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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

WPC

White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 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. 77 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.
77 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.