Root Financial Partners, LLC
Position in KW — Kennedy-Wilson Holdings, Inc.
CIK 1977181
ENCINITAS, CA
Position in KW
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,830
+$2,593 QoQ
Shares Held
354
+176.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 236 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KW Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Root Financial Partners, LLC holds $220,987 across 20 Real Estate Services names. KW ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
562 | $76,128 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
223 | $67,863 | |
| 3 | CWK |
Cushman & Wakefield Ltd.
|
1,772 | $21,724 | |
| 4 | AGNT |
AGNT, Inc.
|
2,997 | $17,952 | |
| 5 | NMRK |
Newmark Group, Inc.
|
854 | $12,801 | |
| 6 | CSGP |
Costar Group, Inc.
|
231 | $9,318 | |
| 7 | COMP |
Compass, Inc.
|
866 | $6,330 | |
| 8 | KW |
Kennedy-Wilson Holdings, Inc.
This page
|
354 | $3,830 |
All Filings in KW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,830 | 354 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,237 | 128 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,064 | 128 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||