PWMA
DHC

Pension & Wealth Management Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Pension & Wealth Management Advisors’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
-885
Closed -$4.29K – 533
2025
Q4 		$4.29K Buy
+885
New +$4.01K ﹤0.01% 448

Other funds holding DHC

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FFL
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SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 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

Pension & Wealth Management Advisors's DHC Position: Q1 2026 in Review

Pension & Wealth Management Advisors sold out of Diversified Healthcare Trust (DHC) in Q1 2026, closing a stake of 885 shares — an estimated $4.29K sold.

Pension & Wealth Management Advisors first reported a position in DHC in Q4 2025 and held it in 1 quarter. The position peaked at $4.29K in Q4 2025. 231 funds tracked by Wall St. Rank hold DHC as of Q1 2026.

  • Pension & Wealth Management Advisors reported no remaining Diversified Healthcare Trust position as of Q1 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 885 Diversified Healthcare Trust shares in Q1 2026, an estimated $4.29K.
  • Pension & Wealth Management Advisors first reported a position in Diversified Healthcare Trust in Q4 2025 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Diversified Healthcare Trust position peaked at $4.29K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2026, filed 7 Aug 2026.