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Root Financial Partners’s Real Brokerage REAX Stock Holding History

Root Financial Partners’s Portfolio REAX Stock Details REAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-176
Closed -$440 – 2532
2026
Q1 		$440 Buy
+176
New +$532 ﹤0.01% 2909

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EA
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Root Financial Partners's REAX Position: Q2 2026 in Review

Root Financial Partners sold out of Real Brokerage (REAX) in Q2 2026, closing a stake of 176 shares — an estimated $440 sold.

Root Financial Partners first reported a position in REAX in Q1 2026 and held it in 1 quarter. The position peaked at $440 in Q1 2026. 35 funds tracked by Wall St. Rank hold REAX as of Q2 2026.

  • Root Financial Partners reported no remaining Real Brokerage position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 176 Real Brokerage shares in Q2 2026, an estimated $440.
  • Root Financial Partners first reported a position in Real Brokerage in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Real Brokerage position peaked at $440 in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Real Brokerage as of Q2 2026.

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