Root Financial Partners
GTY icon

Root Financial Partners’s Getty Realty Corp GTY Stock Holding History

Root Financial Partners’s Portfolio GTY Stock Details GTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.17K Buy
+183
New +$6.02K ﹤0.01% 2218
2026
Q2 		– Sell
-141
Closed -$4.48K – 1571
2026
Q1 		$4.48K Buy
+141
New +$4.41K ﹤0.01% 1992

Other funds holding GTY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.54B AUM 4.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's GTY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Getty Realty Corp (GTY) in Q3 2026: 183 shares worth $5.17K. The stake represents ﹤0.01% of the portfolio and ranks #2218 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GTY as recently as Q1 2026.

Root Financial Partners first reported a position in GTY in Q1 2026 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold GTY as of Q3 2026.

  • Root Financial Partners held 183 shares of Getty Realty Corp worth $5.17K as of Q3 2026.
  • Getty Realty Corp was a new Root Financial Partners position in Q3 2026.
  • Getty Realty Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2218 holding.
  • Root Financial Partners first reported a position in Getty Realty Corp in Q1 2026 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Getty Realty Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.