Root Financial Partners, LLC STRW β€” STRAWBERRY FIELDS REIT INC COM

Ownership history in Root Financial Partners, LLC  Β·  1 quarter on record

AI Ownership Summary

Root Financial Partners, LLC reported STRAWBERRY FIELDS REIT INC COM (STRW) in 1 quarterly 13F filing from 2026 Q1 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 Root Financial Partners, LLC's position in STRAWBERRY FIELDS REIT INC COM, 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 2026 Q1

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

Time in book
Holding Window
2026 Q1 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 Root Financial Partners, LLC 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 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 7 β€” β€” 0.00% $83 2026-04-24 $12.37

FAQ About Root Financial Partners, LLC and STRW

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

How long has Root Financial Partners, LLC reported owning STRW?

Root Financial Partners, LLC reported STRW across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported STRW position in Root Financial Partners, LLC's portfolio?

The largest reported portfolio weight for STRW was 0.00% in 2026 Q1.

What is the latest reported STRW position on this page?

The most recent filing on this page is 2026 Q1, when Root Financial Partners, LLC reported 7 shares, equal to 0.00% of portfolio, with an estimated market value of $83.

What does the chart on this STRW ownership page compare?

The chart compares Root Financial Partners, LLC'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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