Rothschild Investment LLC’s Diversified Healthcare Trust DHC Stock Holding History

Rothschild Investment LLC’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	$5.88K	Buy	632 +22	+4%	+$180	﹤0.01%	2190
2026 Q1	$4.05K	Hold	610	–	–	﹤0.01%	2172
2025 Q4	$2.96K	Hold	610	–	–	﹤0.01%	2172
2025 Q3	$2.69K	Sell	610 -95	-13%	-$362	﹤0.01%	2040
2025 Q2	$2.52K	Buy	705 +310	+78%	+$894	﹤0.01%	1904
2025 Q1	$948	Buy	395 +200	+103%	+$493	﹤0.01%	2372
2024 Q4	$449	Sell	195 -145	-43%	-$427	﹤0.01%	2575
2024 Q3	$1.43K	Buy	340 +185	+119%	+$623	﹤0.01%	1918
2024 Q2	$473	Buy	155 +105	+210%	+$266	﹤0.01%	2052
2024 Q1	$123	Buy	+50	New	+$143	﹤0.01%	2077
2016 Q3	–	Sell	-9,835	Closed	-$205K	–	479
2016 Q2	$205K	Buy	+9,835	New	+$183K	0.03%	418
2015 Q4	–	Sell	-10,125	Closed	-$163K	–	497
2015 Q3	$163K	Buy	+10,125	New	+$167K	0.02%	440
2015 Q1	–	Sell	-9,268	Closed	-$203K	–	503
2014 Q4	$203K	Buy	+9,268	New	+$203K	0.02%	454

Other funds holding DHC

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Rothschild Investment LLC's DHC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Diversified Healthcare Trust (DHC) stake by 3.6% in Q2 2026, buying an estimated $180 and bringing the position to 632 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Rothschild Investment LLC first reported a position in DHC in Q4 2014 and has held it in 13 quarters since. The position peaked at $205K in Q2 2016. 239 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

Rothschild Investment LLC held 632 shares of Diversified Healthcare Trust worth $5.88K as of Q2 2026.
Rothschild Investment LLC bought 22 Diversified Healthcare Trust shares in Q2 2026, an estimated $180.
Diversified Healthcare Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2190 holding.
Rothschild Investment LLC first reported a position in Diversified Healthcare Trust in Q4 2014 and has held it in 13 quarters since.
Rothschild Investment LLC's Diversified Healthcare Trust position peaked at $205K in Q2 2016.
239 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.