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Root Financial Partners’s Healthcare Realty HR Stock Holding History

Root Financial Partners’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-637
Closed -$10.8K – 1643
2026
Q1 		$10.8K Buy
+637
New +$11.2K ﹤0.01% 1654

Other funds holding HR

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

Root Financial Partners sold out of Healthcare Realty (HR) in Q2 2026, closing a stake of 637 shares — an estimated $10.8K sold.

Root Financial Partners first reported a position in HR in Q1 2026 and held it in 1 quarter. The position peaked at $10.8K in Q1 2026. 116 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Root Financial Partners reported no remaining Healthcare Realty position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 637 Healthcare Realty shares in Q2 2026, an estimated $10.8K.
  • Root Financial Partners first reported a position in Healthcare Realty in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Healthcare Realty position peaked at $10.8K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

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