BDO Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History

BDO Wealth 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
2023 Q2	$2.36K	Hold	1,050	–	–	﹤0.01%	840
2023 Q1	$1.42K	Hold	1,050	–	–	﹤0.01%	930
2022 Q4	$679	Hold	1,050	–	–	﹤0.01%	930
2022 Q3	$1K	Hold	1,050	–	–	﹤0.01%	965
2022 Q2	$2K	Hold	1,050	–	–	﹤0.01%	890
2022 Q1	$3K	Hold	1,050	–	–	﹤0.01%	881
2021 Q4	$3K	Hold	1,050	–	–	﹤0.01%	898
2021 Q3	$4K	Hold	1,050	–	–	﹤0.01%	856
2021 Q2	$4K	Hold	1,050	–	–	﹤0.01%	889
2021 Q1	$5K	Buy	+1,050	New	+$4.83K	﹤0.01%	834

Other funds holding DHC

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LCM

Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

BDO Wealth Advisors's DHC Position: Q2 2023 in Review

BDO Wealth Advisors held its Diversified Healthcare Trust (DHC) position steady in Q2 2023 at 1,050 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

BDO Wealth Advisors first reported a position in DHC in Q1 2021 and has held it in 10 quarters since. The position peaked at $5K in Q1 2021. 160 funds tracked by Wall St. Rank hold DHC as of Q2 2023.

BDO Wealth Advisors held 1,050 shares of Diversified Healthcare Trust worth $2.36K as of Q2 2023.
BDO Wealth Advisors left its Diversified Healthcare Trust share count unchanged in Q2 2023.
Diversified Healthcare Trust made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #840 holding.
BDO Wealth Advisors first reported a position in Diversified Healthcare Trust in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Diversified Healthcare Trust position peaked at $5K in Q1 2021.
160 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.