AIA
DHC

Arrow Investment Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Arrow Investment 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
2020
Q1 		– Sell
-40,219
Closed -$339K – 33
2019
Q4 		$339K Sell
40,219
-5,931
-13% -$50K 0.17% 55
2019
Q3 		$427 Buy
46,150
+12,166
+36% +$105K 0.2% 35
2019
Q2 		$281K Buy
33,984
+2,837
+9% +$23.6K 0.11% 63
2019
Q1 		$367K Buy
31,147
+6,583
+27% +$84.3K 0.15% 63
2018
Q4 		$288K Sell
24,564
-671
-3% -$9.96K 0.11% 69
2018
Q3 		$443K Sell
25,235
-4,091
-14% -$75.1K 0.15% 60
2018
Q2 		$531K Sell
29,326
-415
-1% -$6.86K 0.17% 52
2018
Q1 		$466K Sell
29,741
-1,809
-6% -$30.1K 0.14% 64
2017
Q4 		$604K Buy
31,550
+1,600
+5% +$30.6K 0.17% 59
2017
Q3 		$586K Sell
29,950
-1,920
-6% -$37.4K 0.18% 64
2017
Q2 		$651K Sell
31,870
-4,200
-12% -$89.6K 0.18% 48
2017
Q1 		$730K Buy
36,070
+7,196
+25% +$141K 0.25% 45
2016
Q4 		$547K Sell
28,874
-4,600
-14% -$89.2K 0.14% 60
2016
Q3 		$760K Sell
33,474
-1,258
-4% -$27.8K 0.18% 41
2016
Q2 		$723K Sell
34,732
-6,106
-15% -$114K 0.16% 47
2016
Q1 		$731K Sell
40,838
-6,300
-13% -$98.3K 0.16% 34
2015
Q4 		$700K Sell
47,138
-23,769
-34% -$355K 0.18% 44
2015
Q3 		$1.14M Buy
70,907
+2,017
+3% +$33.3K 0.28% 31
2015
Q2 		$1.2M Buy
68,890
+5,579
+9% +$111K 0.24% 62
2015
Q1 		$1.39M Buy
63,311
+11,655
+23% +$260K 0.26% 43
2014
Q4 		$1.13M Sell
51,656
-3,957
-7% -$86.7K 0.22% 29
2014
Q3 		$1.15M Buy
55,613
+11,198
+25% +$254K 0.21% 52
2014
Q2 		$1.07M Buy
44,415
+12,209
+38% +$285K 0.19% 38
2014
Q1 		$717K Buy
32,206
+7,012
+28% +$153K 0.13% 47
2013
Q4 		$565K Buy
25,194
+5,852
+30% +$135K 0.11% 51
2013
Q3 		$447K Buy
19,342
+94
+0.5% +$2.27K 0.1% 51
2013
Q2 		$495K Buy
+19,248
New +$522K 0.11% 45

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrow Investment Advisors's DHC Position: Q1 2020 in Review

Arrow Investment Advisors sold out of Diversified Healthcare Trust (DHC) in Q1 2020, closing a stake of 40,219 shares — an estimated $339K sold.

Arrow Investment Advisors first reported a position in DHC in Q2 2013 and held it in 27 quarters. The position peaked at $1.39M in Q1 2015. 246 funds tracked by Wall St. Rank hold DHC as of Q1 2020.

  • Arrow Investment Advisors reported no remaining Diversified Healthcare Trust position as of Q1 2020 after selling out during the quarter.
  • Arrow Investment Advisors sold 40,219 Diversified Healthcare Trust shares in Q1 2020, an estimated $339K.
  • Arrow Investment Advisors first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 27 quarters.
  • Arrow Investment Advisors's Diversified Healthcare Trust position peaked at $1.39M in Q1 2015.
  • 246 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2020.

Based on Arrow Investment Advisors's 13F filing for Q1 2020, filed 7 May 2020.