We are live on ! Find out more
STRW icon

Strawberry Fields REIT
STRW

8 hedge funds and large institutions have $1.04M invested in Strawberry Fields REIT in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

70% more capital invested

Capital invested by funds: $610K → $1.04M (+$430K)

60% more funds holding

Funds holding: 5 → 8 (+3)

0.55% more ownership

Funds ownership: 1.51% → 2.07% (+0.55%)

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$394K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$115K
3
Morgan Stanley
Morgan Stanley
New York
+$40.6K
4
TRCT
Tower Research Capital (TRC)
New York
+$2.35K
5
JP Morgan Chase
JP Morgan Chase
New York
+$43

Top Sellers

Rank Fund Capital Flow
1
PHS
Pekin Hardy Strauss
Illinois
-$292K
2
UBS Group
UBS Group
Switzerland
-$51
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$441K +$394K +55,322 New
PHS
2
Pekin Hardy Strauss
Illinois
$371K -$292K -40,979 -46%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$125K +$115K +16,175 New
Morgan Stanley
4
Morgan Stanley
New York
$88K +$40.6K +5,700 +100%
Wells Fargo
5
Wells Fargo
California
$7.85K +$7 +1 +0.1%
TRCT
6
Tower Research Capital (TRC)
New York
$7.18K +$2.35K +330 +55%
JP Morgan Chase
7
JP Morgan Chase
New York
$46 +$43 +6 New
Bank of America
8
Bank of America
North Carolina
$16 +$14 +2 New
UBS Group
9
UBS Group
Switzerland
– -$51 -8 Closed

STRW Hedge Fund Activity: Q4 2023 in Review

8 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Strawberry Fields REIT (STRW) for Q4 2023, worth a combined $1.04M — up 70% from $610K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new STRW positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $394K. The largest seller was Pekin Hardy Strauss, cutting an estimated $292K.

  • 8 institutional investors held Strawberry Fields REIT (STRW) as of Q4 2023, up from 5 in Q3 2023.
  • Funds reported $1.04M of Strawberry Fields REIT stock for Q4 2023, up 70% quarter-over-quarter.
  • 4 funds opened new Strawberry Fields REIT positions in Q4 2023 and 1 closed out, a net change of +3 holders.
  • The largest Strawberry Fields REIT buyer in Q4 2023 was Bank of Montreal, an estimated $394K added.
  • The largest Strawberry Fields REIT seller in Q4 2023 was Pekin Hardy Strauss, an estimated $292K sold.

Based on aggregated 13F filings for Q4 2023.