SF
DHC

Summit Financial’s Diversified Healthcare Trust DHC Stock Holding History

Summit Financial’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 		$2.1M Hold
225,883
– – 0.02% 621
2026
Q1 		$1.5M Buy
225,883
+250
+0.1% +$1.58K 0.02% 650
2025
Q4 		$1.09M Hold
225,633
– – 0.02% 635
2025
Q3 		$995K Buy
+225,633
New +$860K 0.02% 659

Other funds holding DHC

FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Summit Financial's DHC Position: Q2 2026 in Review

Summit Financial held its Diversified Healthcare Trust (DHC) position steady in Q2 2026 at 225,883 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #621.

Summit Financial first reported a position in DHC in Q3 2025 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

  • Summit Financial held 225,883 shares of Diversified Healthcare Trust worth $2.1M as of Q2 2026.
  • Summit Financial left its Diversified Healthcare Trust share count unchanged in Q2 2026.
  • Diversified Healthcare Trust made up 0.02% of Summit Financial's portfolio in Q2 2026, its #621 holding.
  • Summit Financial first reported a position in Diversified Healthcare Trust in Q3 2025 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.