Cornerstone Planning Group
STRW icon

Cornerstone Planning Group’s Strawberry Fields REIT STRW Stock Holding History

Cornerstone Planning Group’s Portfolio STRW Stock Details STRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-31
Closed -$436 – 1495
2026
Q2 		$436 Hold
31
– – ﹤0.01% 1734
2026
Q1 		$402 Buy
+31
New +$398 ﹤0.01% 1699

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IFP Advisors
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GAMMA Investing
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Cornerstone Planning Group's STRW Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Strawberry Fields REIT (STRW) in Q3 2026, closing a stake of 31 shares — an estimated $436 sold.

Cornerstone Planning Group first reported a position in STRW in Q1 2026 and held it in 2 quarters. The position peaked at $436 in Q2 2026. 9 funds tracked by Wall St. Rank hold STRW as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Strawberry Fields REIT position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 31 Strawberry Fields REIT shares in Q3 2026, an estimated $436.
  • Cornerstone Planning Group first reported a position in Strawberry Fields REIT in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Strawberry Fields REIT position peaked at $436 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Strawberry Fields REIT as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.