United Capital Financial Advisors’s Diversified Healthcare Trust DHC Stock Holding History

United Capital Financial Advisors’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	-20,279	Closed	-$135K	–	1660
2026 Q1	$135K	Buy	+20,279	New	+$129K	﹤0.01%	1580
2019 Q3	–	Sell	-10,261	Closed	-$85K	–	1357
2019 Q2	$85K	Sell	10,261 -559	-5%	-$4.66K	﹤0.01%	1413
2019 Q1	$127K	Sell	10,820 -15	-0.1%	-$192	﹤0.01%	1301
2018 Q4	$127K	Sell	10,835 -3,327	-23%	-$49.4K	﹤0.01%	1232
2018 Q3	$249K	Buy	14,162 +922	+7%	+$16.9K	﹤0.01%	1183
2018 Q2	$240K	Buy	13,240 +2,832	+27%	+$46.8K	﹤0.01%	1171
2018 Q1	$163K	Buy	+10,408	New	+$173K	﹤0.01%	1251
2017 Q4	–	Sell	-12,572	Closed	-$246K	–	1318
2017 Q3	$246K	Buy	12,572 +98	+0.8%	+$1.91K	﹤0.01%	1182
2017 Q2	$255K	Buy	+12,474	New	+$266K	﹤0.01%	1129
2015 Q4	–	Sell	-53,465	Closed	-$858K	–	1225
2015 Q3	$858K	Buy	+53,465	New	+$883K	0.01%	735

Other funds holding DHC

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

United Capital Financial Advisors's DHC Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Diversified Healthcare Trust (DHC) in Q2 2026, closing a stake of 20,279 shares — an estimated $135K sold.

United Capital Financial Advisors first reported a position in DHC in Q3 2015 and held it in 10 quarters. The position peaked at $858K in Q3 2015. 240 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

United Capital Financial Advisors reported no remaining Diversified Healthcare Trust position as of Q2 2026 after selling out during the quarter.
United Capital Financial Advisors sold 20,279 Diversified Healthcare Trust shares in Q2 2026, an estimated $135K.
United Capital Financial Advisors first reported a position in Diversified Healthcare Trust in Q3 2015 and held it in 10 quarters.
United Capital Financial Advisors's Diversified Healthcare Trust position peaked at $858K in Q3 2015.
240 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

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