DSI
DHC

Daiwa SB Investments’s Diversified Healthcare Trust DHC Stock Holding History

Daiwa SB Investments’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
-1,130
Closed -$22K – 242
2017
Q4 		$22K Sell
1,130
-10
-0.9% -$191 0.01% 195
2017
Q3 		$22K Sell
1,140
-30
-3% -$585 0.01% 191
2017
Q2 		$24K Buy
1,170
+140
+14% +$2.99K 0.01% 193
2017
Q1 		$21K Buy
1,030
+260
+34% +$5.1K 0.01% 199
2016
Q4 		$15K Buy
+770
New +$14.9K ﹤0.01% 188

Other funds holding DHC

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
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

Daiwa SB Investments's DHC Position: Q1 2018 in Review

Daiwa SB Investments sold out of Diversified Healthcare Trust (DHC) in Q1 2018, closing a stake of 1,130 shares — an estimated $22K sold.

Daiwa SB Investments first reported a position in DHC in Q4 2016 and held it in 5 quarters. The position peaked at $24K in Q2 2017. 330 funds tracked by Wall St. Rank hold DHC as of Q1 2018.

  • Daiwa SB Investments reported no remaining Diversified Healthcare Trust position as of Q1 2018 after selling out during the quarter.
  • Daiwa SB Investments sold 1,130 Diversified Healthcare Trust shares in Q1 2018, an estimated $22K.
  • Daiwa SB Investments first reported a position in Diversified Healthcare Trust in Q4 2016 and held it in 5 quarters.
  • Daiwa SB Investments's Diversified Healthcare Trust position peaked at $24K in Q2 2017.
  • 330 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2018.

Based on Daiwa SB Investments's 13F filing for Q1 2018, filed 10 Apr 2018.