Root Financial Partners
HR icon

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
Q3 		$18.2K Buy
+1,028
New +$20.3K ﹤0.01% 1604
2026
Q2 		– Sell
-637
Closed -$10.8K – 1643
2026
Q1 		$10.8K Buy
+637
New +$11.2K ﹤0.01% 1654

Other funds holding HR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Root Financial Partners opened a new position in Healthcare Realty (HR) in Q3 2026: 1,028 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #1604 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HR as recently as Q1 2026.

Root Financial Partners first reported a position in HR in Q1 2026 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold HR as of Q3 2026.

  • Root Financial Partners held 1,028 shares of Healthcare Realty worth $18.2K as of Q3 2026.
  • Healthcare Realty was a new Root Financial Partners position in Q3 2026.
  • Healthcare Realty made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1604 holding.
  • Root Financial Partners first reported a position in Healthcare Realty in Q1 2026 and has held it in 2 quarters since.
  • 382 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2026.

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