Principal Financial Group
DHC

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

Principal 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
2025
Q4 		– Sell
-15,318
Closed -$67.6K – 2208
2025
Q3 		$67.6K Buy
15,318
+512
+3% +$1.95K ﹤0.01% 2201
2025
Q2 		$53K Buy
14,806
+182
+1% +$525 ﹤0.01% 2190
2025
Q1 		$35.1K Buy
14,624
+2,531
+21% +$6.25K ﹤0.01% 2130
2024
Q4 		$27.8K Sell
12,093
-3,125
-21% -$9.2K ﹤0.01% 2188
2024
Q3 		$63.8K Sell
15,218
-6,201
-29% -$20.9K ﹤0.01% 2167
2024
Q2 		$65.3K Sell
21,419
-6,064
-22% -$15.4K ﹤0.01% 2258
2024
Q1 		$67.6K Sell
27,483
-2,639
-9% -$7.56K ﹤0.01% 2315
2023
Q4 		$113K Sell
30,122
-5,546
-16% -$13K ﹤0.01% 2256
2023
Q3 		$69.2K Buy
35,668
+10,033
+39% +$25.4K ﹤0.01% 2327
2023
Q2 		$57.7K Sell
25,635
-1,553
-6% -$2.23K ﹤0.01% 2347
2023
Q1 		$36.7K Buy
27,188
+7,610
+39% +$7.87K ﹤0.01% 2393
2022
Q4 		$12.7K Sell
19,578
-1,452,578
-99% -$1.43M ﹤0.01% 2413
2022
Q3 		$1.46M Sell
1,472,156
-1,615
-0.1% -$2.59K ﹤0.01% 1776
2022
Q2 		$2.68M Sell
1,473,771
-121,742
-8% -$278K ﹤0.01% 1740
2022
Q1 		$5.11M Sell
1,595,513
-15,404
-1% -$47K ﹤0.01% 1652
2021
Q4 		$4.98M Sell
1,610,917
-35,414
-2% -$114K ﹤0.01% 1667
2021
Q3 		$5.58M Sell
1,646,331
-29,643
-2% -$112K ﹤0.01% 1647
2021
Q2 		$7.01M Buy
1,675,974
+13,876
+0.8% +$57.3K ﹤0.01% 1597
2021
Q1 		$7.95M Buy
1,662,098
+7,751
+0.5% +$35.7K 0.01% 1495
2020
Q4 		$6.82M Sell
1,654,347
-65,671
-4% -$259K 0.01% 1442
2020
Q3 		$6.05M Sell
1,720,018
-83,851
-5% -$327K 0.01% 1365
2020
Q2 		$7.98M Buy
+1,803,869
New +$6.38M 0.01% 1187
2020
Q1 		– Sell
-1,024,636
Closed -$8.65M – 2209
2019
Q4 		$8.65M Sell
1,024,636
-4,555
-0.4% -$38.4K 0.01% 1318
2019
Q3 		$9.53M Sell
1,029,191
-12,754
-1% -$110K 0.01% 1226
2019
Q2 		$8.62M Sell
1,041,945
-17,066
-2% -$142K 0.01% 1306
2019
Q1 		$12.5M Buy
1,059,011
+8,176
+0.8% +$105K 0.01% 1107
2018
Q4 		$12.3M Sell
1,050,835
-11,232
-1% -$167K 0.01% 1043
2018
Q3 		$18.6M Buy
1,062,067
+12,145
+1% +$223K 0.02% 903
2018
Q2 		$19M Buy
1,049,922
+10,739
+1% +$178K 0.02% 860
2018
Q1 		$16.3M Sell
1,039,183
-117,074
-10% -$1.95M 0.02% 933
2017
Q4 		$22.1M Sell
1,156,257
-5,579,715
-83% -$107M 0.02% 747
2017
Q3 		$132M Sell
6,735,972
-425,951
-6% -$8.3M 0.13% 208
2017
Q2 		$146M Buy
7,161,923
+236,699
+3% +$5.05M 0.15% 174
2017
Q1 		$140M Sell
6,925,224
-1,538,856
-18% -$30.2M 0.17% 141
2016
Q4 		$160M Sell
8,464,080
-372,082
-4% -$7.21M 0.2% 118
2016
Q3 		$201M Buy
8,836,162
+3,141,920
+55% +$69.5M 0.26% 94
2016
Q2 		$119M Buy
5,694,242
+4,665,044
+453% +$86.9M 0.17% 145
2016
Q1 		$18.4M Buy
1,029,198
+16,783
+2% +$262K 0.03% 625
2015
Q4 		$15M Buy
1,012,415
+25,186
+3% +$376K 0.02% 701
2015
Q3 		$15.9M Buy
987,229
+249,669
+34% +$4.13M 0.02% 656
2015
Q2 		$12.8M Buy
737,560
+41,268
+6% +$818K 0.02% 828
2015
Q1 		$15.3M Buy
696,292
+122,475
+21% +$2.74M 0.02% 682
2014
Q4 		$12.6M Buy
573,817
+17,742
+3% +$389K 0.02% 794
2014
Q3 		$11.5M Buy
556,075
+25,345
+5% +$574K 0.02% 807
2014
Q2 		$12.8M Buy
530,730
+26,650
+5% +$623K 0.02% 772
2014
Q1 		$11.2M Sell
504,080
-2,311,181
-82% -$50.6M 0.02% 851
2013
Q4 		$62M Sell
2,815,261
-396,730
-12% -$9.18M 0.12% 230
2013
Q3 		$74.3M Sell
3,211,991
-74,087
-2% -$1.79M 0.15% 176
2013
Q2 		$84.4M Buy
+3,286,078
New +$89.2M 0.19% 144

Other funds holding DHC

FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCP
BlackBarn Capital Partners New York $1.24B AUM 55.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Financial Group's DHC Position: Q4 2025 in Review

Principal Financial Group sold out of Diversified Healthcare Trust (DHC) in Q4 2025, closing a stake of 15,318 shares — an estimated $67.6K sold.

Principal Financial Group first reported a position in DHC in Q2 2013 and held it in 49 quarters. The position peaked at $201M in Q3 2016. 216 funds tracked by Wall St. Rank hold DHC as of Q4 2025.

  • Principal Financial Group reported no remaining Diversified Healthcare Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Financial Group sold 15,318 Diversified Healthcare Trust shares in Q4 2025, an estimated $67.6K.
  • Principal Financial Group first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 49 quarters.
  • Principal Financial Group's Diversified Healthcare Trust position peaked at $201M in Q3 2016.
  • 216 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2025.

Based on Principal Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.