STRS

Stratus Properties Inc Cross-source read$18.75 0.79%
Real EstateCUSIP 863167201· EOD Sep 11, 2026

Among active 13F managers last quarter, 6 opened and 6 added, while none reduced or exited; the largest holder to move was Bulldog Investors, LLP (new position). Over the last 180 days, 2 insiders sold and none bought, a net -$10.5M in open-market trades.

Tracked 13F holders
58
21 in Q2 2026 filings
13F value (tracked)
$76.2M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
12 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 2 selling · -$10.5M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$18.75 0.79%5Y -37.8%
$13.33$21.88$30.43$38.98$47.5320212022202320242025202626776483544543344342556425435626267351143086
Hover for who · click for detailEnd-of-day closing prices52w $18.51 – $32.34

Who owns STRS?

58 tracked 13F filers · ranked by shares held

58 tracked 13F filers disclose a position in STRS as of the latest SEC 13F filings, a combined $76.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Oasis Management Co Ltd.961K
$27.6M
−15%
Reduced · −173K sh
Q2 2026
2Dimensional Fund Advisors LP384K
$11.7M
−6.0%
Reduced · −24K sh
Q1 2026
3Vanguard Capital Management LLC310K
$8.9M
−10%
Reduced · −36K sh
Q2 2026
4Bulldog Investors, LLP287K
$8.2M
New
+287K sh
Q2 2026
5Geode Capital Management, LLC79K
$2.3M
−51%
Reduced · −82K sh
Q2 2026
6Russell Investments Group, Ltd.73K
$2.2M
131×
Added · +72K sh
Q1 2026
7Northern Trust Corp53K
$1.6M
+1.6%
Added · +849 sh
Q1 2026
8B & T Capital Management DBA Alpha Capital Management48K
$1.4M
Held
Q2 2026
9Citadel Advisors LLC44K
$1.3M
+261%
Added · +32K sh
Q2 2026
10Value Investment Professionals, LLC42K
$1.2M
Held
Q2 2026
11Vanguard Fiduciary Trust Co41K
$1.2M
−0.2%
Reduced · −97 sh
Q2 2026
12Crown Advisors Management, Inc.27K
$786K
+121%
Added · +15K sh
Q2 2026
13State Street Corp22K
$620K
−76%
Reduced · −67K sh
Q2 2026
14BlackRock, Inc.20K
$563K
−94%
Reduced · −336K sh
Q2 2026
15Quadrature Capital Ltd18K
$526K
New
+18K sh
Q2 2026
16Charles Schwab Investment Management Inc18K
$550K
−10%
Reduced · −2K sh
Q1 2026
17Yakira Capital Management, Inc.17K
$479K
New
+17K sh
Q2 2026
18Bridgeway Capital Management, LLC15K
$444K
Held
Q2 2026
19DLD Asset Management, LP15K
$438K
New
+15K sh
Q2 2026
20Bank of New York Mellon Corp15K
$448K
−6.9%
Reduced · −1K sh
Q1 2026
21Price T Rowe Associates Inc13K
$371K
+6.9%
Added · +827 sh
Q2 2026
22Rangeley Capital, LLC13K
$361K
Held
Q2 2026
23Wealth Enhancement Advisory Services, LLC10K
$267K
New
+10K sh
Q2 2026
24Goldman Sachs Group Inc10K
$294K
New
+10K sh
Q1 2026
25Nuveen, LLC9K
$260K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is STRS being bought or sold by institutions?

Last quarter, 6 funds opened a new position in STRS and 6 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
6
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own STRS also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA15 funds$108.0B
Amazon.com IncAMZN15 funds$43.8B
Alphabet Inc-CL CGOOG15 funds$33.4B
Advanced Micro DevicesAMD15 funds$24.3B
JPMorgan Chase & CoJPM15 funds$15.5B
Berkshire Hathaway Inc-CL BBRK/B15 funds$9.0B
Caterpillar IncCAT15 funds$9.0B
Oracle CorpORCL15 funds$5.0B
Apple IncAAPL14 funds$74.2B
Microsoft CorpMSFT14 funds$54.9B
Alphabet Inc-CL AGOOGL14 funds$49.1B
Meta Platforms Inc-Class AMETA14 funds$26.0B

Ranked by how many of STRS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in STRS.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$10.5M
2 insiders
Net · 180d
-$10.5M
30 open-market transactions
DateInsiderRoleActionSharesValue
Jul 8, 2026Oasis Management Co Ltd.10% OwnerSell (S)
2 lots, same day
29K$790K
Jul 7, 2026Oasis Management Co Ltd.10% OwnerSell (S)
2 lots, same day
30K$825K
Jul 2, 2026Oasis Management Co Ltd.10% OwnerSell (S)118K$3.3M
Jun 30, 2026Oasis Management Co Ltd.10% OwnerSell (S)10K$289K
Jun 3, 2026Joseph JamesDirectorSell (S)3K$94K
May 26, 2026Oasis Management Co Ltd.10% OwnerSell (S)10K$291K
May 18, 2026Joseph JamesDirectorSell (S)12K$359K
May 7, 2026Oasis Management Co Ltd.10% OwnerSell (S)720$22K
May 4, 2026Oasis Management Co Ltd.10% OwnerSell (S)10K$297K
Apr 28, 2026Oasis Management Co Ltd.10% OwnerSell (S)5K$148K
Apr 27, 2026Oasis Management Co Ltd.10% OwnerSell (S)
2 lots, same day
20K$600K
Apr 24, 2026Oasis Management Co Ltd.10% OwnerSell (S)10K$299K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
1222
Insiders
Form 4 open-market
02-$10.5M
US House
STOCK Act trades
00$0
Sector rotation
STRS is in Real Estate, which smart money is rotating OUT OF
$887.3M

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

21 tracked filers in Q2 2026 filingsstill filing
03161Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $44.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

Keep exploring

Connected entities for STRS

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Ask your agent what changed in STRS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/STRS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for STRS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for STRS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.