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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
Q1 		$943 Buy
+20
New +$991 ﹤0.01% 2634

Other funds holding AHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Root Financial Partners's AHR Position: Q1 2026 in Review

Root Financial Partners opened a new position in American Healthcare REIT (AHR) in Q1 2026: 20 shares worth $943. The stake represents ﹤0.01% of the portfolio and ranks #2634 among its holdings.

518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Root Financial Partners held 20 shares of American Healthcare REIT worth $943 as of Q1 2026.
  • American Healthcare REIT was a new Root Financial Partners position in Q1 2026.
  • American Healthcare REIT made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2634 holding.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.