RAYMOND JAMES FINANCIAL INC
Position in DHC — Diversified Healthcare Trust
CIK 720005
ST. PETERSBURG, FL
Position in DHC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,206,431
+$1,023,944 QoQ
Shares Held
332,294
+36.3% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DHC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $376,864,712 across 14 REIT - Healthcare Facilities names. DHC ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
894,179 | $176,788,128 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
1,767,691 | $64,785,874 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
2,893,568 | $47,541,321 | |
| 4 | VTR |
Ventas, Inc.
|
486,706 | $39,802,814 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
631,786 | $27,684,861 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
212,590 | $10,025,744 | |
| 7 | NHI |
National Health Investors Inc
|
32,928 | $2,662,557 | |
| 8 | DHC |
Diversified Healthcare Trust
This page
|
332,294 | $2,206,431 |
All Filings in DHC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,206,431 | 332,294 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,182,487 | 243,812 | Shares | Defined | 2026-02-18 | |
| 2025-06-30 | $28,085 | 7,845 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||