RFP
OLP

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
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

Other funds holding OLP

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's OLP Position: Q2 2026 in Review

Root Financial Partners sold out of One Liberty Properties (OLP) in Q2 2026, closing a stake of 536 shares — an estimated $11.5K sold.

Root Financial Partners first reported a position in OLP in Q4 2025 and held it in 2 quarters. The position peaked at $11.5K in Q1 2026. 135 funds tracked by Wall St. Rank hold OLP as of Q2 2026.

  • Root Financial Partners reported no remaining One Liberty Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 536 One Liberty Properties shares in Q2 2026, an estimated $11.5K.
  • Root Financial Partners first reported a position in One Liberty Properties in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's One Liberty Properties position peaked at $11.5K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.