FIM
DHC

Freedom Investment Management’s Diversified Healthcare Trust DHC Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-11,297
Closed -$25.4K – 701
2023
Q2 		$25.4K Buy
+11,297
New +$16.2K ﹤0.01% 693
2022
Q4 		– Sell
-10,987
Closed -$10.9K – 725
2022
Q3 		$10.9K Sell
10,987
-64
-0.6% -$103 ﹤0.01% 719
2022
Q2 		$20.1K Buy
+11,051
New +$25.3K ﹤0.01% 722

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 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

Freedom Investment Management's DHC Position: Q3 2023 in Review

Freedom Investment Management sold out of Diversified Healthcare Trust (DHC) in Q3 2023, closing a stake of 11,297 shares — an estimated $25.4K sold.

Freedom Investment Management first reported a position in DHC in Q2 2022 and held it in 3 quarters. The position peaked at $25.4K in Q2 2023. 177 funds tracked by Wall St. Rank hold DHC as of Q3 2023.

  • Freedom Investment Management reported no remaining Diversified Healthcare Trust position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 11,297 Diversified Healthcare Trust shares in Q3 2023, an estimated $25.4K.
  • Freedom Investment Management first reported a position in Diversified Healthcare Trust in Q2 2022 and held it in 3 quarters.
  • Freedom Investment Management's Diversified Healthcare Trust position peaked at $25.4K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.