Transamerica Financial Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.63K Buy
+175
New +$1.43K ﹤0.01% 1357
2016
Q2
– Sell
-500
Closed -$9K – 462
2016
Q1
$9K Hold
500
– – ﹤0.01% 560
2015
Q4
$8K Sell
500
-5
-1% -$75 ﹤0.01% 624
2015
Q3
$9K Hold
505
– – ﹤0.01% 590
2015
Q2
$9K Hold
505
– – ﹤0.01% 644
2015
Q1
$12K Hold
505
– – ﹤0.01% 595
2014
Q4
$12K Hold
505
– – ﹤0.01% 477
2014
Q3
$11K Sell
505
-90
-15% -$2.04K ﹤0.01% 462
2014
Q2
$15K Sell
595
-101
-15% -$2.36K ﹤0.01% 466
2014
Q1
$16K Hold
696
– – ﹤0.01% 423
2013
Q4
$16K Buy
696
+101
+17% +$2.34K ﹤0.01% 424
2013
Q3
$14K Buy
595
+90
+18% +$2.18K ﹤0.01% 408
2013
Q2
$13K Buy
+505
New +$13.7K ﹤0.01% 396

Other funds holding DHC

Transamerica Financial Advisors's DHC Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in Diversified Healthcare Trust (DHC) in Q2 2026: 175 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #1357 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in DHC as recently as Q1 2016.

Transamerica Financial Advisors first reported a position in DHC in Q2 2013 and has held it in 13 quarters since. The position peaked at $16K in Q1 2014. 240 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

  • Transamerica Financial Advisors held 175 shares of Diversified Healthcare Trust worth $1.63K as of Q2 2026.
  • Diversified Healthcare Trust was a new Transamerica Financial Advisors position in Q2 2026.
  • Diversified Healthcare Trust made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1357 holding.
  • Transamerica Financial Advisors first reported a position in Diversified Healthcare Trust in Q2 2013 and has held it in 13 quarters since.
  • Transamerica Financial Advisors's Diversified Healthcare Trust position peaked at $16K in Q1 2014.
  • 240 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.