Inspire Investing
DHC icon

Inspire Investing’s Diversified Healthcare Trust DHC Stock Holding History

Inspire Investing’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 		$634K Buy
80,775
+9,759
+14% +$82.2K 0.03% 742
2026
Q2 		$660K Sell
71,016
-4,709
-6% -$38.6K 0.03% 904
2026
Q1 		$503K Sell
75,725
-21,186
-22% -$134K 0.03% 837
2025
Q4 		$470K Sell
96,911
-7,180
-7% -$32.6K 0.04% 409
2025
Q3 		$459K Sell
104,091
-5,972
-5% -$22.8K 0.04% 393
2025
Q2 		$394K Sell
110,063
-30,165
-22% -$87K 0.04% 370
2025
Q1 		$337K Sell
140,228
-34,954
-20% -$86.2K 0.04% 715
2024
Q4 		$403K Buy
175,182
+77,170
+79% +$227K 0.05% 423
2024
Q3 		$411K Buy
+98,012
New +$330K 0.04% 674
2021
Q3 		– Sell
-50,028
Closed -$209K – 829
2021
Q2 		$209K Buy
50,028
+1,516
+3% +$6.26K 0.03% 581
2021
Q1 		$232K Sell
48,512
-6,854
-12% -$31.5K 0.04% 573
2020
Q4 		$228K Buy
+55,366
New +$218K 0.05% 569
2020
Q1 		– Sell
-43,848
Closed -$370K – 756
2019
Q4 		$370K Buy
43,848
+23,045
+111% +$194K 0.13% 210
2019
Q3 		$193K Buy
20,803
+133
+0.6% +$1.15K 0.07% 284
2019
Q2 		$171K Buy
20,670
+7,710
+59% +$64.2K 0.07% 300
2019
Q1 		$153K Buy
+12,960
New +$166K 0.07% 284

Other funds holding DHC

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
LDR Capital Management
LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Inspire Investing's DHC Position: Q3 2026 in Review

Inspire Investing increased its Diversified Healthcare Trust (DHC) stake by 14% in Q3 2026, buying an estimated $82.2K and bringing the position to 80,775 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #742.

Inspire Investing first reported a position in DHC in Q1 2019 and has held it in 16 quarters since. The position peaked at $660K in Q2 2026. 30 funds tracked by Wall St. Rank hold DHC as of Q3 2026.

  • Inspire Investing held 80,775 shares of Diversified Healthcare Trust worth $634K as of Q3 2026.
  • Inspire Investing bought 9,759 Diversified Healthcare Trust shares in Q3 2026, an estimated $82.2K.
  • Diversified Healthcare Trust made up 0.03% of Inspire Investing's portfolio in Q3 2026, its #742 holding.
  • Inspire Investing first reported a position in Diversified Healthcare Trust in Q1 2019 and has held it in 16 quarters since.
  • Inspire Investing's Diversified Healthcare Trust position peaked at $660K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.