Root Financial Partners
NLOP icon

Root Financial Partners’s Net Lease Office Properties NLOP Stock Holding History

Root Financial Partners’s Portfolio NLOP Stock Details NLOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$118 Buy
+12
New +$135 ﹤0.01% 3615
2026
Q2 		– Sell
-39
Closed -$449 – 2195
2026
Q1 		$449 Sell
39
-287
-88% -$4.82K ﹤0.01% 2903
2025
Q4 		$8.41K Sell
326
-1
-0.3% -$28 ﹤0.01% 1574
2025
Q3 		$9.7K Buy
+327
New +$10.3K ﹤0.01% 1461

Other funds holding NLOP

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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

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

Root Financial Partners opened a new position in Net Lease Office Properties (NLOP) in Q3 2026: 12 shares worth $118. The stake represents ﹤0.01% of the portfolio and ranks #3615 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NLOP as recently as Q1 2026.

Root Financial Partners first reported a position in NLOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.7K in Q3 2025. 107 funds tracked by Wall St. Rank hold NLOP as of Q3 2026.

  • Root Financial Partners held 12 shares of Net Lease Office Properties worth $118 as of Q3 2026.
  • Net Lease Office Properties was a new Root Financial Partners position in Q3 2026.
  • Net Lease Office Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3615 holding.
  • Root Financial Partners first reported a position in Net Lease Office Properties in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Net Lease Office Properties position peaked at $9.7K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Net Lease Office Properties as of Q3 2026.

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