Integrated Wealth Concepts’s Strawberry Fields REIT STRW Stock Holding History

Integrated Wealth Concepts’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	$319	Buy	+23	New	+$299	﹤0.01%	5705

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

Integrated Wealth Concepts's STRW Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Strawberry Fields REIT (STRW) in Q2 2026: 23 shares worth $319. The stake represents ﹤0.01% of the portfolio and ranks #5705 among its holdings.

78 funds tracked by Wall St. Rank hold STRW as of Q2 2026.

Integrated Wealth Concepts held 23 shares of Strawberry Fields REIT worth $319 as of Q2 2026.
Strawberry Fields REIT was a new Integrated Wealth Concepts position in Q2 2026.
Strawberry Fields REIT made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5705 holding.
78 funds tracked by Wall St. Rank held Strawberry Fields REIT as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.