EverSource Wealth Advisors, LLC
Position in STRW — Strawberry Fields REIT, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in STRW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$109
-$31 QoQ
Shares Held
8
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 78 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STRW Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,806,674 across 17 REIT - Healthcare Facilities names. STRW ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
6,183 | $1,403,350 | |
| 2 | VTR |
Ventas, Inc.
|
5,017 | $445,505 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
5,305 | $252,939 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
6,861 | $146,820 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
6,357 | $128,217 | |
| 6 | MPT |
Medical Properties Trust Inc
|
23,475 | $108,452 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
3,962 | $77,294 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
1,440 | $58,100 |
All Filings in STRW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109 | 8 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $140 | 12 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $91 | 7 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,357 | 273 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $107 | 9 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||