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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-147
Closed -$1.15K 2969
2026
Q1
$1.15K Buy
+147
New +$1.27K ﹤0.01% 2554

Other funds holding TRTX

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

Root Financial Partners sold out of TPG RE Finance Trust (TRTX) in Q2 2026, closing a stake of 147 shares — an estimated $1.15K sold.

Root Financial Partners first reported a position in TRTX in Q1 2026 and held it in 1 quarter. The position peaked at $1.15K in Q1 2026. 154 funds tracked by Wall St. Rank hold TRTX as of Q2 2026.

  • Root Financial Partners reported no remaining TPG RE Finance Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 147 TPG RE Finance Trust shares in Q2 2026, an estimated $1.15K.
  • Root Financial Partners first reported a position in TPG RE Finance Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's TPG RE Finance Trust position peaked at $1.15K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held TPG RE Finance Trust as of Q2 2026.

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