Essential Partners’s Diversified Healthcare Trust DHC Stock Holding History

Essential Partners’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 Q3	$612	Sell	78 -103	-57%	-$867	﹤0.01%	2334
2026 Q2	$1.68K	Buy	181 +171	+1,710%	+$1.4K	﹤0.01%	2046
2026 Q1	$66	Hold	10	–	–	﹤0.01%	2764
2025 Q4	$49	Hold	10	–	–	﹤0.01%	2636
2025 Q3	$44	Hold	10	–	–	﹤0.01%	2579
2025 Q2	$36	Buy	+10	New	+$29	﹤0.01%	2181

Other funds holding DHC

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

LCM

LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Essential Partners's DHC Position: Q3 2026 in Review

Essential Partners reduced its Diversified Healthcare Trust (DHC) stake by 57% in Q3 2026, selling an estimated $867 and leaving 78 shares worth $612. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

Essential Partners first reported a position in DHC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.68K in Q2 2026. 18 funds tracked by Wall St. Rank hold DHC as of Q3 2026.

Essential Partners held 78 shares of Diversified Healthcare Trust worth $612 as of Q3 2026.
Essential Partners sold 103 Diversified Healthcare Trust shares in Q3 2026, an estimated $867.
Diversified Healthcare Trust made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2334 holding.
Essential Partners first reported a position in Diversified Healthcare Trust in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Diversified Healthcare Trust position peaked at $1.68K in Q2 2026.
18 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.