Root Financial Partners
STRW icon

Root Financial Partners’s Strawberry Fields REIT STRW Stock Holding History

Root Financial Partners’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 		$206 Buy
+16
New +$221 ﹤0.01% 3498
2026
Q2 		– Sell
-7
Closed -$83 – 2836
2026
Q1 		$83 Buy
+7
New +$90 ﹤0.01% 3311

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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Uniplan Investment Counsel
Uniplan Investment Counsel Milwaukee, Wisconsin $1.02B AUM 20.71% 1-Year Est. Return
White Pine Capital
White Pine Capital Bloomington, Minnesota $419M AUM 48.71% 1-Year Est. Return

Root Financial Partners's STRW Position: Q3 2026 in Review

Root Financial Partners opened a new position in Strawberry Fields REIT (STRW) in Q3 2026: 16 shares worth $206. The stake represents ﹤0.01% of the portfolio and ranks #3498 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in STRW as recently as Q1 2026.

Root Financial Partners first reported a position in STRW in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold STRW as of Q3 2026.

  • Root Financial Partners held 16 shares of Strawberry Fields REIT worth $206 as of Q3 2026.
  • Strawberry Fields REIT was a new Root Financial Partners position in Q3 2026.
  • Strawberry Fields REIT made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3498 holding.
  • Root Financial Partners first reported a position in Strawberry Fields REIT in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Strawberry Fields REIT as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.