West Branch Capital’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
2025
Q3
Sell
-33
Closed -$119 458
2025
Q2
$119 Hold
33
﹤0.01% 466
2025
Q1
$80 Buy
+33
New +$81 ﹤0.01% 521

Other funds holding DHC

West Branch Capital's DHC Position: Q3 2025 in Review

West Branch Capital sold out of Diversified Healthcare Trust (DHC) in Q3 2025, closing a stake of 33 shares — an estimated $119 sold.

West Branch Capital first reported a position in DHC in Q1 2025 and held it in 2 quarters. The position peaked at $119 in Q2 2025. 204 funds tracked by Wall St. Rank hold DHC as of Q3 2025.

  • West Branch Capital reported no remaining Diversified Healthcare Trust position as of Q3 2025 after selling out during the quarter.
  • West Branch Capital sold 33 Diversified Healthcare Trust shares in Q3 2025, an estimated $119.
  • West Branch Capital first reported a position in Diversified Healthcare Trust in Q1 2025 and held it in 2 quarters.
  • West Branch Capital's Diversified Healthcare Trust position peaked at $119 in Q2 2025.
  • 204 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.