Root Financial Partners
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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
Q3 		$1.02K Buy
+20
New +$1.1K ﹤0.01% 2938
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return

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

Root Financial Partners opened a new position in American Healthcare REIT (AHR) in Q3 2026: 20 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #2938 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AHR as recently as Q1 2026.

Root Financial Partners first reported a position in AHR in Q1 2026 and has held it in 2 quarters since. 467 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Root Financial Partners held 20 shares of American Healthcare REIT worth $1.02K as of Q3 2026.
  • American Healthcare REIT was a new Root Financial Partners position in Q3 2026.
  • American Healthcare REIT made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2938 holding.
  • Root Financial Partners first reported a position in American Healthcare REIT in Q1 2026 and has held it in 2 quarters since.
  • 467 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

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