Chicago Partners Investment Group’s Diversified Healthcare Trust DHC Stock Holding History

Chicago Partners Investment Group’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	$169K	Buy	18,298 +3,294	+22%	+$27K	﹤0.01%	1448
2026 Q1	$104K	Buy	15,004 +512	+4%	+$3.25K	﹤0.01%	1389
2025 Q4	$82K	Buy	14,492 +425	+3%	+$1.93K	﹤0.01%	1271
2025 Q3	$58.7K	Buy	14,067 +33	+0.2%	+$126	﹤0.01%	1198
2025 Q2	$49.5K	Hold	14,034	–	–	﹤0.01%	1080
2025 Q1	$41K	Buy	+14,034	New	+$34.6K	﹤0.01%	917
2018 Q4	–	Sell	-1,400	Closed	-$23K	–	471
2018 Q3	$23K	Buy	1,400 +700	+100%	+$12.9K	﹤0.01%	658
2018 Q2	$13K	Sell	700 -1,000	-59%	-$16.5K	﹤0.01%	747
2018 Q1	$27K	Hold	1,700	–	–	﹤0.01%	560
2017 Q4	$33K	Hold	1,700	–	–	0.01%	521
2017 Q3	$33K	Sell	1,700 -700	-29%	-$13.6K	0.01%	510
2017 Q2	$48K	Buy	+2,400	New	+$51.2K	0.01%	391

Other funds holding DHC

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Chicago Partners Investment Group's DHC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Diversified Healthcare Trust (DHC) stake by 22% in Q2 2026, buying an estimated $27K and bringing the position to 18,298 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Chicago Partners Investment Group first reported a position in DHC in Q2 2017 and has held it in 12 quarters since. 240 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

Chicago Partners Investment Group held 18,298 shares of Diversified Healthcare Trust worth $169K as of Q2 2026.
Chicago Partners Investment Group bought 3,294 Diversified Healthcare Trust shares in Q2 2026, an estimated $27K.
Diversified Healthcare Trust made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1448 holding.
Chicago Partners Investment Group first reported a position in Diversified Healthcare Trust in Q2 2017 and has held it in 12 quarters since.
240 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.