World Equity Group’s Diversified Healthcare Trust DHC Stock Holding History

World Equity 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 Q3	$215K	Buy	+27,347	New	+$230K	0.09%	233

Other funds holding DHC

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

LCM

LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

World Equity Group's DHC Position: Q3 2026 in Review

World Equity Group opened a new position in Diversified Healthcare Trust (DHC) in Q3 2026: 27,347 shares worth $215K. The stake represents 0.09% of the portfolio and ranks #233 among its holdings.

18 funds tracked by Wall St. Rank hold DHC as of Q3 2026.

World Equity Group held 27,347 shares of Diversified Healthcare Trust worth $215K as of Q3 2026.
Diversified Healthcare Trust was a new World Equity Group position in Q3 2026.
Diversified Healthcare Trust made up 0.09% of World Equity Group's portfolio in Q3 2026, its #233 holding.
18 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.