Root Financial Partners
TRTX icon

Root Financial Partners’s TPG RE Finance Trust TRTX Stock Holding History

Root Financial Partners’s Portfolio TRTX Stock Details TRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.38K Buy
+381
New +$3K ﹤0.01% 2563
2026
Q2 		– Sell
-147
Closed -$1.15K – 2969
2026
Q1 		$1.15K Buy
+147
New +$1.27K ﹤0.01% 2554

Other funds holding TRTX

State of New Jersey Common Pension Fund A
State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

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

Root Financial Partners opened a new position in TPG RE Finance Trust (TRTX) in Q3 2026: 381 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #2563 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TRTX as recently as Q1 2026.

Root Financial Partners first reported a position in TRTX in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold TRTX as of Q3 2026.

  • Root Financial Partners held 381 shares of TPG RE Finance Trust worth $2.38K as of Q3 2026.
  • TPG RE Finance Trust was a new Root Financial Partners position in Q3 2026.
  • TPG RE Finance Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2563 holding.
  • Root Financial Partners first reported a position in TPG RE Finance Trust in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held TPG RE Finance Trust as of Q3 2026.

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