True Wealth Design’s Transcontinental Realty Investors TCI Stock Holding History

True Wealth Design’s Portfolio TCI Stock Details TCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$223	Buy	5 +1	+25%	+$41	﹤0.01%	2331
2026 Q2	$184	Hold	4	–	–	﹤0.01%	2463
2026 Q1	$140	Hold	4	–	–	﹤0.01%	2401
2025 Q4	$235	Hold	4	–	–	﹤0.01%	2186
2025 Q3	$185	Hold	4	–	–	﹤0.01%	2321
2025 Q2	$171	Sell	4 -2	-33%	-$68	﹤0.01%	2117
2025 Q1	$168	Buy	6 +2	+50%	+$56	﹤0.01%	2020
2024 Q4	$120	Buy	+4	New	+$113	﹤0.01%	1268

Other funds holding TCI

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's TCI Position: Q3 2026 in Review

True Wealth Design increased its Transcontinental Realty Investors (TCI) stake by 25% in Q3 2026, buying an estimated $41 and bringing the position to 5 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

True Wealth Design first reported a position in TCI in Q4 2024 and has held it in 8 quarters since. The position peaked at $235 in Q4 2025. 4 funds tracked by Wall St. Rank hold TCI as of Q3 2026.

True Wealth Design held 5 shares of Transcontinental Realty Investors worth $223 as of Q3 2026.
True Wealth Design bought 1 Transcontinental Realty Investors share in Q3 2026, an estimated $41.
Transcontinental Realty Investors made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2331 holding.
True Wealth Design first reported a position in Transcontinental Realty Investors in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Transcontinental Realty Investors position peaked at $235 in Q4 2025.
4 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.