TWD
DHC

True Wealth Design’s Diversified Healthcare Trust DHC Stock Holding History

True Wealth Design’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 		– Sell
-20
Closed -$133 – 2716
2026
Q1 		$133 Hold
20
– – ﹤0.01% 2415
2025
Q4 		$97 Hold
20
– – ﹤0.01% 2346
2025
Q3 		$89 Hold
20
– – ﹤0.01% 2470
2025
Q2 		$72 Buy
+20
New +$58 ﹤0.01% 2315

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

True Wealth Design's DHC Position: Q2 2026 in Review

True Wealth Design sold out of Diversified Healthcare Trust (DHC) in Q2 2026, closing a stake of 20 shares — an estimated $133 sold.

True Wealth Design first reported a position in DHC in Q2 2025 and held it in 4 quarters. The position peaked at $133 in Q1 2026. 239 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

  • True Wealth Design reported no remaining Diversified Healthcare Trust position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 20 Diversified Healthcare Trust shares in Q2 2026, an estimated $133.
  • True Wealth Design first reported a position in Diversified Healthcare Trust in Q2 2025 and held it in 4 quarters.
  • True Wealth Design's Diversified Healthcare Trust position peaked at $133 in Q1 2026.
  • 239 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.