STRW β€” STRAWBERRY FIELDS REIT INC

Ownership history in IFP Advisors, Inc  Β·  6 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported STRAWBERRY FIELDS REIT INC (STRW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows STRW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STRW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in STRAWBERRY FIELDS REIT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STRW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held STRW β€” position size vs. price
% of Fund (quarterly)    STRW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 5,008 β€” 0% 0.00% $60K 2026-04-13 $13.22
2025 Q4 UNCHANGED 5,008 β€” 0% 0.00% $66K 2026-02-06 $12.89
2025 Q3 ADDED 5,008 +1 +0.0% 0.00% $62K 2025-12-02 $12.78
2025 Q2 ADDED 5,007 +7 +0.1% 0.00% $53K 2025-07-24 $10.10
2025 Q1 UNCHANGED 5,000 β€” 0% 0.00% $60K 2025-05-05 $10.25
2024 Q4 INITIATED 5,000 β€” β€” 0.00% $63K 2025-02-04 $10.72

FAQ About IFP Advisors, Inc and STRW

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning STRW?

IFP Advisors, Inc reported STRW across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported STRW position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for STRW was 0.00% in 2024 Q4.

What is the latest reported STRW position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 5,008 shares, equal to 0.00% of portfolio, with an estimated market value of $60K.

What does the chart on this STRW ownership page compare?

The chart compares IFP Advisors, Inc's quarterly STRW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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