Sumitomo Mitsui Trust Group
DHC

Sumitomo Mitsui Trust Group’s Diversified Healthcare Trust DHC Stock Holding History

Sumitomo Mitsui Trust 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
2026
Q2 		$2.24M Sell
240,457
-5,388
-2% -$44.1K ﹤0.01% 799
2026
Q1 		$1.63M Sell
245,845
-4,492
-2% -$28.5K ﹤0.01% 816
2025
Q4 		$1.21M Sell
250,337
-3,521
-1% -$16K ﹤0.01% 846
2025
Q3 		$1.12M Sell
253,858
-2,956
-1% -$11.3K ﹤0.01% 854
2025
Q2 		$919K Sell
256,814
-5,860
-2% -$16.9K ﹤0.01% 861
2025
Q1 		$630K Buy
262,674
+37,493
+17% +$92.5K ﹤0.01% 908
2024
Q4 		$518K Sell
225,181
-5,916
-3% -$17.4K ﹤0.01% 941
2024
Q3 		$968K Sell
231,097
-5,698
-2% -$19.2K ﹤0.01% 897
2024
Q2 		$722K Sell
236,795
-5,806
-2% -$14.7K ﹤0.01% 932
2024
Q1 		$597K Sell
242,601
-6,345
-3% -$18.2K ﹤0.01% 1006
2023
Q4 		$931K Hold
248,946
– – ﹤0.01% 984
2023
Q3 		$483K Sell
248,946
-26,504
-10% -$67.2K ﹤0.01% 1054
2023
Q2 		$620K Hold
275,450
– – ﹤0.01% 1039
2023
Q1 		$372K Buy
275,450
+2,671
+1% +$2.76K ﹤0.01% 1090
2022
Q4 		$176K Hold
272,779
– – ﹤0.01% 1170
2022
Q3 		$270K Sell
272,779
-8,533
-3% -$13.7K ﹤0.01% 1172
2022
Q2 		$512K Sell
281,312
-13,005
-4% -$29.7K ﹤0.01% 1128
2022
Q1 		$942K Sell
294,317
-33,582
-10% -$103K ﹤0.01% 1052
2021
Q4 		$1.01M Sell
327,899
-11,360
-3% -$36.7K ﹤0.01% 1024
2021
Q3 		$1.15M Hold
339,259
– – ﹤0.01% 1015
2021
Q2 		$1.42M Sell
339,259
-43,917
-11% -$181K ﹤0.01% 996
2021
Q1 		$1.83M Sell
383,176
-41,148
-10% -$189K ﹤0.01% 939
2020
Q4 		$1.75M Sell
424,324
-68,027
-14% -$268K ﹤0.01% 917
2020
Q3 		$1.73M Sell
492,351
-29,878
-6% -$117K ﹤0.01% 909
2020
Q2 		$2.31M Buy
522,229
+20,953
+4% +$74.1K ﹤0.01% 866
2020
Q1 		$1.81M Buy
+501,276
New +$3.29M ﹤0.01% 880
2019
Q4 		– Sell
-331,927
Closed -$3.07M – 1092
2019
Q3 		$3.07M Buy
331,927
+49,456
+18% +$427K ﹤0.01% 832
2019
Q2 		$2.34M Buy
282,471
+124,290
+79% +$1.03M ﹤0.01% 831
2019
Q1 		$1.86M Sell
158,181
-93,332
-37% -$1.2M ﹤0.01% 799
2018
Q4 		$2.95M Buy
251,513
+1,692
+0.7% +$25.1K ﹤0.01% 730
2018
Q3 		$4.39M Buy
249,821
+9,087
+4% +$167K ﹤0.01% 713
2018
Q2 		$4.36M Buy
240,734
+7,385
+3% +$122K 0.01% 716
2018
Q1 		$3.65M Buy
233,349
+11,346
+5% +$189K ﹤0.01% 716
2017
Q4 		$4.25M Sell
222,003
-867
-0.4% -$16.6K 0.01% 714
2017
Q3 		$4.36M Sell
222,870
-2,138
-1% -$41.7K 0.01% 704
2017
Q2 		$4.6M Sell
225,008
-241
-0.1% -$5.14K 0.01% 699
2017
Q1 		$4.56M Sell
225,249
-12,129
-5% -$238K 0.01% 675
2016
Q4 		$4.49M Buy
237,378
+71,334
+43% +$1.38M 0.01% 679
2016
Q3 		$3.77M Sell
166,044
-8,718
-5% -$193K 0.01% 675
2016
Q2 		$3.64M Sell
174,762
-766
-0.4% -$14.3K 0.01% 672
2016
Q1 		$3.14M Buy
175,528
+169
+0.1% +$2.64K 0.01% 695
2015
Q4 		$2.63M Sell
175,359
-1,106
-0.6% -$16.5K ﹤0.01% 710
2015
Q3 		$2.83M Buy
176,465
+13,104
+8% +$217K 0.01% 694
2015
Q2 		$2.84M Buy
163,361
+12,172
+8% +$241K 0.01% 712
2015
Q1 		$3.33M Buy
151,189
+14,457
+11% +$323K 0.01% 686
2014
Q4 		$2.99M Sell
136,732
-14,197
-9% -$311K 0.01% 689
2014
Q3 		$3.13M Buy
150,929
+7,275
+5% +$165K 0.01% 680
2014
Q2 		$3.46M Buy
143,654
+17,279
+14% +$404K 0.01% 638
2014
Q1 		$2.81M Buy
126,375
+6,787
+6% +$148K 0.01% 640
2013
Q4 		$2.65M Sell
119,588
-4,680
-4% -$108K 0.01% 641
2013
Q3 		$2.83M Sell
124,268
-4,041
-3% -$97.8K 0.01% 626
2013
Q2 		$3.25M Buy
+128,309
New +$3.48M 0.01% 621

Other funds holding DHC

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group's DHC Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Diversified Healthcare Trust (DHC) stake by 2.2% in Q2 2026, selling an estimated $44.1K and leaving 240,457 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Sumitomo Mitsui Trust Group first reported a position in DHC in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.6M in Q2 2017. 50 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 240,457 shares of Diversified Healthcare Trust worth $2.24M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 5,388 Diversified Healthcare Trust shares in Q2 2026, an estimated $44.1K.
  • Diversified Healthcare Trust made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #799 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Diversified Healthcare Trust in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Diversified Healthcare Trust position peaked at $4.6M in Q2 2017.
  • 50 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.