OF
DHC

Optimize Financial’s Diversified Healthcare Trust DHC Stock Holding History

Optimize Financial’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 		– Sell
-104,455
Closed -$507K – 348
2025
Q4 		$507K Buy
104,455
+1,500
+1% +$6.8K 0.26% 120
2025
Q3 		$454K Buy
+102,955
New +$392K 0.24% 151

Other funds holding DHC

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
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

Optimize Financial's DHC Position: Q1 2026 in Review

Optimize Financial sold out of Diversified Healthcare Trust (DHC) in Q1 2026, closing a stake of 104,455 shares — an estimated $507K sold.

Optimize Financial first reported a position in DHC in Q3 2025 and held it in 2 quarters. The position peaked at $507K in Q4 2025. 230 funds tracked by Wall St. Rank hold DHC as of Q1 2026.

  • Optimize Financial reported no remaining Diversified Healthcare Trust position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 104,455 Diversified Healthcare Trust shares in Q1 2026, an estimated $507K.
  • Optimize Financial first reported a position in Diversified Healthcare Trust in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Diversified Healthcare Trust position peaked at $507K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.