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Private Wealth Management Group’s Stratus Properties STRS Stock Holding History

Private Wealth Management Group’s Portfolio STRS Stock Details STRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-51
Closed -$1.08K – 1535
2025
Q3 		$1.08K Hold
51
– – ﹤0.01% 1264
2025
Q2 		$963 Hold
51
– – ﹤0.01% 1296
2025
Q1 		$906 Hold
51
– – ﹤0.01% 1296
2024
Q4 		$1.06K Hold
51
– – ﹤0.01% 1285
2024
Q3 		$1.33K Hold
51
– – ﹤0.01% 1208
2024
Q2 		$1.29K Hold
51
– – ﹤0.01% 1208
2024
Q1 		$1.17K Hold
51
– – ﹤0.01% 1204
2023
Q4 		$1.47K Buy
+51
New +$1.39K ﹤0.01% 1111

Other funds holding STRS

OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Private Wealth Management Group's STRS Position: Q4 2025 in Review

Private Wealth Management Group sold out of Stratus Properties (STRS) in Q4 2025, closing a stake of 51 shares — an estimated $1.08K sold.

Private Wealth Management Group first reported a position in STRS in Q4 2023 and held it in 8 quarters. The position peaked at $1.47K in Q4 2023. 54 funds tracked by Wall St. Rank hold STRS as of Q4 2025.

  • Private Wealth Management Group reported no remaining Stratus Properties position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 51 Stratus Properties shares in Q4 2025, an estimated $1.08K.
  • Private Wealth Management Group first reported a position in Stratus Properties in Q4 2023 and held it in 8 quarters.
  • Private Wealth Management Group's Stratus Properties position peaked at $1.47K in Q4 2023.
  • 54 funds tracked by Wall St. Rank held Stratus Properties as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.