N.E.W. Advisory Services’s Diversified Healthcare Trust DHC Stock Holding History

N.E.W. Advisory Services’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	$2.65K	Hold	285	–	–	﹤0.01%	817
2026 Q1	$1.89K	Hold	285	–	–	﹤0.01%	832
2025 Q4	$1.38K	Hold	285	–	–	﹤0.01%	828
2025 Q3	$1.26K	Hold	285	–	–	﹤0.01%	779
2025 Q2	$1.02K	Hold	285	–	–	﹤0.01%	797
2025 Q1	$684	Buy	+285	New	+$703	﹤0.01%	885

Other funds holding DHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NIMC

Nierenberg Investment Management Company Camas, Washington $201M AUM 20.14% 1-Year Est. Return

N.E.W. Advisory Services's DHC Position: Q2 2026 in Review

N.E.W. Advisory Services held its Diversified Healthcare Trust (DHC) position steady in Q2 2026 at 285 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

N.E.W. Advisory Services first reported a position in DHC in Q1 2025 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

N.E.W. Advisory Services held 285 shares of Diversified Healthcare Trust worth $2.65K as of Q2 2026.
N.E.W. Advisory Services left its Diversified Healthcare Trust share count unchanged in Q2 2026.
Diversified Healthcare Trust made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #817 holding.
N.E.W. Advisory Services first reported a position in Diversified Healthcare Trust in Q1 2025 and has held it in 6 quarters since.
106 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.