APG
DHC

Abacus Planning Group’s Diversified Healthcare Trust DHC Stock Holding History

Abacus Planning Group’s Portfolio DHC Stock Details DHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-49,283
Closed -$239K – 272
2025
Q4 		$239K Hold
49,283
– – 0.03% 227
2025
Q3 		$217K Hold
49,283
– – 0.03% 231
2025
Q2 		$176K Buy
49,283
+10,822
+28% +$31.2K 0.03% 231
2025
Q1 		$92.3K Buy
+38,461
New +$94.9K 0.02% 228

Other funds holding DHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Abacus Planning Group's DHC Position: Q1 2026 in Review

Abacus Planning Group sold out of Diversified Healthcare Trust (DHC) in Q1 2026, closing a stake of 49,283 shares — an estimated $239K sold.

Abacus Planning Group first reported a position in DHC in Q1 2025 and held it in 4 quarters. The position peaked at $239K in Q4 2025. 232 funds tracked by Wall St. Rank hold DHC as of Q1 2026.

  • Abacus Planning Group reported no remaining Diversified Healthcare Trust position as of Q1 2026 after selling out during the quarter.
  • Abacus Planning Group sold 49,283 Diversified Healthcare Trust shares in Q1 2026, an estimated $239K.
  • Abacus Planning Group first reported a position in Diversified Healthcare Trust in Q1 2025 and held it in 4 quarters.
  • Abacus Planning Group's Diversified Healthcare Trust position peaked at $239K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2026.

Based on Abacus Planning Group's 13F filing for Q1 2026, filed 8 Apr 2026.