FCA
DHC

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

Fortis Capital 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
Q1 		– Sell
-500
Closed -$323 – 685
2022
Q4 		$323 Buy
+500
New +$494 ﹤0.01% 638

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
SVP
Strategic Value Partners Greenwich, Connecticut $133M AUM
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
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Fortis Capital Advisors's DHC Position: Q1 2023 in Review

Fortis Capital Advisors sold out of Diversified Healthcare Trust (DHC) in Q1 2023, closing a stake of 500 shares — an estimated $323 sold.

Fortis Capital Advisors first reported a position in DHC in Q4 2022 and held it in 1 quarter. The position peaked at $323 in Q4 2022. 172 funds tracked by Wall St. Rank hold DHC as of Q1 2023.

  • Fortis Capital Advisors reported no remaining Diversified Healthcare Trust position as of Q1 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 500 Diversified Healthcare Trust shares in Q1 2023, an estimated $323.
  • Fortis Capital Advisors first reported a position in Diversified Healthcare Trust in Q4 2022 and held it in 1 quarter.
  • Fortis Capital Advisors's Diversified Healthcare Trust position peaked at $323 in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.