EverSource Wealth Advisors’s TPG RE Finance Trust TRTX Stock Holding History

EverSource Wealth Advisors’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 Q2	$4.38K	Sell	523 -1,581	-75%	-$13.2K	﹤0.01%	3350
2026 Q1	$16.4K	Buy	2,104 +157	+8%	+$1.35K	﹤0.01%	2628
2025 Q4	$16.8K	Buy	1,947 +1,620	+495%	+$14.4K	﹤0.01%	2505
2025 Q3	$2.8K	Buy	327 +65	+25%	+$573	﹤0.01%	3401
2025 Q2	$2.02K	Buy	262 +198	+309%	+$1.51K	﹤0.01%	3504
2025 Q1	$522	Sell	64 -102	-61%	-$863	﹤0.01%	3446
2024 Q4	$1.41K	Buy	+166	New	+$1.45K	﹤0.01%	2850
2023 Q4	–	Sell	-137	Closed	-$922	–	2743
2023 Q3	$922	Buy	+137	New	+$993	﹤0.01%	2264
2022 Q4	–	Sell	-96	Closed	-$1K	–	2428
2022 Q3	$1K	Buy	+96	New	+$913	﹤0.01%	1902

Other funds holding TRTX

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's TRTX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its TPG RE Finance Trust (TRTX) stake by 75% in Q2 2026, selling an estimated $13.2K and leaving 523 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3350.

EverSource Wealth Advisors first reported a position in TRTX in Q3 2022 and has held it in 9 quarters since. The position peaked at $16.8K in Q4 2025. 154 funds tracked by Wall St. Rank hold TRTX as of Q2 2026.

EverSource Wealth Advisors held 523 shares of TPG RE Finance Trust worth $4.38K as of Q2 2026.
EverSource Wealth Advisors sold 1,581 TPG RE Finance Trust shares in Q2 2026, an estimated $13.2K.
TPG RE Finance Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3350 holding.
EverSource Wealth Advisors first reported a position in TPG RE Finance Trust in Q3 2022 and has held it in 9 quarters since.
EverSource Wealth Advisors's TPG RE Finance Trust position peaked at $16.8K in Q4 2025.
154 funds tracked by Wall St. Rank held TPG RE Finance Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.