Sumitomo Mitsui DS Asset Management Company, Ltd DHC DIVERSIFIED HEALTHCARE TR

Ownership history in Sumitomo Mitsui DS Asset Management Company, Ltd  ·  25 quarters on record

AI Ownership Summary

Sumitomo Mitsui DS Asset Management Company, Ltd reported DIVERSIFIED HEALTHCARE TR (DHC) in 25 quarterly 13F filings from 2024 Q1 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. 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 Sumitomo Mitsui DS Asset Management Company, Ltd'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 0.00% 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
2024 Q1 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 Sumitomo Mitsui DS Asset Management Company, Ltd 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 60,071 +19,731 +48.9% 0.00% $399K 2026-04-24 $7.45
2025 Q4 UNCHANGED 40,340 0% 0.00% $196K 2026-02-03 $5.87
2025 Q3 UNCHANGED 40,340 0% 0.00% $178K 2025-10-24 $4.27
2025 Q2 UNCHANGED 40,340 0% 0.00% $144K 2025-07-10 $3.76
2025 Q1 UNCHANGED 40,340 0% 0.00% $97K 2025-04-28 $2.30
2024 Q4 UNCHANGED 40,340 0% 0.00% $93K 2025-01-28 $2.36
2024 Q3 ADDED 40,340 +16,456 +68.9% 0.00% $169K 2024-10-17 $3.64
2024 Q2 UNCHANGED 23,884 0% 0.00% $73K 2024-07-30 $3.27
2024 Q1 UNCHANGED 23,884 0% 0.00% $59K 2024-05-02 $2.36
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sumitomo Mitsui DS Asset Management Company, Ltd and DHC

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

How long has Sumitomo Mitsui DS Asset Management Company, Ltd reported owning DHC?

Sumitomo Mitsui DS Asset Management Company, Ltd reported DHC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DHC position in Sumitomo Mitsui DS Asset Management Company, Ltd'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 Sumitomo Mitsui DS Asset Management Company, Ltd reported 60,071 shares, equal to 0.00% of portfolio, with an estimated market value of $399K.

What does the chart on this DHC ownership page compare?

The chart compares Sumitomo Mitsui DS Asset Management Company, Ltd'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 Sumitomo Mitsui DS Asset Management Company, Ltd time their DHC position?

Based on 13F filing dates vs. subsequent DHC price moves, Sumitomo Mitsui DS Asset Management Company, Ltd correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on DHC relative to SPY over the holding period was +3.4%.

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