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Essential Partners’s Strawberry Fields REIT STRW Stock Holding History

Essential Partners’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 		$142 Buy
11
+1
+10% +$14 ﹤0.01% 2652
2026
Q2 		$138 Sell
10
-13
-57% -$169 ﹤0.01% 2704
2026
Q1 		$274 Hold
23
– – ﹤0.01% 2562
2025
Q4 		$301 Buy
23
+2
+10% +$24 ﹤0.01% 2340
2025
Q3 		$258 Buy
21
+18
+600% +$201 ﹤0.01% 2355
2025
Q2 		$32 Buy
+3
New +$32 ﹤0.01% 2192

Other funds holding STRW

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's STRW Position: Q3 2026 in Review

Essential Partners increased its Strawberry Fields REIT (STRW) stake by 10% in Q3 2026, buying an estimated $14 and bringing the position to 11 shares worth $142. The position accounts for ﹤0.01% of the portfolio, ranked #2652.

Essential Partners first reported a position in STRW in Q2 2025 and has held it in 6 quarters since. The position peaked at $301 in Q4 2025. 8 funds tracked by Wall St. Rank hold STRW as of Q3 2026.

  • Essential Partners held 11 shares of Strawberry Fields REIT worth $142 as of Q3 2026.
  • Essential Partners bought 1 Strawberry Fields REIT share in Q3 2026, an estimated $14.
  • Strawberry Fields REIT made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2652 holding.
  • Essential Partners first reported a position in Strawberry Fields REIT in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Strawberry Fields REIT position peaked at $301 in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Strawberry Fields REIT as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.