AIM
DHC

Anchor Investment Management’s Diversified Healthcare Trust DHC Stock Holding History

Anchor Investment Management’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
2016
Q3 		– Sell
-243
Closed -$5.06K – 665
2016
Q2 		$5.06K Hold
243
– – ﹤0.01% 578
2016
Q1 		$4.35K Buy
+243
New +$3.79K ﹤0.01% 569

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Anchor Investment Management's DHC Position: Q3 2016 in Review

Anchor Investment Management sold out of Diversified Healthcare Trust (DHC) in Q3 2016, closing a stake of 243 shares — an estimated $5.06K sold.

Anchor Investment Management first reported a position in DHC in Q1 2016 and held it in 2 quarters. The position peaked at $5.06K in Q2 2016. 325 funds tracked by Wall St. Rank hold DHC as of Q3 2016.

  • Anchor Investment Management reported no remaining Diversified Healthcare Trust position as of Q3 2016 after selling out during the quarter.
  • Anchor Investment Management sold 243 Diversified Healthcare Trust shares in Q3 2016, an estimated $5.06K.
  • Anchor Investment Management first reported a position in Diversified Healthcare Trust in Q1 2016 and held it in 2 quarters.
  • Anchor Investment Management's Diversified Healthcare Trust position peaked at $5.06K in Q2 2016.
  • 325 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2016.

Based on Anchor Investment Management's 13F filing for Q3 2016, filed 3 Jan 2024.