EWA
TRTX

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
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 $1.05B AUM 16.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's TRTX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its TPG RE Finance Trust (TRTX) stake by 8.1% in Q1 2026, buying an estimated $1.35K and bringing the position to 2,104 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

EverSource Wealth Advisors first reported a position in TRTX in Q3 2022 and has held it in 8 quarters since. The position peaked at $16.8K in Q4 2025. 156 funds tracked by Wall St. Rank hold TRTX as of Q1 2026.

  • EverSource Wealth Advisors held 2,104 shares of TPG RE Finance Trust worth $16.4K as of Q1 2026.
  • EverSource Wealth Advisors bought 157 TPG RE Finance Trust shares in Q1 2026, an estimated $1.35K.
  • TPG RE Finance Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2628 holding.
  • EverSource Wealth Advisors first reported a position in TPG RE Finance Trust in Q3 2022 and has held it in 8 quarters since.
  • EverSource Wealth Advisors's TPG RE Finance Trust position peaked at $16.8K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held TPG RE Finance Trust as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.