BRWM
DHC

B. Riley Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

B. Riley Wealth 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
2022
Q2 		$1.83K Buy
+5,822
New +$13.3K ﹤0.01% 222
2020
Q4 		– Sell
-15,746
Closed -$55K – 407
2020
Q3 		$55K Buy
15,746
+4,454
+39% +$17.4K 0.01% 406
2020
Q2 		$49K Sell
11,292
-58,135
-84% -$205K 0.01% 412
2020
Q1 		$252K Buy
69,427
+25,122
+57% +$165K 0.03% 389
2019
Q4 		$374K Sell
44,305
-6,000
-12% -$50.6K 0.06% 251
2019
Q3 		$466K Sell
50,305
-272
-0.5% -$2.35K 0.08% 211
2019
Q2 		$418 Buy
50,577
+23,243
+85% +$194K 0.06% 233
2019
Q1 		$322K Buy
+27,334
New +$350K 0.06% 264
2015
Q3 		– Sell
-94
Closed -$1K – 276
2015
Q2 		$1K Buy
94
+2
+2% +$40 ﹤0.01% 977
2015
Q1 		$2K Buy
92
+2
+2% +$45 ﹤0.01% 961
2014
Q4 		$1K Buy
90
+1
+1% +$22 ﹤0.01% 975
2014
Q3 		$1K Buy
89
+2
+2% +$45 ﹤0.01% 1027
2014
Q2 		$2K Buy
87
+1
+1% +$23 ﹤0.01% 1028
2014
Q1 		$2K Buy
+86
New +$1.88K ﹤0.01% 998

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

B. Riley Wealth Management's DHC Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Diversified Healthcare Trust (DHC) in Q2 2022: 5,822 shares worth $1.83K. The stake represents ﹤0.01% of the portfolio and ranks #222 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in DHC as recently as Q3 2020.

B. Riley Wealth Management first reported a position in DHC in Q1 2014 and has held it in 14 quarters since. The position peaked at $466K in Q3 2019. 242 funds tracked by Wall St. Rank hold DHC as of Q2 2022.

  • B. Riley Wealth Management held 5,822 shares of Diversified Healthcare Trust worth $1.83K as of Q2 2022.
  • Diversified Healthcare Trust was a new B. Riley Wealth Management position in Q2 2022.
  • Diversified Healthcare Trust made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #222 holding.
  • B. Riley Wealth Management first reported a position in Diversified Healthcare Trust in Q1 2014 and has held it in 14 quarters since.
  • B. Riley Wealth Management's Diversified Healthcare Trust position peaked at $466K in Q3 2019.
  • 242 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.