Commonwealth Equity Services
DHC

Commonwealth Equity Services’s Diversified Healthcare Trust DHC Stock Holding History

Commonwealth Equity Services’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
-29,577
Closed -$130K – 4324
2025
Q3 		$130K Buy
+29,577
New +$113K ﹤0.01% 4041
2024
Q3 		– Sell
-20,130
Closed -$61K – 4093
2024
Q2 		$61K Sell
20,130
-211
-1% -$535 ﹤0.01% 3874
2024
Q1 		$50K Buy
20,341
+576
+3% +$1.65K ﹤0.01% 3894
2023
Q4 		$74K Sell
19,765
-32,268
-62% -$75.9K ﹤0.01% 3713
2023
Q3 		$101K Sell
52,033
-542,527
-91% -$1.38M ﹤0.01% 3569
2023
Q2 		$1.34M Sell
594,560
-196,951
-25% -$283K ﹤0.01% 1899
2023
Q1 		$1.07K Buy
791,511
+525,277
+197% +$543K ﹤0.01% 1998
2022
Q4 		$172K Buy
266,234
+59,435
+29% +$58.7K ﹤0.01% 3287
2022
Q3 		$204K Buy
206,799
+22,521
+12% +$36.1K ﹤0.01% 3156
2022
Q2 		$335K Buy
184,278
+28,367
+18% +$64.8K ﹤0.01% 2736
2022
Q1 		$498K Buy
155,911
+53,451
+52% +$163K ﹤0.01% 2523
2021
Q4 		$316K Buy
102,460
+28,914
+39% +$93.4K ﹤0.01% 2931
2021
Q3 		$249K Buy
73,546
+22,026
+43% +$83.1K ﹤0.01% 3086
2021
Q2 		$215K Sell
51,520
-20,495
-28% -$84.6K ﹤0.01% 3213
2021
Q1 		$344K Buy
72,015
+20,131
+39% +$92.7K ﹤0.01% 2647
2020
Q4 		$213K Sell
51,884
-9,345
-15% -$36.8K ﹤0.01% 2868
2020
Q3 		$215K Sell
61,229
-8,888
-13% -$34.7K ﹤0.01% 2651
2020
Q2 		$310K Sell
70,117
-12,095
-15% -$42.8K ﹤0.01% 2255
2020
Q1 		$298K Buy
82,212
+2,317
+3% +$15.2K ﹤0.01% 2069
2019
Q4 		$674K Sell
79,895
-16,333
-17% -$138K ﹤0.01% 1679
2019
Q3 		$890K Sell
96,228
-11,692
-11% -$101K ﹤0.01% 1432
2019
Q2 		$892K Sell
107,920
-6,969
-6% -$58K ﹤0.01% 1417
2019
Q1 		$1.35M Buy
114,889
+9,643
+9% +$124K 0.01% 1116
2018
Q4 		$1.23M Sell
105,246
-24,812
-19% -$368K 0.01% 1082
2018
Q3 		$2.28M Sell
130,058
-44,367
-25% -$815K 0.01% 869
2018
Q2 		$3.15M Buy
174,425
+140
+0.1% +$2.31K 0.02% 685
2018
Q1 		$2.73M Buy
174,285
+42,290
+32% +$703K 0.01% 712
2017
Q4 		$2.53M Sell
131,995
-788
-0.6% -$15.1K 0.01% 735
2017
Q3 		$2.6M Buy
132,783
+3,426
+3% +$66.8K 0.02% 674
2017
Q2 		$2.64M Buy
129,357
+1,285
+1% +$27.4K 0.02% 645
2017
Q1 		$2.59M Sell
128,072
-6,872
-5% -$135K 0.02% 635
2016
Q4 		$2.55M Buy
134,944
+13,351
+11% +$259K 0.02% 614
2016
Q3 		$2.76M Buy
121,593
+50
+0% +$1.11K 0.02% 548
2016
Q2 		$2.53M Sell
121,543
-2,396
-2% -$44.6K 0.02% 556
2016
Q1 		$2.22M Buy
123,939
+37,303
+43% +$582K 0.02% 590
2015
Q4 		$1.29M Sell
86,636
-3,910
-4% -$58.4K 0.01% 797
2015
Q3 		$1.45M Sell
90,546
-4,467
-5% -$73.8K 0.02% 720
2015
Q2 		$1.65M Buy
95,013
+8,985
+10% +$178K 0.02% 702
2015
Q1 		$1.89M Buy
86,028
+1,325
+2% +$29.6K 0.02% 617
2014
Q4 		$1.86M Buy
84,703
+14,382
+20% +$315K 0.02% 605
2014
Q3 		$1.46M Buy
70,321
+8,964
+15% +$203K 0.02% 681
2014
Q2 		$1.48M Buy
61,357
+2,364
+4% +$55.2K 0.02% 675
2014
Q1 		$1.31M Buy
58,993
+4,460
+8% +$97.6K 0.02% 673
2013
Q4 		$1.2M Sell
54,533
-12,346
-18% -$286K 0.02% 675
2013
Q3 		$1.55M Buy
66,879
+1,533
+2% +$37.1K 0.03% 540
2013
Q2 		$1.68M Buy
+65,346
New +$1.77M 0.03% 474

Other funds holding DHC

FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.3B AUM 18.3% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCP
BlackBarn Capital Partners New York $1.24B AUM 55.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Commonwealth Equity Services's DHC Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Diversified Healthcare Trust (DHC) in Q4 2025, closing a stake of 29,577 shares — an estimated $130K sold.

Commonwealth Equity Services first reported a position in DHC in Q2 2013 and held it in 46 quarters. The position peaked at $3.15M in Q2 2018. 216 funds tracked by Wall St. Rank hold DHC as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Diversified Healthcare Trust position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 29,577 Diversified Healthcare Trust shares in Q4 2025, an estimated $130K.
  • Commonwealth Equity Services first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 46 quarters.
  • Commonwealth Equity Services's Diversified Healthcare Trust position peaked at $3.15M in Q2 2018.
  • 216 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.