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DHC

Root Financial Partners’s Diversified Healthcare Trust DHC Stock Holding History

Root Financial Partners’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 		– Sell
-30
Closed -$199 – 1115
2026
Q1 		$199 Buy
+30
New +$190 ﹤0.01% 3158

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Root Financial Partners's DHC Position: Q2 2026 in Review

Root Financial Partners sold out of Diversified Healthcare Trust (DHC) in Q2 2026, closing a stake of 30 shares — an estimated $199 sold.

Root Financial Partners first reported a position in DHC in Q1 2026 and held it in 1 quarter. The position peaked at $199 in Q1 2026. 239 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

  • Root Financial Partners reported no remaining Diversified Healthcare Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 30 Diversified Healthcare Trust shares in Q2 2026, an estimated $199.
  • Root Financial Partners first reported a position in Diversified Healthcare Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Diversified Healthcare Trust position peaked at $199 in Q1 2026.
  • 239 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.