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Essential Partners’s TPG RE Finance Trust TRTX Stock Holding History

Essential Partners’s Portfolio TRTX Stock Details TRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$507 Sell
81
-151
-65% -$1.19K ﹤0.01% 2391
2026
Q2 		$1.94K Buy
232
+212
+1,060% +$1.77K ﹤0.01% 1982
2026
Q1 		$156 Hold
20
– – ﹤0.01% 2653
2025
Q4 		$172 Sell
20
-15
-43% -$133 ﹤0.01% 2458
2025
Q3 		$300 Buy
35
+15
+75% +$132 ﹤0.01% 2319
2025
Q2 		$154 Buy
+20
New +$153 ﹤0.01% 2002

Other funds holding TRTX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's TRTX Position: Q3 2026 in Review

Essential Partners reduced its TPG RE Finance Trust (TRTX) stake by 65% in Q3 2026, selling an estimated $1.19K and leaving 81 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

Essential Partners first reported a position in TRTX in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.94K in Q2 2026. 6 funds tracked by Wall St. Rank hold TRTX as of Q3 2026.

  • Essential Partners held 81 shares of TPG RE Finance Trust worth $507 as of Q3 2026.
  • Essential Partners sold 151 TPG RE Finance Trust shares in Q3 2026, an estimated $1.19K.
  • TPG RE Finance Trust made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2391 holding.
  • Essential Partners first reported a position in TPG RE Finance Trust in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's TPG RE Finance Trust position peaked at $1.94K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held TPG RE Finance Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.