Position in DHC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,252,394
+$692,147 QoQ
Shares Held
242,193
+3.1% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 239 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DHC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Creative Planning holds $111,699,538 across 16 REIT - Healthcare Facilities names. DHC ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
231,196 | $52,474,556 | |
| 2 | VTR |
Ventas, Inc.
|
142,720 | $12,673,535 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
531,278 | $11,369,349 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
228,169 | $10,879,097 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
441,781 | $8,910,722 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
111,138 | $4,484,418 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
44,386 | $2,314,729 | |
| 8 | DHC |
Diversified Healthcare Trust
This page
|
242,193 | $2,252,394 |
All Filings in DHC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,252,394 | 242,193 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,560,247 | 234,977 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,134,754 | 233,970 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,056,450 | 239,558 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $100,454 | 28,060 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $74,575 | 31,073 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $95,451 | 41,501 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $93,859 | 22,401 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $59,883 | 19,634 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $45,305 | 18,417 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $69,485 | 18,579 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $29,837 | 15,380 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $34,605 | 15,380 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $23,214 | 17,196 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,383 | 14,436 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,937 | 14,078 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $25,594 | 14,063 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $54,307 | 16,971 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $55,474 | 17,953 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $57,470 | 16,953 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $59,807 | 14,308 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $87,163 | 18,235 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $83,273 | 20,212 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $73,782 | 20,961 | Shares | Sole | 2020-11-05 | |
| 2020-03-31 | $69,176 | 19,057 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||