CA
DHC

Cetera Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Cetera 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 		– Sell
-13,255
Closed -$17.9K – 1684
2023
Q1 		$17.9K Sell
13,255
-1
-0% -$1 ﹤0.01% 1624
2022
Q4 		$8.57K Buy
13,256
+300
+2% +$296 ﹤0.01% 1591
2022
Q3 		$13K Sell
12,956
-175
-1% -$281 ﹤0.01% 1261
2022
Q2 		$24K Hold
13,131
– – ﹤0.01% 1340
2022
Q1 		$42K Hold
13,131
– – ﹤0.01% 1373
2021
Q4 		$41K Sell
13,131
-4,273
-25% -$13.8K ﹤0.01% 1404
2021
Q3 		$59K Hold
17,404
– – ﹤0.01% 1365
2021
Q2 		$73K Buy
17,404
+500
+3% +$2.06K ﹤0.01% 1297
2021
Q1 		$81K Sell
16,904
-1,920
-10% -$8.84K ﹤0.01% 1190
2020
Q4 		$78K Hold
18,824
– – ﹤0.01% 1019
2020
Q3 		$66K Hold
18,824
– – ﹤0.01% 929
2020
Q2 		$83K Hold
18,824
– – ﹤0.01% 877
2020
Q1 		$68K Buy
+18,824
New +$124K ﹤0.01% 772
2019
Q4 		– Sell
-24,113
Closed -$222K – 923
2019
Q3 		$222K Sell
24,113
-1,934
-7% -$16.7K 0.01% 794
2019
Q2 		$214K Sell
26,047
-1,311
-5% -$10.9K 0.01% 834
2019
Q1 		$323K Buy
27,358
+10,515
+62% +$135K 0.02% 620
2018
Q4 		$197K Buy
16,843
+300
+2% +$4.45K 0.01% 771
2018
Q3 		$290K Buy
16,543
+1,267
+8% +$23.3K 0.01% 739
2018
Q2 		$277K Hold
15,276
– – 0.02% 700
2018
Q1 		$239K Buy
15,276
+870
+6% +$14.5K 0.01% 679
2017
Q4 		$276K Buy
14,406
+1,359
+10% +$26K 0.02% 608
2017
Q3 		$254K Buy
13,047
+3,070
+31% +$59.8K 0.02% 669
2017
Q2 		$205K Sell
9,977
-1,829
-15% -$39K 0.01% 736
2017
Q1 		$238K Buy
+11,806
New +$231K 0.02% 648
2016
Q4 		– Sell
-9,922
Closed -$226K – 749
2016
Q3 		$226K Buy
+9,922
New +$220K 0.02% 631

Other funds holding DHC

Vanguard Group
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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

Cetera Advisors's DHC Position: Q2 2023 in Review

Cetera Advisors sold out of Diversified Healthcare Trust (DHC) in Q2 2023, closing a stake of 13,255 shares — an estimated $17.9K sold.

Cetera Advisors first reported a position in DHC in Q3 2016 and held it in 25 quarters. The position peaked at $323K in Q1 2019. 160 funds tracked by Wall St. Rank hold DHC as of Q2 2023.

  • Cetera Advisors reported no remaining Diversified Healthcare Trust position as of Q2 2023 after selling out during the quarter.
  • Cetera Advisors sold 13,255 Diversified Healthcare Trust shares in Q2 2023, an estimated $17.9K.
  • Cetera Advisors first reported a position in Diversified Healthcare Trust in Q3 2016 and held it in 25 quarters.
  • Cetera Advisors's Diversified Healthcare Trust position peaked at $323K in Q1 2019.
  • 160 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2023.

Based on Cetera Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.