Raymond James Financial’s Diversified Healthcare Trust DHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.67M Buy
609,893
+277,599
+84% +$2.27M ﹤0.01% 2635
2026
Q1
$2.21M Buy
332,294
+88,482
+36% +$561K ﹤0.01% 3281
2025
Q4
$1.18M Buy
+243,812
New +$1.11M ﹤0.01% 3669
2025
Q3
– Sell
-7,845
Closed -$28.1K – 5419
2025
Q2
$28.1K Buy
+7,845
New +$22.6K ﹤0.01% 5448

Other funds holding DHC

Raymond James Financial's DHC Position: Q2 2026 in Review

Raymond James Financial increased its Diversified Healthcare Trust (DHC) stake by 84% in Q2 2026, buying an estimated $2.27M and bringing the position to 609,893 shares worth $5.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

Raymond James Financial first reported a position in DHC in Q2 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

  • Raymond James Financial held 609,893 shares of Diversified Healthcare Trust worth $5.67M as of Q2 2026.
  • Raymond James Financial bought 277,599 Diversified Healthcare Trust shares in Q2 2026, an estimated $2.27M.
  • Diversified Healthcare Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2635 holding.
  • Raymond James Financial first reported a position in Diversified Healthcare Trust in Q2 2025 and has held it in 4 quarters since.
  • 240 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

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