AF
DHC

Allworth Financial’s Diversified Healthcare Trust DHC Stock Holding History

Allworth Financial’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
Q2 		$3.6K Buy
387
+343
+780% +$2.81K ﹤0.01% 4290
2026
Q1 		$293 Buy
44
+28
+175% +$178 ﹤0.01% 4855
2025
Q4 		$78 Sell
16
-9
-36% -$41 ﹤0.01% 4805
2025
Q3 		$111 Buy
+25
New +$95 ﹤0.01% 4670
2024
Q3 		– Sell
-1
Closed -$2 – 3767
2024
Q2 		$2 Sell
1
-2,509
-100% -$6.37K ﹤0.01% 3680
2024
Q1 		$6.17K Sell
2,510
-3,490
-58% -$10K ﹤0.01% 2318
2023
Q4 		$22.4K Buy
+6,000
New +$14.1K ﹤0.01% 1585
2022
Q4 		– Sell
-311
Closed – – 3053
2022
Q3 		$0 Buy
+311
New +$499 ﹤0.01% 2751
2022
Q2 		– Sell
-31
Closed – – 2482
2022
Q1 		$0 Hold
31
– – ﹤0.01% 2170
2021
Q4 		$0 Hold
31
– – ﹤0.01% 1968
2021
Q3 		$0 Buy
+31
New +$117 ﹤0.01% 1888
2020
Q2 		– Sell
-403
Closed -$1K – 1215
2020
Q1 		$1K Buy
+403
New +$2.64K ﹤0.01% 1124
2018
Q1 		– Hold
0
– – – 520

Other funds holding DHC

FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Allworth Financial's DHC Position: Q2 2026 in Review

Allworth Financial increased its Diversified Healthcare Trust (DHC) stake by 780% in Q2 2026, buying an estimated $2.81K and bringing the position to 387 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4290.

Allworth Financial first reported a position in DHC in Q1 2020 and has held it in 12 quarters since. The position peaked at $22.4K in Q4 2023. 239 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

  • Allworth Financial held 387 shares of Diversified Healthcare Trust worth $3.6K as of Q2 2026.
  • Allworth Financial bought 343 Diversified Healthcare Trust shares in Q2 2026, an estimated $2.81K.
  • Diversified Healthcare Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4290 holding.
  • Allworth Financial first reported a position in Diversified Healthcare Trust in Q1 2020 and has held it in 12 quarters since.
  • Allworth Financial's Diversified Healthcare Trust position peaked at $22.4K in Q4 2023.
  • 239 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.