FWA
DHC

Freedom Wealth Alliance’s Diversified Healthcare Trust DHC Stock Holding History

Freedom Wealth Alliance’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
-100
Closed -$65 – 154
2022
Q4 		$65 Buy
+100
New +$99 ﹤0.01% 480

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

Freedom Wealth Alliance's DHC Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Diversified Healthcare Trust (DHC) in Q1 2023, closing a stake of 100 shares — an estimated $65 sold.

Freedom Wealth Alliance first reported a position in DHC in Q4 2022 and held it in 1 quarter. The position peaked at $65 in Q4 2022. 172 funds tracked by Wall St. Rank hold DHC as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Diversified Healthcare Trust position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 100 Diversified Healthcare Trust shares in Q1 2023, an estimated $65.
  • Freedom Wealth Alliance first reported a position in Diversified Healthcare Trust in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Diversified Healthcare Trust position peaked at $65 in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.