Salomon & Ludwin
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Salomon & Ludwin’s Diversified Healthcare Trust DHC Stock Holding History

Salomon & Ludwin’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
Q3 		$722 Hold
92
– – ﹤0.01% 1658
2026
Q2 		$850 Hold
92
– – ﹤0.01% 2031
2026
Q1 		$637 Hold
92
– – ﹤0.01% 2028
2025
Q4 		$477 Hold
92
– – ﹤0.01% 2091
2025
Q3 		$403 Hold
92
– – ﹤0.01% 2098
2025
Q2 		$341 Hold
92
– – ﹤0.01% 904
2025
Q1 		$221 Buy
+92
New +$227 ﹤0.01% 694

Other funds holding DHC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Salomon & Ludwin's DHC Position: Q3 2026 in Review

Salomon & Ludwin held its Diversified Healthcare Trust (DHC) position steady in Q3 2026 at 92 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Salomon & Ludwin first reported a position in DHC in Q1 2025 and has held it in 7 quarters since. The position peaked at $850 in Q2 2026. 96 funds tracked by Wall St. Rank hold DHC as of Q3 2026.

  • Salomon & Ludwin held 92 shares of Diversified Healthcare Trust worth $722 as of Q3 2026.
  • Salomon & Ludwin left its Diversified Healthcare Trust share count unchanged in Q3 2026.
  • Diversified Healthcare Trust made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1658 holding.
  • Salomon & Ludwin first reported a position in Diversified Healthcare Trust in Q1 2025 and has held it in 7 quarters since.
  • Salomon & Ludwin's Diversified Healthcare Trust position peaked at $850 in Q2 2026.
  • 96 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.