DHC β€” DIVERSIFIED HEALTHCARE TR

Ownership history in Atria Wealth Solutions, Inc.  Β·  2 quarters on record

AI Ownership Summary

Atria Wealth Solutions, Inc. reported DIVERSIFIED HEALTHCARE TR (DHC) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q1. The latest visible filing shows DHC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Wealth Solutions, Inc.'s position in DIVERSIFIED HEALTHCARE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

DHC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atria Wealth Solutions, Inc. held DHC β€” position size vs. price
% of Fund (quarterly)    DHC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 UNCHANGED 10,000 β€” 0% 0.00% $24K 2025-05-09 $3.00
2024 Q4 INITIATED 10,000 β€” β€” 0.00% $23K 2025-01-31 $2.45

FAQ About Atria Wealth Solutions, Inc. and DHC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Wealth Solutions, Inc. reported owning DHC?

Atria Wealth Solutions, Inc. reported DHC across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q1.

What was the largest reported DHC position in Atria Wealth Solutions, Inc.'s portfolio?

The largest reported portfolio weight for DHC was 0.00% in 2025 Q1.

What is the latest reported DHC position on this page?

The most recent filing on this page is 2025 Q1, when Atria Wealth Solutions, Inc. reported 10,000 shares, equal to 0.00% of portfolio, with an estimated market value of $24K.

What does the chart on this DHC ownership page compare?

The chart compares Atria Wealth Solutions, Inc.'s quarterly DHC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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