SSG
DHC

Summit Securities Group’s Diversified Healthcare Trust DHC Stock Holding History

Summit Securities 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 		$75.1K Buy
8,074
+3,364
+71% +$27.6K 0.01% 490
2026
Q1 		$31.3K Buy
+4,710
New +$29.9K ﹤0.01% 451
2014
Q3 		– Sell
-404
Closed -$10K – 722
2014
Q2 		$10K Buy
+404
New +$9.44K ﹤0.01% 403

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 Securities Group's DHC Position: Q2 2026 in Review

Summit Securities Group increased its Diversified Healthcare Trust (DHC) stake by 71% in Q2 2026, buying an estimated $27.6K and bringing the position to 8,074 shares worth $75.1K. The position accounts for 0.01% of the portfolio, ranked #490.

Summit Securities Group first reported a position in DHC in Q2 2014 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

  • Summit Securities Group held 8,074 shares of Diversified Healthcare Trust worth $75.1K as of Q2 2026.
  • Summit Securities Group bought 3,364 Diversified Healthcare Trust shares in Q2 2026, an estimated $27.6K.
  • Diversified Healthcare Trust made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #490 holding.
  • Summit Securities Group first reported a position in Diversified Healthcare Trust in Q2 2014 and has held it in 3 quarters since.
  • 239 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.