Atomi Financial Group’s Diversified Healthcare Trust DHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-18,982
Closed -$45.6K 1127
2025
Q1
$45.6K Buy
18,982
+150
+0.8% +$370 ﹤0.01% 1031
2024
Q4
$43.3K Hold
18,832
﹤0.01% 963
2024
Q3
$78.9K Hold
18,832
﹤0.01% 899
2024
Q2
$57.4K Hold
18,832
﹤0.01% 787
2024
Q1
$46.3K Buy
+18,832
New +$53.9K ﹤0.01% 728

Other funds holding DHC

Atomi Financial Group's DHC Position: Q2 2025 in Review

Atomi Financial Group sold out of Diversified Healthcare Trust (DHC) in Q2 2025, closing a stake of 18,982 shares — an estimated $45.6K sold.

Atomi Financial Group first reported a position in DHC in Q1 2024 and held it in 5 quarters. The position peaked at $78.9K in Q3 2024. 196 funds tracked by Wall St. Rank hold DHC as of Q2 2025.

  • Atomi Financial Group reported no remaining Diversified Healthcare Trust position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 18,982 Diversified Healthcare Trust shares in Q2 2025, an estimated $45.6K.
  • Atomi Financial Group first reported a position in Diversified Healthcare Trust in Q1 2024 and held it in 5 quarters.
  • Atomi Financial Group's Diversified Healthcare Trust position peaked at $78.9K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.