EverSource Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History

EverSource Wealth 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
2026 Q2	$3.13K	Buy	336 +197	+142%	+$1.61K	﹤0.01%	3515
2026 Q1	$923	Buy	139 +19	+16%	+$120	﹤0.01%	3881
2025 Q4	$582	Hold	120	–	–	﹤0.01%	3841
2025 Q3	$529	Hold	120	–	–	﹤0.01%	3935
2025 Q2	$429	Buy	120 +80	+200%	+$231	﹤0.01%	3931
2025 Q1	$96	Sell	40 -8	-17%	-$20	﹤0.01%	3836
2024 Q4	$111	Buy	48 +25	+109%	+$74	﹤0.01%	3525
2024 Q3	$96	Hold	23	–	–	﹤0.01%	2981
2024 Q2	$77	Hold	23	–	–	﹤0.01%	3002
2024 Q1	$54	Hold	23	–	–	﹤0.01%	2853
2023 Q4	$86	Hold	23	–	–	﹤0.01%	2599
2023 Q3	$45	Hold	23	–	–	﹤0.01%	2472
2023 Q2	$52	Hold	23	–	–	﹤0.01%	2459
2023 Q1	$31	Hold	23	–	–	﹤0.01%	2361
2022 Q4	$15	Buy	+23	New	+$23	﹤0.01%	2293
2022 Q3	–	Sell	-802	Closed	-$1K	–	1999
2022 Q2	$1K	Buy	+802	New	+$1.83K	﹤0.01%	1625

Other funds holding DHC

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

EverSource Wealth Advisors's DHC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Diversified Healthcare Trust (DHC) stake by 142% in Q2 2026, buying an estimated $1.61K and bringing the position to 336 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3515.

EverSource Wealth Advisors first reported a position in DHC in Q2 2022 and has held it in 16 quarters since. 239 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

EverSource Wealth Advisors held 336 shares of Diversified Healthcare Trust worth $3.13K as of Q2 2026.
EverSource Wealth Advisors bought 197 Diversified Healthcare Trust shares in Q2 2026, an estimated $1.61K.
Diversified Healthcare Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3515 holding.
EverSource Wealth Advisors first reported a position in Diversified Healthcare Trust in Q2 2022 and has held it in 16 quarters since.
239 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.