AP
DHC

Advisor Partners’s Diversified Healthcare Trust DHC Stock Holding History

Advisor Partners’s Portfolio DHC Stock Details DHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20,566
Closed -$66K – 852
2022
Q1 		$66K Buy
+20,566
New +$62.8K ﹤0.01% 875

Other funds holding DHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Advisor Partners's DHC Position: Q2 2022 in Review

Advisor Partners sold out of Diversified Healthcare Trust (DHC) in Q2 2022, closing a stake of 20,566 shares — an estimated $66K sold.

Advisor Partners first reported a position in DHC in Q1 2022 and held it in 1 quarter. The position peaked at $66K in Q1 2022. 242 funds tracked by Wall St. Rank hold DHC as of Q2 2022.

  • Advisor Partners reported no remaining Diversified Healthcare Trust position as of Q2 2022 after selling out during the quarter.
  • Advisor Partners sold 20,566 Diversified Healthcare Trust shares in Q2 2022, an estimated $66K.
  • Advisor Partners first reported a position in Diversified Healthcare Trust in Q1 2022 and held it in 1 quarter.
  • Advisor Partners's Diversified Healthcare Trust position peaked at $66K in Q1 2022.
  • 242 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.