Beck Capital Management’s Diversified Healthcare Trust DHC Stock Holding History

Beck Capital 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
2018 Q1	–	Sell	-12,280	Closed	-$235K	–	115
2017 Q4	$235K	Buy	12,280 +1,000	+9%	+$19.1K	0.1%	107
2017 Q3	$221K	Buy	11,280 +2,150	+24%	+$41.9K	0.11%	98
2017 Q2	$200K	Buy	+9,130	New	+$195K	0.1%	98
2016 Q4	–	Sell	-164,320	Closed	-$3.73M	–	97
2016 Q3	$3.73M	Buy	164,320 +20,848	+15%	+$461K	2.27%	8
2016 Q2	$2.99M	Buy	+143,472	New	+$2.67M	1.9%	17
2014 Q1	–	Sell	-12,607	Closed	-$278K	–	146
2013 Q4	$278K	Buy	+12,607	New	+$292K	0.22%	112

Other funds holding DHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beck Capital Management's DHC Position: Q1 2018 in Review

Beck Capital Management sold out of Diversified Healthcare Trust (DHC) in Q1 2018, closing a stake of 12,280 shares — an estimated $235K sold.

Beck Capital Management first reported a position in DHC in Q4 2013 and held it in 6 quarters. The position peaked at $3.73M in Q3 2016. 330 funds tracked by Wall St. Rank hold DHC as of Q1 2018.

Beck Capital Management reported no remaining Diversified Healthcare Trust position as of Q1 2018 after selling out during the quarter.
Beck Capital Management sold 12,280 Diversified Healthcare Trust shares in Q1 2018, an estimated $235K.
Beck Capital Management first reported a position in Diversified Healthcare Trust in Q4 2013 and held it in 6 quarters.
Beck Capital Management's Diversified Healthcare Trust position peaked at $3.73M in Q3 2016.
330 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2018.

Based on Beck Capital Management's 13F filing for Q1 2018, filed 15 May 2018.