Carson Wealth (CWM LLC)
DHC

Carson Wealth (CWM LLC)’s Diversified Healthcare Trust DHC Stock Holding History

Carson Wealth (CWM 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
Q1 		$21.1K Sell
3,172
-3,383
-52% -$21.5K ﹤0.01% 4379
2025
Q4 		$32K Buy
6,555
+4,167
+174% +$18.9K ﹤0.01% 3907
2025
Q3 		$11K Buy
2,388
+24
+1% +$91 ﹤0.01% 4423
2025
Q2 		$8K Sell
2,364
-763
-24% -$2.2K ﹤0.01% 4389
2025
Q1 		$8K Buy
3,127
+1,098
+54% +$2.71K ﹤0.01% 4206
2024
Q4 		$5K Buy
2,029
+1,682
+485% +$4.95K ﹤0.01% 4186
2024
Q3 		$1K Sell
347
-139
-29% -$468 ﹤0.01% 4552
2024
Q2 		$1K Buy
486
+65
+15% +$165 ﹤0.01% 4357
2024
Q1 		$1K Hold
421
– – ﹤0.01% 4113
2023
Q4 		$2K Hold
421
– – ﹤0.01% 3795
2023
Q3 		$1K Hold
421
– – ﹤0.01% 3958
2023
Q2 		$1K Hold
421
– – ﹤0.01% 3944
2023
Q1 		$1K Hold
421
– – ﹤0.01% 3808
2022
Q4 		$0 Hold
421
– – ﹤0.01% 4016
2022
Q3 		$0 Buy
421
+200
+90% +$321 ﹤0.01% 3961
2022
Q2 		$0 Sell
221
-562
-72% -$1.28K ﹤0.01% 3846
2022
Q1 		$3K Buy
+783
New +$2.39K ﹤0.01% 3015
2019
Q1 		– Sell
-692
Closed -$8K – 3000
2018
Q4 		$8K Sell
692
-69
-9% -$1.02K ﹤0.01% 1403
2018
Q3 		$13K Sell
761
-2
-0.3% -$37 ﹤0.01% 1078
2018
Q2 		$14K Buy
763
+626
+457% +$10.4K ﹤0.01% 906
2018
Q1 		$2K Hold
137
– – ﹤0.01% 1161
2017
Q4 		$3K Buy
137
+3
+2% +$57 ﹤0.01% 1189
2017
Q3 		$3K Sell
134
-5
-4% -$97 ﹤0.01% 1195
2017
Q2 		$3K Buy
139
+3
+2% +$64 ﹤0.01% 950
2017
Q1 		$3K Buy
+136
New +$2.67K ﹤0.01% 931
2016
Q4 		– Sell
-500
Closed -$11K – 1115
2016
Q3 		$11K Hold
500
– – ﹤0.01% 670
2016
Q2 		$10K Hold
500
– – ﹤0.01% 551
2016
Q1 		$9K Hold
500
– – ﹤0.01% 537
2015
Q4 		$7K Sell
500
-5
-1% -$75 ﹤0.01% 493
2015
Q3 		$8K Buy
+505
New +$8.34K ﹤0.01% 462

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 $1.3B AUM 18.3% 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

Carson Wealth (CWM LLC)'s DHC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Diversified Healthcare Trust (DHC) stake by 52% in Q1 2026, selling an estimated $21.5K and leaving 3,172 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4379.

Carson Wealth (CWM LLC) first reported a position in DHC in Q3 2015 and has held it in 30 quarters since. The position peaked at $32K in Q4 2025. 231 funds tracked by Wall St. Rank hold DHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,172 shares of Diversified Healthcare Trust worth $21.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,383 Diversified Healthcare Trust shares in Q1 2026, an estimated $21.5K.
  • Diversified Healthcare Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4379 holding.
  • Carson Wealth (CWM LLC) first reported a position in Diversified Healthcare Trust in Q3 2015 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Diversified Healthcare Trust position peaked at $32K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.