PWMAI
DHC

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Diversified Healthcare Trust DHC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-885
Closed -$4.29K – 533
2025
Q4 		$4.29K Buy
+885
New +$4.01K ﹤0.01% 448

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SPC
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H2CM
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VCM
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VPM
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Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DHC Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Diversified Healthcare Trust (DHC) in Q1 2026, closing a stake of 885 shares — an estimated $4.29K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DHC in Q4 2025 and held it in 1 quarter. The position peaked at $4.29K in Q4 2025. 231 funds tracked by Wall St. Rank hold DHC as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Diversified Healthcare Trust position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 885 Diversified Healthcare Trust shares in Q1 2026, an estimated $4.29K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Diversified Healthcare Trust in Q4 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Diversified Healthcare Trust position peaked at $4.29K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.