Root Financial Partners
OLP icon

Root Financial Partners’s One Liberty Properties OLP Stock Holding History

Root Financial Partners’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.3K Buy
+560
New +$13.5K ﹤0.01% 1811
2026
Q2 		– Sell
-536
Closed -$11.5K – 2290
2026
Q1 		$11.5K Buy
536
+22
+4% +$489 ﹤0.01% 1611
2025
Q4 		$10.4K Buy
+514
New +$10.6K ﹤0.01% 1475

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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in One Liberty Properties (OLP) in Q3 2026: 560 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #1811 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OLP as recently as Q1 2026.

Root Financial Partners first reported a position in OLP in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold OLP as of Q3 2026.

  • Root Financial Partners held 560 shares of One Liberty Properties worth $12.3K as of Q3 2026.
  • One Liberty Properties was a new Root Financial Partners position in Q3 2026.
  • One Liberty Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1811 holding.
  • Root Financial Partners first reported a position in One Liberty Properties in Q4 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2026.

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