HHRDM
DHC

H&H Retirement Design & Management’s Diversified Healthcare Trust DHC Stock Holding History

H&H Retirement Design & Management’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
-67,963
Closed -$397K – 104
2025
Q4 		$397K Hold
67,963
– – 0.2% 59
2025
Q3 		$306K Hold
67,963
– – 0.16% 72
2025
Q2 		$232K Hold
67,963
– – 0.13% 78
2025
Q1 		$152K Hold
67,963
– – 0.1% 74
2024
Q4 		$169K Sell
67,963
-2,718
-4% -$8K 0.1% 74
2024
Q3 		$252K Hold
70,681
– – 0.15% 68
2024
Q2 		$225K Hold
70,681
– – 0.14% 81
2024
Q1 		$172K Hold
70,681
– – 0.11% 82
2023
Q4 		$186K Buy
70,681
+303
+0.4% +$712 0.12% 59
2023
Q3 		$132K Buy
70,378
+214
+0.3% +$543 0.09% 57
2023
Q2 		$175K Hold
70,164
– – 0.12% 56
2023
Q1 		$77.2K Buy
70,164
+862
+1% +$891 0.05% 54
2022
Q4 		$51.6K Buy
69,302
+605
+0.9% +$597 0.04% 70
2022
Q3 		$69K Buy
68,697
+337
+0.5% +$540 0.07% 69
2022
Q2 		$122K Buy
68,360
+295
+0.4% +$674 0.09% 72
2022
Q1 		$189K Hold
68,065
– – 0.13% 53
2021
Q4 		$201K Sell
68,065
-591
-0.9% -$1.91K 0.13% 66
2021
Q3 		$243K Buy
68,656
+180
+0.3% +$679 0.15% 37
2021
Q2 		$282K Buy
68,476
+180
+0.3% +$743 0.17% 37
2021
Q1 		$304K Buy
+68,296
New +$314K 0.18% 38
2020
Q3 		$107K Sell
30,280
-652
-2% -$2.54K 0.08% 40
2020
Q2 		$137K Sell
30,932
-2,336
-7% -$8.26K 0.12% 44
2020
Q1 		$121K Buy
+33,268
New +$218K 0.11% 47

Other funds holding DHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 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 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 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

H&H Retirement Design & Management's DHC Position: Q1 2026 in Review

H&H Retirement Design & Management sold out of Diversified Healthcare Trust (DHC) in Q1 2026, closing a stake of 67,963 shares — an estimated $397K sold.

H&H Retirement Design & Management first reported a position in DHC in Q1 2020 and held it in 23 quarters. The position peaked at $397K in Q4 2025. 232 funds tracked by Wall St. Rank hold DHC as of Q1 2026.

  • H&H Retirement Design & Management reported no remaining Diversified Healthcare Trust position as of Q1 2026 after selling out during the quarter.
  • H&H Retirement Design & Management sold 67,963 Diversified Healthcare Trust shares in Q1 2026, an estimated $397K.
  • H&H Retirement Design & Management first reported a position in Diversified Healthcare Trust in Q1 2020 and held it in 23 quarters.
  • H&H Retirement Design & Management's Diversified Healthcare Trust position peaked at $397K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.