CAL
DHC

Capital Advisors Ltd’s Diversified Healthcare Trust DHC Stock Holding History

Capital Advisors Ltd’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
2024
Q4 		– Sell
-14
Closed – – 1418
2024
Q3 		$0 Hold
14
– – ﹤0.01% 1427
2024
Q2 		$0 Buy
+14
New +$36 ﹤0.01% 1436

Other funds holding DHC

FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
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
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCP
BlackBarn Capital Partners New York $1.24B AUM 55.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Advisors Ltd's DHC Position: Q4 2024 in Review

Capital Advisors Ltd sold out of Diversified Healthcare Trust (DHC) in Q4 2024, closing a stake of 14 shares.

Capital Advisors Ltd first reported a position in DHC in Q2 2024 and held it in 2 quarters. The position peaked at $0 in Q3 2024. 205 funds tracked by Wall St. Rank hold DHC as of Q4 2024.

  • Capital Advisors Ltd reported no remaining Diversified Healthcare Trust position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 14 Diversified Healthcare Trust shares in Q4 2024.
  • Capital Advisors Ltd first reported a position in Diversified Healthcare Trust in Q2 2024 and held it in 2 quarters.
  • Capital Advisors Ltd's Diversified Healthcare Trust position peaked at $0 in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.