GeoWealth Management’s TPG RE Finance Trust TRTX Stock Holding History

GeoWealth Management’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
2025 Q1	–	Sell	-47	Closed	-$400	–	1744
2024 Q4	$400	Hold	47	–	–	﹤0.01%	1736
2024 Q3	$401	Buy	+47	New	+$413	﹤0.01%	1641

Other funds holding TRTX

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GeoWealth Management's TRTX Position: Q1 2025 in Review

GeoWealth Management sold out of TPG RE Finance Trust (TRTX) in Q1 2025, closing a stake of 47 shares — an estimated $400 sold.

GeoWealth Management first reported a position in TRTX in Q3 2024 and held it in 2 quarters. The position peaked at $401 in Q3 2024. 148 funds tracked by Wall St. Rank hold TRTX as of Q1 2025.

GeoWealth Management reported no remaining TPG RE Finance Trust position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 47 TPG RE Finance Trust shares in Q1 2025, an estimated $400.
GeoWealth Management first reported a position in TPG RE Finance Trust in Q3 2024 and held it in 2 quarters.
GeoWealth Management's TPG RE Finance Trust position peaked at $401 in Q3 2024.
148 funds tracked by Wall St. Rank held TPG RE Finance Trust as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.