Position in DHC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,734
+$782 QoQ
Shares Held
294
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#215
of 237 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, 2026Clearstead Trust, LLC holds $298,390 across 8 REIT - Healthcare Facilities names. DHC ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
871 | $197,690 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
1,357 | $29,039 | |
| 3 | VTR |
Ventas, Inc.
|
226 | $20,068 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
867 | $17,487 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
360 | $17,164 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
491 | $9,579 | |
| 7 | MPT |
Medical Properties Trust Inc
|
1,002 | $4,629 | |
| 8 | DHC |
Diversified Healthcare Trust
This page
|
294 | $2,734 |
All Filings in DHC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,734 | 294 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,952 | 294 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,425 | 294 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,296 | 294 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,052 | 294 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $705 | 294 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $676 | 294 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,231 | 294 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $896 | 294 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $723 | 294 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,099 | 294 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $570 | 294 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $661 | 294 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $396 | 294 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $191 | 294 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $291 | 294 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $535 | 294 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $940 | 294 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $908 | 294 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $996 | 294 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,228 | 294 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $1,211 | 294 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,034 | 294 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,302 | 294 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,067 | 294 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||