STRSOTCLand Subdividers & Developers (No Cemeteries)Fiscal year ends December 31
STRATUS PROPERTIES INC
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on May 12, 2026
$17.75−0.20 (-1.11%)
Close on Oct 19, 2026
- Market cap
- $142.98M
- P/E (TTM)
- 7.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
49.1%
4M of 8M shares
Institutional holders
54
13 new, 22 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 31 sales
Net sold $10.55M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Oasis Management Co Ltd. | 843,517 | 10.60% | 13D (active) amendment | Jul 2, 2026 |
| Seth Fischer | 666,575 | 8.40% | 13D (active) amendment | Jul 31, 2026 |
| William H. Armstrong III | 597,350 | 7.45% | 13G (passive) amendment | Dec 31, 2023 |
| Ingalls & Snyder LLC | 1,089,538 | 13.60% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of STRS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Oasis Management Co Ltd. | 961,129 | 12.04% | $27.63M | −172,931 | 1.47% |
| Ingalls & Snyder LLC | 895,730 | 11.22% | $25.75K | −775 | 0.70% |
| Dimensional Fund Advisors LP | 380,075 | 4.76% | $10.93M | −4,153 | 0.00% |
| Vanguard Capital Management LLC | 309,990 | 3.88% | $8.91M | −36,245 | 0.00% |
| Bulldog Investors, LLP | 286,545 | 3.59% | $8.24M | New | 1.81% |
| RBF Capital, LLC | 133,131 | 1.67% | $3.83M | – | 0.16% |
| Bank Of America Corp /De/ | 106,071 | 1.33% | $3.05M | +99,339 | 0.00% |
| Two Sigma Investments, LP | 83,187 | 1.04% | $2.39M | New | 0.00% |
| Geode Capital Management, LLC | 79,066 | 0.99% | $2.27M | −82,306 | 0.00% |
| Susquehanna International Group, Llp | 74,751 | 0.94% | $2.15M | New | 0.00% |
| Russell Investments Group, Ltd. | 73,726 | 0.92% | $2.12M | +1,223 | 0.00% |
| Jane Street Group, LLC | 60,565 | 0.76% | $1.74M | +53,775 | 0.00% |
| B & T Capital Management DBA Alpha Capital Management | 47,806 | 0.60% | $1.37M | – | 0.18% |
| Citadel Advisors LLC | 43,689 | 0.55% | $1.26M | +31,586 | 0.00% |
| Value Investment Professionals, LLC | 41,616 | 0.52% | $1.20M | – | 1.01% |
| Vanguard Fiduciary Trust Co | 41,290 | 0.52% | $1.19M | −97 | 0.00% |
| Goldman Sachs Group Inc | 35,473 | 0.44% | $1.02M | +25,851 | 0.00% |
| Millennium Management LLC | 27,463 | 0.34% | $789.56K | New | 0.00% |
| Crown Advisors Management, Inc. | 27,356 | 0.34% | $786.49K | +15,000 | 0.43% |
| State Street Corp | 21,550 | 0.27% | $619.56K | −66,586 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 54 | 4M | 49.1% | 13 / 12 | 17 / 22 | 1M | 1M |
| Q1 2026 | 64 | 4M | 52.5% | 12 / 15 | 21 / 1 | 1M | 0M |
| Q4 2025 | 54 | 4M | 53.3% | 4 / 17 | 18 / 4 | 0M | 0M |
| Q3 2025 | 54 | 4M | 51.1% | 7 / 14 | 19 / 4 | 0M | 0M |
| Q2 2025 | 51 | 4M | 52.0% | 2 / 26 | 7 / 3 | 0M | 0M |
| Q1 2025 | 52 | 4M | 51.6% | 5 / 10 | 22 / 2 | 1M | 0M |
| Q4 2024 | 50 | 3M | 39.0% | 4 / 20 | 11 / 4 | 0M | 1M |
| Q3 2024 | 50 | 4M | 52.7% | 4 / 18 | 11 / 3 | 0M | 0M |
| Q2 2024 | 50 | 4M | 52.1% | 8 / 13 | 14 / 3 | 0M | 0M |
| Q1 2024 | 45 | 4M | 52.7% | 1 / 15 | 17 / 9 | 0M | 0M |
| Q4 2023 | 53 | 4M | 54.5% | 7 / 18 | 13 / 1 | 0M | 0M |
| Q3 2023 | 47 | 4M | 52.6% | 4 / 11 | 16 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of STRS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 228,838 | 2.87% | $6.58M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 74,487 | 0.93% | $2.14M | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 58,133 | 0.73% | $1.14M | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 34,465 | 0.43% | $985.53K | 0.01% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 34,354 | 0.43% | $673.34K | 0.01% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 34,305 | 0.43% | $980.95K | 0.00% | May 31, 2026 |
| U.S. Small Cap Portfolio | 17,820 | 0.22% | $349.27K | 0.00% | Jul 31, 2026 |
| Ultra-Small Company Market Fund | 14,250 | 0.18% | $409.69K | 0.28% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 14,150 | 0.18% | $277.34K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 13,297 | 0.17% | $380.23K | 0.00% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 12,300 | 0.15% | $241.08K | 0.00% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 12,077 | 0.15% | $236.71K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 11,011 | 0.14% | $215.82K | 0.00% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 10,022 | 0.13% | $286.58K | 0.00% | May 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 9,339 | 0.12% | $183.04K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William H. Armstrong Iii | Chair of Board, President, CEO, Director | 687,122 | 8.61% | Mar 17, 2026 |
| Erin D. Pickens | Senior VP & CFO | 73,623 | 0.92% | Mar 17, 2026 |
| James Joseph | Director | 2,286 | 0.03% | Jun 5, 2026 |
| Laurie L. Dotter | Director | 21,293 | 0.27% | Jun 1, 2026 |
| Michael D. Madden | Director | 57,001 | 0.71% | Jun 1, 2026 |
| Charles W. Porter | Director | 32,001 | 0.40% | Jun 1, 2026 |
| Neville L. Rhone Jr. | Director | 14,901 | 0.19% | Jun 1, 2026 |
| Kate Henriksen | Director | 14,701 | 0.18% | Jun 1, 2026 |
| Management Co Ltd. Oasis | 10% owner | 971,129 | 12.17% | Jul 9, 2026 |
| Investments II Master Fund Ltd. Oasis | 10% owner | 804,797 | 10.08% | Jul 9, 2026 |
| Seth Fischer | 10% owner | 843,517 | 10.57% | Jul 9, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Investments II Master Fund Ltd. Oasis 10% owner | Jul 8, 2026 | Sale | −8,720 | $27.50 | $239.80K | 804,797 |
| Investments II Master Fund Ltd. Oasis 10% owner | Jul 8, 2026 | Sale | −20,000 | $27.51 | $550.20K | 784,797 |
| Investments II Master Fund Ltd. Oasis 10% owner | Jul 7, 2026 | Sale | −10,000 | $27.52 | $275.20K | 833,517 |
| Investments II Master Fund Ltd. Oasis 10% owner | Jul 7, 2026 | Sale | −20,000 | $27.50 | $550.00K | 813,517 |
| Seth Fischer 10% owner | Jul 2, 2026 | Sale | −117,612 | $28.03 | $3.30M | 843,517 |
| Seth Fischer 10% owner | Jun 30, 2026 | Sale | −10,000 | $28.90 | $289.00K | 961,129 |
| James Joseph Director | Jun 3, 2026 | Sale | −3,380 | $27.77 | $93.86K | 2,286 |
| Michael D. Madden Director | Jun 1, 2026 | Award | +2,286 | – | – | 57,001 |
| Kate Henriksen Director | Jun 1, 2026 | Award | +2,286 | – | – | 14,701 |
| James Joseph Director | Jun 1, 2026 | Award | +2,286 | – | – | 5,666 |
| Laurie L. Dotter Director | Jun 1, 2026 | Award | +2,286 | – | – | 21,293 |
| Neville L. Rhone Jr. Director | Jun 1, 2026 | Award | +2,286 | – | – | 14,901 |
| Charles W. Porter Director | Jun 1, 2026 | Award | +2,286 | – | – | 32,001 |
| Management Co Ltd. Oasis 10% owner | May 26, 2026 | Sale | −10,000 | $29.05 | $290.50K | 971,129 |
| James Joseph Director | May 18, 2026 | Sale | −12,335 | $29.08 | $358.70K | 3,380 |
| Investments II Master Fund Ltd. Oasis 10% owner | May 7, 2026 | Sale | −720 | $30.03 | $21.62K | 981,129 |
| Investments II Master Fund Ltd. Oasis 10% owner | May 4, 2026 | Sale | −10,000 | $29.71 | $297.10K | 981,849 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 28, 2026 | Sale | −4,916 | $30.03 | $147.63K | 991,849 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 27, 2026 | Sale | −10,000 | $30.00 | $300.00K | 996,765 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 27, 2026 | Sale | −10,000 | $30.00 | $300.00K | 1,006,765 |
| Seth Fischer 10% owner | Apr 24, 2026 | Sale | −10,000 | $29.89 | $298.90K | 1,016,765 |
| Seth Fischer 10% owner | Apr 22, 2026 | Sale | −493 | $30.19 | $14.88K | 1,026,765 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 20, 2026 | Sale | −4,483 | $30.02 | $134.58K | 1,027,258 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 17, 2026 | Sale | −10,000 | $30.03 | $300.30K | 1,056,064 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 17, 2026 | Sale | −10,000 | $30.00 | $300.00K | 1,066,064 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 17, 2026 | Sale | −14,323 | $29.90 | $428.26K | 1,031,741 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 17, 2026 | Sale | −10,000 | $30.00 | $300.00K | 1,046,064 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 16, 2026 | Sale | −10,000 | $30.22 | $302.20K | 1,095,852 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 16, 2026 | Sale | −5,600 | $29.95 | $167.72K | 1,080,252 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 16, 2026 | Sale | −10,000 | $30.02 | $300.20K | 1,085,852 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 16, 2026 | Sale | −4,188 | $30.00 | $125.64K | 1,076,064 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 15, 2026 | Sale | −243 | $30.70 | $7.46K | 1,105,852 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 15, 2026 | Sale | −10,000 | $30.29 | $302.90K | 1,106,095 |
| Seth Fischer 10% owner | Apr 8, 2026 | Sale | −3,148 | $30.08 | $94.69K | 1,116,095 |
| Seth Fischer 10% owner | Apr 7, 2026 | Sale | −9,400 | $30.17 | $283.60K | 1,119,243 |
| Investments II Master Fund Ltd. Oasis 10% owner | Apr 2, 2026 | Sale | −5,417 | $30.11 | $163.11K | 1,128,643 |
| Laurie L. Dotter Director | Apr 1, 2026 | Award | +198 | $30.52 | $6.04K | 19,007 |
| Erin D. Pickens Senior VP & CFO | Mar 15, 2026 | Tax withholding | −183 | $32.34 | $5.92K | 73,623 |
| William H. Armstrong Iii Chair of Board, President, CEO, Director | Mar 15, 2026 | Tax withholding | −984 | $32.34 | $31.82K | 683,872 |
| William H. Armstrong Iii Chair of Board, President, CEO, Director | Feb 19, 2026 | Award | +15,638 | – | – | 684,856 |
| William H. Armstrong Iii Chair of Board, President, CEO, Director | Feb 19, 2026 | Award | +16,588 | – | – | 669,218 |
| Erin D. Pickens Senior VP & CFO | Feb 19, 2026 | Award | +6,963 | – | – | 73,806 |
| Erin D. Pickens Senior VP & CFO | Feb 19, 2026 | Award | +3,318 | – | – | 66,843 |
| Erin D. Pickens Senior VP & CFO | Feb 15, 2026 | Tax withholding | −333 | $29.40 | $9.79K | 63,525 |
| William H. Armstrong Iii Chair of Board, President, CEO, Director | Feb 15, 2026 | Tax withholding | −1,331 | $29.40 | $39.13K | 652,630 |
| Erin D. Pickens Senior VP & CFO | Feb 13, 2026 | Tax withholding | −1,865 | $29.69 | $55.37K | 63,858 |
| William H. Armstrong Iii Chair of Board, President, CEO, Director | Feb 13, 2026 | Tax withholding | −4,360 | $29.69 | $129.45K | 653,961 |
| Laurie L. Dotter Director | Jan 1, 2026 | Award | +250 | $24.18 | $6.05K | 18,809 |
| Management Co Ltd. Oasis 10% owner | Nov 26, 2025 | Sale | −818 | $22.80 | $18.65K | 1,134,060 |
| Laurie L. Dotter Director | Oct 1, 2025 | Award | +286 | $21.16 | $6.05K | 18,559 |
| Seth Fischer 10% owner | Sep 18, 2025 | Sale | −1,998 | $21.02 | $42.00K | 1,134,878 |
| James Joseph Director | Jul 2, 2025 | Sale | −5,000 | $18.82 | $94.10K | 15,715 |
| Laurie L. Dotter Director | Jul 1, 2025 | Award | +321 | $18.88 | $6.06K | 18,273 |
| Management Co Ltd. Oasis 10% owner | May 21, 2025 | Sale | −15 | $21.55 | $323 | 1,136,876 |
| Management Co Ltd. Oasis 10% owner | May 20, 2025 | Sale | −65 | $21.04 | $1.37K | 1,136,891 |
| Charles W. Porter Director | May 13, 2025 | Award | +3,380 | – | – | 29,715 |
| Michael D. Madden Director | May 13, 2025 | Award | +3,380 | – | – | 54,715 |
| Kate Henriksen Director | May 13, 2025 | Award | +3,380 | – | – | 12,415 |
| James Joseph Director | May 13, 2025 | Award | +3,380 | – | – | 20,715 |
| Laurie L. Dotter Director | May 13, 2025 | Award | +3,380 | – | – | 17,952 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| James Joseph Officer | Jun 3, 2026 | 3,380 | $94.03K | Jun 3, 2026 | RSU Vesting |
| James Joseph Director | May 18, 2026 | 12,335 | $360.55K | May 18, 2026 | Restricted Stock Awards |