Strawberry Fields REIT Inc (STRW)

In the past six months, Strawberry Fields REIT, Inc. reported a 29% increase in rental income to $37.9 million and a rise in net income to $8.7 million in Q2 2025. Key transactions included the acquisition of a Texas skilled nursing facility for $11.5 million in April, a $59 million agreement for nine Missouri facilities in May, and a $90 million bond issuance in June. Subsequently, STRW announced its Q3 2025 operating results, reporting FFO of $20.7 million and AFFO of $18.1 million for the quarter with rental income of $39.7 million. The company completed acquisitions of nine facilities in Missouri for $59.0 million, an 80-bed Oklahoma facility for $4.25 million, and a Poplar Bluff facility for $5.3 million. Strawberry Fields REIT also declared a Q3 and Q4 2025 cash dividend of $0.16 per common share. The stock's 52-week range has been between $8.70 and $12.84, and as of late November 2025, the stock was trading around $12.06 to $12.48.

Demand for skilled nursing facilities can experience seasonal declines, but the broader healthcare REIT sector benefits from strong underlying demographic trends. The aging population is a significant and sustained driver of demand for healthcare real estate, expected to continue for at least the latter part of the decade.

Strawberry Fields REIT, Inc. (STRW) is a self-administered real estate investment trust (REIT) that specializes in the ownership, acquisition, development, and leasing of healthcare-related properties, primarily focusing on skilled nursing facilities, but also including assisted living facilities and long-term acute care hospitals. STRW operates within the Real Estate sector, specifically in the REIT - Healthcare Facilities industry.

Strawberry Fields REIT, Inc. has a significant presence across the Midwest and Southern United States, with a portfolio of 140 to 142 healthcare facilities, encompassing over 15,300 to 15,500 licensed beds, located in Arkansas, Illinois, Indiana, Kansas, Kentucky, Missouri, Ohio, Oklahoma, Tennessee, and Texas.

Strawberry Fields REIT, Inc. generally maintains a positive standing within the investment community, receiving a "Moderate Buy" to "Buy" consensus rating from analysts. The company's news sentiment score is 1.67, suggesting a generally favorable perception in recent news coverage. Recent activities indicate proactive engagement in investor relations and market presence.

Strawberry Fields REIT, Inc. exhibits a diverse ownership structure, with institutional shareholders owning approximately 25.35% of the company, insiders holding 36.24%, and retail investors accounting for 38.40%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, First Eagle Investment Management, LLC, Alyeska Investment Group, L.P., Diamond Hill Capital Management Inc, and State of New Jersey Common Pension Fund D. Alyeska Investment Group LP is noted as the largest individual shareholder, owning 2.20 million shares, representing 16.77% of the company. Other significant individual insider owners include Ted Lerman and Moishe Gubin (CEO).