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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-10,075
Closed -$32K 571
2022
Q1
$32K Hold
10,075
﹤0.01% 586
2021
Q4
$31K Sell
10,075
-3,420
-25% -$11.1K ﹤0.01% 592
2021
Q3
$46K Sell
13,495
-1,945
-13% -$7.33K ﹤0.01% 577
2021
Q2
$65K Buy
15,440
+4
+0% +$17 ﹤0.01% 564
2021
Q1
$74K Buy
15,436
+4
+0% +$18 ﹤0.01% 547
2020
Q4
$64K Sell
15,432
-89,372
-85% -$352K ﹤0.01% 528
2020
Q3
$369K Sell
104,804
-6,745
-6% -$26.3K 0.02% 355
2020
Q2
$494K Sell
111,549
-10,524
-9% -$37.2K 0.03% 314
2020
Q1
$443K Sell
122,073
-6,698
-5% -$43.9K 0.03% 298
2019
Q4
$1.09M Sell
128,771
-6,078
-5% -$51.2K 0.05% 217
2019
Q3
$1.25M Sell
134,849
-5,381
-4% -$46.4K 0.07% 198
2019
Q2
$1.16M Sell
140,230
-23,723
-14% -$198K 0.06% 206
2019
Q1
$1.93M Buy
163,953
+572
+0.4% +$7.33K 0.11% 148
2018
Q4
$1.92M Sell
163,381
-3,626
-2% -$53.8K 0.13% 134
2018
Q3
$2.93M Sell
167,007
-4,238
-2% -$77.8K 0.17% 107
2018
Q2
$3.1M Buy
171,245
+4,835
+3% +$79.9K 0.19% 103
2018
Q1
$2.61M Buy
166,410
+4,690
+3% +$78K 0.17% 118
2017
Q4
$3.1M Buy
161,720
+7,350
+5% +$141K 0.2% 109
2017
Q3
$3.02M Buy
154,370
+5,687
+4% +$111K 0.21% 104
2017
Q2
$3.04M Buy
148,683
+9,795
+7% +$209K 0.22% 103
2017
Q1
$2.81M Buy
138,888
+10,260
+8% +$201K 0.21% 105
2016
Q4
$2.44M Buy
128,628
+29,500
+30% +$572K 0.21% 109
2016
Q3
$2.25M Buy
99,128
+16,864
+20% +$373K 0.2% 112
2016
Q2
$1.71M Buy
82,264
+16,675
+25% +$311K 0.16% 122
2016
Q1
$1.17M Buy
65,589
+29,475
+82% +$460K 0.12% 157
2015
Q4
$536K Buy
36,114
+11,480
+47% +$172K 0.06% 238
2015
Q3
$396K Buy
24,634
+10,194
+71% +$168K 0.04% 258
2015
Q2
$251K Buy
14,440
+3,229
+29% +$64K 0.03% 333
2015
Q1
$247K Hold
11,211
0.03% 344
2014
Q4
$246K Hold
11,211
0.03% 335
2014
Q3
$232K Buy
+11,211
New +$254K 0.03% 328
2014
Q2
Sell
-10,182
Closed -$227K 388
2014
Q1
$227K Buy
10,182
+505
+5% +$11K 0.03% 341
2013
Q4
$213K Buy
+9,677
New +$224K 0.03% 350

Other funds holding DHC

Capital Investment Advisors's DHC Position: Q2 2022 in Review

Capital Investment Advisors sold out of Diversified Healthcare Trust (DHC) in Q2 2022, closing a stake of 10,075 shares — an estimated $32K sold.

Capital Investment Advisors first reported a position in DHC in Q4 2013 and held it in 33 quarters. The position peaked at $3.1M in Q2 2018. 242 funds tracked by Wall St. Rank hold DHC as of Q2 2022.

  • Capital Investment Advisors reported no remaining Diversified Healthcare Trust position as of Q2 2022 after selling out during the quarter.
  • Capital Investment Advisors sold 10,075 Diversified Healthcare Trust shares in Q2 2022, an estimated $32K.
  • Capital Investment Advisors first reported a position in Diversified Healthcare Trust in Q4 2013 and held it in 33 quarters.
  • Capital Investment Advisors's Diversified Healthcare Trust position peaked at $3.1M in Q2 2018.
  • 242 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2022.

Based on Capital Investment Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.