AWS
DHC

Atria Wealth Solutions’s Diversified Healthcare Trust DHC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-10,000
Closed -$24K – 1554
2025
Q1 		$24K Hold
10,000
– – ﹤0.01% 1842
2024
Q4 		$23K Buy
+10,000
New +$29.4K ﹤0.01% 1955

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCP
BlackBarn Capital Partners New York $1.19B AUM 63.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's DHC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Diversified Healthcare Trust (DHC) in Q2 2025, closing a stake of 10,000 shares — an estimated $24K sold.

Atria Wealth Solutions first reported a position in DHC in Q4 2024 and held it in 2 quarters. The position peaked at $24K in Q1 2025. 196 funds tracked by Wall St. Rank hold DHC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Diversified Healthcare Trust position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,000 Diversified Healthcare Trust shares in Q2 2025, an estimated $24K.
  • Atria Wealth Solutions first reported a position in Diversified Healthcare Trust in Q4 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Diversified Healthcare Trust position peaked at $24K in Q1 2025.
  • 196 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.