True Wealth Design’s Strawberry Fields REIT STRW Stock Holding History

True Wealth Design’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	Buy	5 +3	+150%	+$41	﹤0.01%	2486
2026 Q2	$28	Buy	+2	New	+$26	﹤0.01%	2624

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

True Wealth Design's STRW Position: Q3 2026 in Review

True Wealth Design increased its Strawberry Fields REIT (STRW) stake by 150% in Q3 2026, buying an estimated $41 and bringing the position to 5 shares worth $65. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

True Wealth Design first reported a position in STRW in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold STRW as of Q3 2026.

True Wealth Design held 5 shares of Strawberry Fields REIT worth $65 as of Q3 2026.
True Wealth Design bought 3 Strawberry Fields REIT shares in Q3 2026, an estimated $41.
Strawberry Fields REIT made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2486 holding.
True Wealth Design first reported a position in Strawberry Fields REIT in Q2 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held Strawberry Fields REIT as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.