Chicago Partners Investment 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
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