LFG
DHC

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
Q2 		$96 Hold
10
– – ﹤0.01% 3654
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

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

Larson Financial Group's DHC Position: Q2 2026 in Review

Larson Financial Group held its Diversified Healthcare Trust (DHC) position steady in Q2 2026 at 10 shares worth $96. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

Larson Financial Group first reported a position in DHC in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.5K in Q3 2024. 239 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

  • Larson Financial Group held 10 shares of Diversified Healthcare Trust worth $96 as of Q2 2026.
  • Larson Financial Group left its Diversified Healthcare Trust share count unchanged in Q2 2026.
  • Diversified Healthcare Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3654 holding.
  • Larson Financial Group first reported a position in Diversified Healthcare Trust in Q4 2020 and has held it in 23 quarters since.
  • Larson Financial Group's Diversified Healthcare Trust position peaked at $8.5K in Q3 2024.
  • 239 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.