IFP Advisors’s Diversified Healthcare Trust DHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $270 | Hold |
29
| – | – | ﹤0.01% | 4805 |
|
|
2026
Q1 | $193 | Hold |
29
| – | – | ﹤0.01% | 4623 |
|
|
2025
Q4 | $141 | Hold |
29
| – | – | ﹤0.01% | 4538 |
|
|
2025
Q3 | $128 | Buy |
+29
| New | +$110 | ﹤0.01% | 4501 |
|
|
2025
Q2 | – | Sell |
-7
| Closed | -$20 | – | 4190 |
|
|
2025
Q1 | $17 | Hold |
7
| – | – | ﹤0.01% | 4185 |
|
|
2024
Q4 | $16 | Buy |
+7
| New | +$21 | ﹤0.01% | 4481 |
|
|
2023
Q3 | – | Sell |
-385
| Closed | -$866 | – | 3363 |
|
|
2023
Q2 | $866 | Hold |
385
| – | – | ﹤0.01% | 3111 |
|
|
2023
Q1 | $3.17K | Sell |
385
-99
| -20% | -$102 | ﹤0.01% | 2744 |
|
|
2022
Q4 | $10K | Sell |
484
-445
| -48% | -$439 | ﹤0.01% | 3370 |
|
|
2022
Q3 | $14K | Buy |
929
+235
| +34% | +$377 | ﹤0.01% | 3379 |
|
|
2022
Q2 | $12K | Hold |
694
| – | – | ﹤0.01% | 3244 |
|
|
2022
Q1 | $12K | Buy |
694
+309
| +80% | +$944 | ﹤0.01% | 3244 |
|
|
2021
Q4 | $1K | Hold |
385
| – | – | ﹤0.01% | 2976 |
|
|
2021
Q3 | $1K | Hold |
385
| – | – | ﹤0.01% | 3008 |
|
|
2021
Q2 | $2K | Sell |
385
-733
| -66% | -$3.03K | ﹤0.01% | 2729 |
|
|
2021
Q1 | $6K | Hold |
1,118
| – | – | ﹤0.01% | 2332 |
|
|
2020
Q4 | $5K | Sell |
1,118
-1,000
| -47% | -$3.94K | ﹤0.01% | 2312 |
|
|
2020
Q3 | $8K | Sell |
2,118
-964
| -31% | -$3.76K | ﹤0.01% | 1978 |
|
|
2020
Q2 | $13K | Sell |
3,082
-777
| -20% | -$2.75K | ﹤0.01% | 1720 |
|
|
2020
Q1 | $15K | Buy |
3,859
+129
| +3% | +$846 | ﹤0.01% | 1595 |
|
|
2019
Q4 | $29K | Buy |
3,730
+227
| +6% | +$1.91K | ﹤0.01% | 1464 |
|
|
2019
Q3 | $32K | Buy |
+3,503
| New | +$30.2K | ﹤0.01% | 1564 |
|
|
2019
Q1 | $105K | Sell |
8,812
-10,773
| -55% | -$138K | 0.01% | 672 |
|
|
2018
Q4 | $230K | Sell |
19,585
-4,996
| -20% | -$74.2K | 0.01% | 809 |
|
|
2018
Q3 | $432K | Buy |
24,581
+832
| +4% | +$15.3K | 0.02% | 734 |
|
|
2018
Q2 | $430K | Sell |
23,749
-318
| -1% | -$5.26K | 0.02% | 728 |
|
|
2018
Q1 | $461K | Hold |
24,067
| – | – | 0.02% | 652 |
|
|
2017
Q4 | $461K | Sell |
24,067
-4,018
| -14% | -$76.9K | 0.02% | 652 |
|
|
2017
Q3 | $549K | Buy |
28,085
+3,784
| +16% | +$73.8K | 0.02% | 652 |
|
|
2017
Q2 | $497K | Buy |
24,301
+1,458
| +6% | +$31.1K | 0.02% | 685 |
|
|
2017
Q1 | $463K | Sell |
22,843
-2,962
| -11% | -$58.1K | 0.02% | 716 |
|
|
2016
Q4 | $488K | Buy |
25,805
+7,028
| +37% | +$136K | 0.02% | 625 |
|
|
2016
Q3 | $426K | Buy |
18,777
+165
| +0.9% | +$3.65K | 0.02% | 625 |
|
|
2016
Q2 | $388K | Buy |
18,612
+9,800
| +111% | +$183K | 0.02% | 650 |
|
|
2016
Q1 | $105K | Sell |
8,812
-7,382
| -46% | -$115K | 0.01% | 672 |
|
|
2015
Q4 | $240K | Buy |
+16,194
| New | +$242K | 0.02% | 762 |
|
Other funds holding DHC
FFL
SPC
H2CM
DKCM
IFP Advisors's DHC Position: Q2 2026 in Review
IFP Advisors held its Diversified Healthcare Trust (DHC) position steady in Q2 2026 at 29 shares worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #4805.
IFP Advisors first reported a position in DHC in Q4 2015 and has held it in 36 quarters since. The position peaked at $549K in Q3 2017. 239 funds tracked by Wall St. Rank hold DHC as of Q2 2026.
- IFP Advisors held 29 shares of Diversified Healthcare Trust worth $270 as of Q2 2026.
- IFP Advisors left its Diversified Healthcare Trust share count unchanged in Q2 2026.
- Diversified Healthcare Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4805 holding.
- IFP Advisors first reported a position in Diversified Healthcare Trust in Q4 2015 and has held it in 36 quarters since.
- IFP Advisors's Diversified Healthcare Trust position peaked at $549K in Q3 2017.
- 239 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.