DHC DIVERSIFIED HEALTHCARE TR

Ownership history in Verum Partners LLC  ·  10 quarters on record

AI Ownership Summary

Verum Partners LLC reported DIVERSIFIED HEALTHCARE TR (DHC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows DHC at 0.02% 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 Verum Partners 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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

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 Verum Partners 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 12,040 +270 +2.3% 0.02% $80K 2026-04-15 $7.44
2025 Q4 ADDED 11,770 +216 +1.9% 0.01% $57K 2026-01-14 $5.33
2025 Q3 ADDED 11,554 +153 +1.3% 0.01% $51K 2025-11-12 $4.56
2025 Q2 UNCHANGED 11,401 0% 0.01% $41K 2025-07-15 $3.75
2025 Q1 UNCHANGED 11,401 0% 0.01% $27K 2025-04-11 $2.04
2024 Q4 REDUCED 11,401 -518 -4.3% 0.01% $26K 2025-01-17 $2.01
2024 Q3 REDUCED 11,919 -56 -0.5% 0.01% $50K 2024-10-16 $3.71
2024 Q2 ADDED 11,975 +214 +1.8% 0.01% $37K 2024-07-15 $3.27
2024 Q1 ADDED 11,761 +373 +3.3% 0.01% $29K 2024-04-18 $2.30
2023 Q4 INITIATED 11,388 0.02% $43K 2024-01-18 $2.71

FAQ About Verum Partners 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 Verum Partners LLC reported owning DHC?

Verum Partners LLC reported DHC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DHC position in Verum Partners LLC's portfolio?

The largest reported portfolio weight for DHC was 0.02% in 2023 Q4.

What is the latest reported DHC position on this page?

The most recent filing on this page is 2026 Q1, when Verum Partners LLC reported 12,040 shares, equal to 0.02% of portfolio, with an estimated market value of $80K.

What does the chart on this DHC ownership page compare?

The chart compares Verum Partners 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.

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