RWM
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Ritholtz Wealth Management’s Strawberry Fields REIT STRW Stock Holding History

Ritholtz Wealth Management’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
2025
Q3 		– Sell
-15,668
Closed -$165K – 1111
2025
Q2 		$165K Sell
15,668
-5,941
-27% -$63.2K ﹤0.01% 933
2025
Q1 		$257K Buy
21,609
+7,727
+56% +$89.4K 0.01% 786
2024
Q4 		$146K Buy
13,882
+580
+4% +$6.73K ﹤0.01% 828
2024
Q3 		$169K Buy
+13,302
New +$153K 0.01% 830

Other funds holding STRW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Ritholtz Wealth Management's STRW Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Strawberry Fields REIT (STRW) in Q3 2025, closing a stake of 15,668 shares — an estimated $165K sold.

Ritholtz Wealth Management first reported a position in STRW in Q3 2024 and held it in 4 quarters. The position peaked at $257K in Q1 2025. 72 funds tracked by Wall St. Rank hold STRW as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining Strawberry Fields REIT position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 15,668 Strawberry Fields REIT shares in Q3 2025, an estimated $165K.
  • Ritholtz Wealth Management first reported a position in Strawberry Fields REIT in Q3 2024 and held it in 4 quarters.
  • Ritholtz Wealth Management's Strawberry Fields REIT position peaked at $257K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Strawberry Fields REIT as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.