IFP Advisors’s Strawberry Fields REIT STRW Stock Holding History

IFP 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 Q3	$65.1K	Buy	5,044 +12	+0.2%	+$166	﹤0.01%	2234
2026 Q2	$69.2K	Buy	5,032 +24	+0.5%	+$312	﹤0.01%	2202
2026 Q1	$59.6K	Hold	5,008	–	–	﹤0.01%	2147
2025 Q4	$65.6K	Hold	5,008	–	–	﹤0.01%	2033
2025 Q3	$61.6K	Buy	5,008 +1	+0%	+$11	﹤0.01%	1966
2025 Q2	$52.8K	Buy	5,007 +7	+0.1%	+$74	﹤0.01%	2021
2025 Q1	$59.6K	Hold	5,000	–	–	﹤0.01%	1812
2024 Q4	$52.7K	Hold	5,000	–	–	﹤0.01%	1804
2024 Q3	$63.4K	Buy	+5,000	New	+$57.4K	﹤0.01%	1615

Other funds holding STRW

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's STRW Position: Q3 2026 in Review

IFP Advisors increased its Strawberry Fields REIT (STRW) stake by 0.24% in Q3 2026, buying an estimated $166 and bringing the position to 5,044 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

IFP Advisors first reported a position in STRW in Q3 2024 and has held it in 9 quarters since. The position peaked at $69.2K in Q2 2026. 8 funds tracked by Wall St. Rank hold STRW as of Q3 2026.

IFP Advisors held 5,044 shares of Strawberry Fields REIT worth $65.1K as of Q3 2026.
IFP Advisors bought 12 Strawberry Fields REIT shares in Q3 2026, an estimated $166.
Strawberry Fields REIT made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2234 holding.
IFP Advisors first reported a position in Strawberry Fields REIT in Q3 2024 and has held it in 9 quarters since.
IFP Advisors's Strawberry Fields REIT position peaked at $69.2K in Q2 2026.
8 funds tracked by Wall St. Rank held Strawberry Fields REIT as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.