Root Financial Partners
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Root Financial Partners’s ACRES Commercial Realty ACR Stock Holding History

Root Financial Partners’s Portfolio ACR Stock Details ACR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33 Buy
+3
New +$45 ﹤0.01% 3758
2026
Q2 		– Sell
-4
Closed -$77 – 440
2026
Q1 		$77 Buy
+4
New +$77 ﹤0.01% 3321

Other funds holding ACR

Eagle Point Credit Management
Eagle Point Credit Management Greenwich, Connecticut $56.4M AUM 18.94% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Root Financial Partners opened a new position in ACRES Commercial Realty (ACR) in Q3 2026: 3 shares worth $33. The stake represents ﹤0.01% of the portfolio and ranks #3758 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ACR as recently as Q1 2026.

Root Financial Partners first reported a position in ACR in Q1 2026 and has held it in 2 quarters since. The position peaked at $77 in Q1 2026. 33 funds tracked by Wall St. Rank hold ACR as of Q3 2026.

  • Root Financial Partners held 3 shares of ACRES Commercial Realty worth $33 as of Q3 2026.
  • ACRES Commercial Realty was a new Root Financial Partners position in Q3 2026.
  • ACRES Commercial Realty made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3758 holding.
  • Root Financial Partners first reported a position in ACRES Commercial Realty in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's ACRES Commercial Realty position peaked at $77 in Q1 2026.
  • 33 funds tracked by Wall St. Rank held ACRES Commercial Realty as of Q3 2026.

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