EverSource Wealth Advisors’s Strawberry Fields REIT STRW Stock Holding History

EverSource Wealth Advisors’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 Q2	$110	Sell	8 -4	-33%	-$52	﹤0.01%	4299
2026 Q1	$144	Buy	12 +5	+71%	+$64	﹤0.01%	4232
2025 Q4	$91	Sell	7 -266	-97%	-$3.26K	﹤0.01%	4115
2025 Q3	$3.36K	Buy	+273	New	+$3.05K	﹤0.01%	3320
2025 Q2	–	Sell	-9	Closed	-$107	–	4357
2025 Q1	$107	Buy	+9	New	+$104	﹤0.01%	3819

Other funds holding STRW

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EverSource Wealth Advisors's STRW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Strawberry Fields REIT (STRW) stake by 33% in Q2 2026, selling an estimated $52 and leaving 8 shares worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #4299.

EverSource Wealth Advisors first reported a position in STRW in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.36K in Q3 2025. 12 funds tracked by Wall St. Rank hold STRW as of Q2 2026.

EverSource Wealth Advisors held 8 shares of Strawberry Fields REIT worth $110 as of Q2 2026.
EverSource Wealth Advisors sold 4 Strawberry Fields REIT shares in Q2 2026, an estimated $52.
Strawberry Fields REIT made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4299 holding.
EverSource Wealth Advisors first reported a position in Strawberry Fields REIT in Q1 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's Strawberry Fields REIT position peaked at $3.36K in Q3 2025.
12 funds tracked by Wall St. Rank held Strawberry Fields REIT as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.