Abel Hall LLC
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Abel Hall LLC’s Diversified Healthcare Trust DHC Stock Holding History

Abel Hall LLC’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
Q3 		$255K Buy
32,484
+148
+0.5% +$1.25K 0.05% 526
2026
Q2 		$301K Buy
32,336
+345
+1% +$2.83K 0.05% 477
2026
Q1 		$212K Buy
31,991
+81
+0.3% +$514 0.05% 588
2025
Q4 		$155K Buy
+31,910
New +$145K 0.04% 577

Other funds holding DHC

Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Pavaki Capital Management
Pavaki Capital Management Pueblo, Colorado $294M AUM 34.46% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Abel Hall LLC's DHC Position: Q3 2026 in Review

Abel Hall LLC increased its Diversified Healthcare Trust (DHC) stake by 0.46% in Q3 2026, buying an estimated $1.25K and bringing the position to 32,484 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #526.

Abel Hall LLC first reported a position in DHC in Q4 2025 and has held it in 4 quarters since. The position peaked at $301K in Q2 2026. 56 funds tracked by Wall St. Rank hold DHC as of Q3 2026.

  • Abel Hall LLC held 32,484 shares of Diversified Healthcare Trust worth $255K as of Q3 2026.
  • Abel Hall LLC bought 148 Diversified Healthcare Trust shares in Q3 2026, an estimated $1.25K.
  • Diversified Healthcare Trust made up 0.05% of Abel Hall LLC's portfolio in Q3 2026, its #526 holding.
  • Abel Hall LLC first reported a position in Diversified Healthcare Trust in Q4 2025 and has held it in 4 quarters since.
  • Abel Hall LLC's Diversified Healthcare Trust position peaked at $301K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.