LC
STR

Lindbrook Capital’s Sitio Royalties STR Stock Holding History

Lindbrook Capital’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$40.9K Buy
2,056
+118
+6% +$2.39K ﹤0.01% 1089
2024
Q4 		$37.2K Hold
1,938
– – ﹤0.01% 945
2024
Q3 		$40.4K Sell
1,938
-1,733
-47% -$39.3K ﹤0.01% 925
2024
Q2 		$86.7K Sell
3,671
-209
-5% -$4.92K 0.01% 589
2024
Q1 		$95.9K Buy
3,880
+101
+3% +$2.27K 0.01% 546
2023
Q4 		$88.8K Sell
3,779
-1,375
-27% -$31.9K 0.01% 561
2023
Q3 		$125K Sell
5,154
-87
-2% -$2.24K 0.01% 411
2023
Q2 		$138K Buy
5,241
+11
+0.2% +$282 0.01% 411
2023
Q1 		$118K Sell
5,230
-446
-8% -$11.1K 0.01% 439
2022
Q4 		$164K Buy
+5,676
New +$164K 0.02% 373

Other funds holding STR

KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lindbrook Capital's STR Position: Q1 2025 in Review

Lindbrook Capital increased its Sitio Royalties (STR) stake by 6.1% in Q1 2025, buying an estimated $2.39K and bringing the position to 2,056 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Lindbrook Capital first reported a position in STR in Q4 2022 and has held it in 10 quarters since. The position peaked at $164K in Q4 2022. 233 funds tracked by Wall St. Rank hold STR as of Q1 2025.

  • Lindbrook Capital held 2,056 shares of Sitio Royalties worth $40.9K as of Q1 2025.
  • Lindbrook Capital bought 118 Sitio Royalties shares in Q1 2025, an estimated $2.39K.
  • Sitio Royalties made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1089 holding.
  • Lindbrook Capital first reported a position in Sitio Royalties in Q4 2022 and has held it in 10 quarters since.
  • Lindbrook Capital's Sitio Royalties position peaked at $164K in Q4 2022.
  • 233 funds tracked by Wall St. Rank held Sitio Royalties as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.