APA
DHC

American Portfolios Advisors’s Diversified Healthcare Trust DHC Stock Holding History

American Portfolios Advisors’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
Q3 		$1.32K Hold
1,333
– – ﹤0.01% 3219
2022
Q2 		$2.43K Hold
1,333
– – ﹤0.01% 3085
2022
Q1 		$4.27K Hold
1,333
– – ﹤0.01% 2998
2021
Q4 		$4.12K Hold
1,333
– – ﹤0.01% 2964
2021
Q3 		$4.52K Hold
1,333
– – ﹤0.01% 2899
2021
Q2 		$5.57K Hold
1,333
– – ﹤0.01% 2767
2021
Q1 		$6.37K Sell
1,333
-780
-37% -$3.59K ﹤0.01% 2600
2020
Q4 		$8.71K Sell
2,113
-200
-9% -$788 ﹤0.01% 2169
2020
Q3 		$8.14K Hold
2,313
– – ﹤0.01% 2072
2020
Q2 		$10.2K Hold
2,313
– – ﹤0.01% 1911
2020
Q1 		$8.4K Hold
2,313
– – ﹤0.01% 1884
2019
Q4 		$19.5K Hold
2,313
– – ﹤0.01% 1732
2019
Q3 		$21.4K Buy
2,313
+780
+51% +$6.73K ﹤0.01% 1631
2019
Q2 		$12.7K Sell
1,533
-250
-14% -$2.08K ﹤0.01% 1833
2019
Q1 		$21K Hold
1,783
– – ﹤0.01% 1569
2018
Q4 		$20.9K Sell
1,783
-2,944
-62% -$43.7K ﹤0.01% 1352
2018
Q3 		$83K Buy
4,727
+17
+0.4% +$312 0.01% 913
2018
Q2 		$85.2K Buy
4,710
+18
+0.4% +$298 0.01% 858
2018
Q1 		$73.5K Buy
4,692
+219
+5% +$3.64K 0.01% 872
2017
Q4 		$85.7K Buy
+4,473
New +$85.6K 0.01% 782

Other funds holding DHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $920M AUM 86.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Portfolios Advisors's DHC Position: Q3 2022 in Review

American Portfolios Advisors held its Diversified Healthcare Trust (DHC) position steady in Q3 2022 at 1,333 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3219.

American Portfolios Advisors first reported a position in DHC in Q4 2017 and has held it in 20 quarters since. The position peaked at $85.7K in Q4 2017. 219 funds tracked by Wall St. Rank hold DHC as of Q3 2022.

  • American Portfolios Advisors held 1,333 shares of Diversified Healthcare Trust worth $1.32K as of Q3 2022.
  • American Portfolios Advisors left its Diversified Healthcare Trust share count unchanged in Q3 2022.
  • Diversified Healthcare Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3219 holding.
  • American Portfolios Advisors first reported a position in Diversified Healthcare Trust in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Diversified Healthcare Trust position peaked at $85.7K in Q4 2017.
  • 219 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.