Clearstead Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Clearstead Advisors’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 Q4	–	Sell	-129	Closed	-$569	–	2885
2025 Q3	$569	Buy	+129	New	+$491	﹤0.01%	2717
2019 Q2	–	Sell	-25,894	Closed	-$305K	–	274
2019 Q1	$305K	Buy	+25,894	New	+$332K	0.04%	209
2018 Q4	–	Hold	0	–	–	–	202
2018 Q3	–	Hold	0	–	–	–	182
2018 Q2	–	Hold	0	–	–	–	176
2018 Q1	–	Hold	0	–	–	–	178
2017 Q4	–	Hold	0	–	–	–	157
2017 Q3	–	Hold	0	–	–	–	159
2017 Q2	–	Sell	-24,389	Closed	-$521K	–	149
2017 Q1	$494K	Buy	+24,389	New	+$478K	0.07%	144
2016 Q4	–	Hold	0	–	–	–	135

Other funds holding DHC

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $500M AUM 24.68% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCP

BlackBarn Capital Partners New York $1.24B AUM 55.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors's DHC Position: Q4 2025 in Review

Clearstead Advisors sold out of Diversified Healthcare Trust (DHC) in Q4 2025, closing a stake of 129 shares — an estimated $569 sold.

Clearstead Advisors first reported a position in DHC in Q1 2017 and held it in 3 quarters. The position peaked at $494K in Q1 2017. 218 funds tracked by Wall St. Rank hold DHC as of Q4 2025.

Clearstead Advisors reported no remaining Diversified Healthcare Trust position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 129 Diversified Healthcare Trust shares in Q4 2025, an estimated $569.
Clearstead Advisors first reported a position in Diversified Healthcare Trust in Q1 2017 and held it in 3 quarters.
Clearstead Advisors's Diversified Healthcare Trust position peaked at $494K in Q1 2017.
218 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.