Corient Private Wealth
DHC

Corient Private Wealth’s Diversified Healthcare Trust DHC Stock Holding History

Corient Private Wealth’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 		$148K Buy
15,897
+140
+0.9% +$1.15K ﹤0.01% 2849
2026
Q1 		$105K Buy
15,757
+93
+0.6% +$590 ﹤0.01% 2683
2025
Q4 		$76K Buy
15,664
+3,043
+24% +$13.8K ﹤0.01% 2571
2025
Q3 		$55.7K Buy
12,621
+40
+0.3% +$152 ﹤0.01% 2490
2025
Q2 		$45K Hold
12,581
– – ﹤0.01% 2391
2025
Q1 		$30.2K Sell
12,581
-400
-3% -$987 ﹤0.01% 2246
2024
Q4 		$29.9K Buy
12,981
+380
+3% +$1.12K ﹤0.01% 2301
2024
Q3 		$52.8K Hold
12,601
– – ﹤0.01% 2391
2024
Q2 		$38.4K Hold
12,601
– – ﹤0.01% 2274
2024
Q1 		$31K Sell
12,601
-983
-7% -$2.81K ﹤0.01% 2247
2023
Q4 		$50.8K Buy
+13,584
New +$31.9K ﹤0.01% 2198
2023
Q3 		– Sell
-16,520
Closed -$37.2K – 2170
2023
Q2 		$37.2K Buy
+16,520
New +$23.7K ﹤0.01% 2032
2023
Q1 		– Sell
-12,000
Closed -$7.76K – 2020
2022
Q4 		$7.76K Buy
+12,000
New +$11.8K ﹤0.01% 1682

Other funds holding DHC

FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Corient Private Wealth's DHC Position: Q2 2026 in Review

Corient Private Wealth increased its Diversified Healthcare Trust (DHC) stake by 0.89% in Q2 2026, buying an estimated $1.15K and bringing the position to 15,897 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2849.

Corient Private Wealth first reported a position in DHC in Q4 2022 and has held it in 13 quarters since. 239 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

  • Corient Private Wealth held 15,897 shares of Diversified Healthcare Trust worth $148K as of Q2 2026.
  • Corient Private Wealth bought 140 Diversified Healthcare Trust shares in Q2 2026, an estimated $1.15K.
  • Diversified Healthcare Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2849 holding.
  • Corient Private Wealth first reported a position in Diversified Healthcare Trust in Q4 2022 and has held it in 13 quarters since.
  • 239 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.