BCM
DHC

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return