Inspire Investing, LLC DHC — DIVERSIFIED HEALTHCARE TR

Ownership history in Inspire Investing, LLC  ·  10 quarters on record

AI Ownership Summary

Inspire Investing, LLC reported DIVERSIFIED HEALTHCARE TR (DHC) in 10 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q4. The latest visible filing shows DHC at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Inspire Investing, LLC'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
2026 Q1

DHC was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 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.

DHC stock page Inspire Investing, LLC fund profile Inspire Investing, LLC full holdings
How Inspire Investing, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 75,725 -21,186 -21.9% 0.04% $503K 2026-04-23 $7.10
2025 Q4 REDUCED 6.9% +37.3% ❌ 96,911 -7,180 -6.9% 0.04% $470K 2026-02-17 $6.68
2025 Q3 REDUCED 5.4% +7.5% ❌ 104,091 -5,972 -5.4% 0.04% $459K 2025-10-15 $4.12
2025 Q2 REDUCED 21.5% +18.9% ❌ 110,063 -30,165 -21.5% 0.04% $394K 2025-07-24 $3.44
2025 Q1 REDUCED 20.0% +49.8% ❌ 140,228 -34,954 -20.0% 0.04% $337K 2025-06-03 $3.19
2024 Q4 ADDED — — — 175,182 +77,170 +78.7% 0.05% $403K 2025-01-17 $2.01
2024 Q3 ADDED — — — 98,012 +47,984 +95.9% 0.04% $411K 2024-10-10 $3.57
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DHC

As of 2026 Q1 — sorted by position size

Ground Swell Capital, LLC 3Y 7Y 0.13% VICTORY FINANCIAL GROUP, LLC 0.09% Baer Investment Advisory LLC 0.09% Abel Hall, LLC 0.05% Baker Ellis Asset Management LLC 3Y 7Y 0.02% Verum Partners LLC 3Y 0.02% Onyx Bridge Wealth Group LLC 3Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01% Sterling Capital Management LLC 3Y 7Y 0.01% Brooklyn Investment Group 0.0%

FAQ About Inspire Investing, 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 Inspire Investing, LLC reported owning DHC?

Inspire Investing, LLC reported DHC across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported DHC position in Inspire Investing, LLC's portfolio?

The largest reported portfolio weight for DHC was 0.05% in 2024 Q4.

What is the latest reported DHC position on this page?

The most recent filing on this page is 2026 Q1, when Inspire Investing, LLC reported 75,725 shares, equal to 0.04% of portfolio, with an estimated market value of $503K.

What does the chart on this DHC ownership page compare?

The chart compares Inspire Investing, 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 Inspire Investing, LLC time their DHC position?

Based on 13F filing dates vs. subsequent DHC price moves, Inspire Investing, LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on DHC relative to SPY over the holding period was +9.6%.

← Back to Inspire Investing, LLC Holdings