Glassman Wealth Services’s Diversified Healthcare Trust DHC Stock Holding History

Glassman Wealth Services’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
2022 Q2	–	Sell	-50	Closed	–	–	1746
2022 Q1	$0	Buy	+50	New	+$153	﹤0.01%	1701
2020 Q1	–	Sell	-83	Closed	-$1K	–	1224
2019 Q4	$1K	Sell	83 -73	-47%	-$615	﹤0.01%	891
2019 Q3	$1K	Hold	156	–	–	﹤0.01%	812
2019 Q2	$1K	Buy	156 +114	+271%	+$949	﹤0.01%	826
2019 Q1	$0	Buy	+42	New	+$538	﹤0.01%	1072
2018 Q4	–	Sell	-135	Closed	-$2K	–	821
2018 Q3	$2K	Hold	135	–	–	﹤0.01%	589
2018 Q2	$2K	Buy	135 +34	+34%	+$562	﹤0.01%	554
2018 Q1	$2K	Buy	+101	New	+$1.68K	﹤0.01%	528
2015 Q2	–	Sell	-224	Closed	-$5K	–	427
2015 Q1	$5K	Buy	224 +4	+2%	+$89	﹤0.01%	381
2014 Q4	$5K	Buy	+220	New	+$4.82K	﹤0.01%	423

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

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 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

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

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

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

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Glassman Wealth Services's DHC Position: Q2 2022 in Review

Glassman Wealth Services sold out of Diversified Healthcare Trust (DHC) in Q2 2022, closing a stake of 50 shares.

Glassman Wealth Services first reported a position in DHC in Q4 2014 and held it in 10 quarters. The position peaked at $5K in Q1 2015. 242 funds tracked by Wall St. Rank hold DHC as of Q2 2022.

Glassman Wealth Services reported no remaining Diversified Healthcare Trust position as of Q2 2022 after selling out during the quarter.
Glassman Wealth Services sold 50 Diversified Healthcare Trust shares in Q2 2022.
Glassman Wealth Services first reported a position in Diversified Healthcare Trust in Q4 2014 and held it in 10 quarters.
Glassman Wealth Services's Diversified Healthcare Trust position peaked at $5K in Q1 2015.
242 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.