Stratus Properties Inc (STRS) shareholders
STRSOTCLand Subdividers & Developers (No Cemeteries)Fiscal year ends December 31
$17.75−0.20 (-1.11%)
Close on Oct 19, 2026Market cap $142.98MP/E 7.0Yield –
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 |
|---|---|---|---|---|
| Ingalls & Snyder LLC | 1,089,538 | 13.60% | 13G (passive) amendment | Dec 31, 2025 |
| Oasis Management Co Ltd. Joint filing with Oasis Investments II Master Fund Ltd. (10.60%), Seth Fischer (10.60%) | 843,517 | 10.60% | 13D (active) amendment | Jul 2, 2026 |
| Seth Fischer Joint filing with Oasis Management Co Ltd. (8.40%), Oasis Investments II Master Fund Ltd. (8.40%) | 666,575 | 8.40% | 13D (active) amendment | Jul 31, 2026 |
| William H. Armstrong III | 597,350 | 7.45% | 13G (passive) amendment | Dec 31, 2023 |
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% | $25.75M | −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)
105 funds held STRS in Q1 2026, 56% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
3.3
At 0M shares a day
Change since last report
-3.3%
From 0M shares
Short volume, 20 days
41.4%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Stratus Properties's stock actually held short. Settlement fails (shares not delivered on time) peaked at 192 shares on Sep 17, 2026 over the last 90 days.
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 |
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