Farther Finance Advisors, LLC DHC DIVERSIFIED HEALTHCARE TR COM SH BEN INT

Ownership history in Farther Finance Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported DIVERSIFIED HEALTHCARE TR COM SH BEN INT (DHC) in 10 quarterly 13F filings from 2023 Q4 through 2026 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 Farther Finance Advisors, LLC's position in DIVERSIFIED HEALTHCARE TR COM SH BEN INT, 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
2026 Q1

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 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 Farther Finance Advisors, LLC held DHC — position size vs. price
% of Fund (quarterly)    DHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 14,635 +9 +0.1% 0.00% $99K 2026-04-07 $6.93
2025 Q4 ADDED 14,626 +4,356 +42.4% 0.00% $71K 2026-01-23 $5.64
2025 Q3 ADDED 10,270 +109 +1.1% 0.00% $45K 2025-10-14 $4.14
2025 Q2 ADDED 10,161 +6,387 +169.2% 0.00% $36K 2025-07-11 $3.69
2025 Q1 ADDED 3,774 +3,727 +7929.8% 0.00% $9K 2025-04-14 $2.04
2024 Q4 UNCHANGED 47 0% 0.00% $108 2025-02-10 $2.61
2024 Q3 ADDED 47 +12 +34.3% 0.00% $197 2024-10-29 $3.53
2024 Q2 UNCHANGED 35 0% 0.00% $105 2024-07-31 $3.27
2024 Q1 UNCHANGED 35 0% 0.00% $82 2024-05-14 $2.54
2023 Q4 INITIATED 35 0.00% $131 2024-02-15 $3.02

FAQ About Farther Finance Advisors, LLC and DHC

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

How long has Farther Finance Advisors, LLC reported owning DHC?

Farther Finance Advisors, LLC reported DHC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DHC position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for DHC was 0.00% in 2026 Q1.

What is the latest reported DHC position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 14,635 shares, equal to 0.00% of portfolio, with an estimated market value of $99K.

What does the chart on this DHC ownership page compare?

The chart compares Farther Finance Advisors, LLC'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.

How well did Farther Finance Advisors, LLC time their DHC position?

Based on 13F filing dates vs. subsequent DHC price moves, Farther Finance Advisors, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on DHC relative to SPY over the holding period was +28.1%.

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