Larson Financial Group’s Diversified Healthcare Trust DHC Stock Holding History

Larson Financial Group’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	$68	Hold	10	–	–	﹤0.01%	3537
2025 Q4	$50	Hold	10	–	–	﹤0.01%	3377
2025 Q3	$45	Hold	10	–	–	﹤0.01%	3358
2025 Q2	$37	Hold	10	–	–	﹤0.01%	3237
2025 Q1	$24	Sell	10 -2,020	-100%	-$4.98K	﹤0.01%	3033
2024 Q4	$4.67K	Hold	2,030	–	–	﹤0.01%	1687
2024 Q3	$8.5K	Buy	2,030 +2,020	+20,200%	+$6.81K	﹤0.01%	1544
2024 Q2	$31	Hold	10	–	–	﹤0.01%	2394
2024 Q1	$25	Hold	10	–	–	﹤0.01%	1767
2023 Q4	$37	Hold	10	–	–	﹤0.01%	1764
2023 Q3	$19	Hold	10	–	–	﹤0.01%	1691
2023 Q2	$23	Hold	10	–	–	﹤0.01%	1551
2023 Q1	$14	Hold	10	–	–	﹤0.01%	1534
2022 Q4	$6	Hold	10	–	–	﹤0.01%	1499
2022 Q3	$0	Hold	10	–	–	﹤0.01%	1315
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1207
2022 Q1	$0	Hold	10	–	–	﹤0.01%	1069
2021 Q4	$0	Hold	10	–	–	﹤0.01%	1090
2021 Q3	$0	Hold	10	–	–	﹤0.01%	895
2021 Q2	$0	Hold	10	–	–	﹤0.01%	838
2021 Q1	$0	Hold	10	–	–	﹤0.01%	846
2020 Q4	$0	Buy	+10	New	+$39	﹤0.01%	774

Other funds holding DHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Larson Financial Group's DHC Position: Q1 2026 in Review

Larson Financial Group held its Diversified Healthcare Trust (DHC) position steady in Q1 2026 at 10 shares worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #3537.

Larson Financial Group first reported a position in DHC in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.5K in Q3 2024. 230 funds tracked by Wall St. Rank hold DHC as of Q1 2026.

Larson Financial Group held 10 shares of Diversified Healthcare Trust worth $68 as of Q1 2026.
Larson Financial Group left its Diversified Healthcare Trust share count unchanged in Q1 2026.
Diversified Healthcare Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3537 holding.
Larson Financial Group first reported a position in Diversified Healthcare Trust in Q4 2020 and has held it in 22 quarters since.
Larson Financial Group's Diversified Healthcare Trust position peaked at $8.5K in Q3 2024.
230 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.