Position in DHC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$631,124
-$636,476 QoQ
Shares Held
95,049
-63.6% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.89479110774442.ToString("F0")%
Shared 0.ToString("F0")%
None 0.10520889225557344.ToString("F0")%
Common Shares in DHC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $440,899,189 across 17 REIT - Healthcare Facilities names. DHC ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,462,697 | $289,189,821 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
1,159,496 | $50,809,113 | |
| 3 | VTR |
Ventas, Inc.
|
399,834 | $32,698,424 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
1,364,207 | $22,413,919 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
540,860 | $10,400,736 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
283,710 | $10,397,970 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
199,389 | $9,403,183 | |
| 8 | NHI |
National Health Investors Inc
|
62,810 | $5,078,815 |
All Filings in DHC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $631,124 | 95,049 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,267,600 | 261,361 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $810,967 | 183,893 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $534,690 | 149,355 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $339,591 | 141,497 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $320,603 | 139,393 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $459,922 | 109,767 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $320,398 | 105,049 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $228,975 | 93,080 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $308,440 | 82,471 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $133,049 | 68,583 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $255,394 | 113,509 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $325,738 | 241,288 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $153,333 | 235,901 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $234,914 | 237,288 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $614,775 | 337,789 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,167,045 | 364,702 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,432,639 | 463,638 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,759,133 | 518,919 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,612,022 | 624,886 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,125,524 | 863,081 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,541,686 | 1,345,070 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $5,751,161 | 1,633,853 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $6,135,220 | 1,384,926 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,704,597 | 1,571,515 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||