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Root Financial Partners’s American Healthcare REIT AHR Stock Holding History

Root Financial Partners’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20
Closed -$943 – 3275
2026
Q1 		$943 Buy
+20
New +$991 ﹤0.01% 2634

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Root Financial Partners sold out of American Healthcare REIT (AHR) in Q2 2026, closing a stake of 20 shares — an estimated $943 sold.

Root Financial Partners first reported a position in AHR in Q1 2026 and held it in 1 quarter. The position peaked at $943 in Q1 2026. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Root Financial Partners reported no remaining American Healthcare REIT position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 20 American Healthcare REIT shares in Q2 2026, an estimated $943.
  • Root Financial Partners first reported a position in American Healthcare REIT in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's American Healthcare REIT position peaked at $943 in Q1 2026.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

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