Fulcrum Capital’s Diversified Healthcare Trust DHC Stock Holding History

Fulcrum Capital’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
2021 Q4	–	Sell	-55,000	Closed	-$186K	–	89
2021 Q3	$186K	Hold	55,000	–	–	0.04%	88
2021 Q2	$230K	Buy	55,000 +4,000	+8%	+$16.5K	0.06%	78
2021 Q1	$244K	Buy	51,000 +3,000	+6%	+$13.8K	0.07%	74
2020 Q4	$198K	Buy	48,000 +5,000	+12%	+$19.7K	0.06%	81
2020 Q3	$151K	Buy	43,000 +13,000	+43%	+$50.7K	0.05%	61
2020 Q2	$133K	Buy	30,000 +4,000	+15%	+$14.1K	0.05%	65
2020 Q1	$94K	Buy	+26,000	New	+$171K	0.04%	62

Other funds holding DHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fulcrum Capital's DHC Position: Q4 2021 in Review

Fulcrum Capital sold out of Diversified Healthcare Trust (DHC) in Q4 2021, closing a stake of 55,000 shares — an estimated $186K sold.

Fulcrum Capital first reported a position in DHC in Q1 2020 and held it in 7 quarters. The position peaked at $244K in Q1 2021. 236 funds tracked by Wall St. Rank hold DHC as of Q4 2021.

Fulcrum Capital reported no remaining Diversified Healthcare Trust position as of Q4 2021 after selling out during the quarter.
Fulcrum Capital sold 55,000 Diversified Healthcare Trust shares in Q4 2021, an estimated $186K.
Fulcrum Capital first reported a position in Diversified Healthcare Trust in Q1 2020 and held it in 7 quarters.
Fulcrum Capital's Diversified Healthcare Trust position peaked at $244K in Q1 2021.
236 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2021.

Based on Fulcrum Capital's 13F filing for Q4 2021, filed 25 Jan 2022.