HGERS
DHC

Householder Group Estate & Retirement Specialist’s Diversified Healthcare Trust DHC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q1 		– Sell
-106
Closed -$304 – 1285
2023
Q4 		$0 Hold
106
– – ﹤0.01% 1180
2023
Q3 		$206 Buy
+106
New +$269 ﹤0.01% 1237
2023
Q1 		$0 Hold
106
– – ﹤0.01% 1242
2022
Q4 		$0 Hold
106
– – ﹤0.01% 492
2022
Q3 		$0 Buy
+106
New +$170 ﹤0.01% 1110

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
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCM
Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DHC Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Diversified Healthcare Trust (DHC) in Q1 2024, closing a stake of 106 shares — an estimated $304 sold.

Householder Group Estate & Retirement Specialist first reported a position in DHC in Q3 2022 and held it in 5 quarters. The position peaked at $206 in Q3 2023. 186 funds tracked by Wall St. Rank hold DHC as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Diversified Healthcare Trust position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 106 Diversified Healthcare Trust shares in Q1 2024, an estimated $304.
  • Householder Group Estate & Retirement Specialist first reported a position in Diversified Healthcare Trust in Q3 2022 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Diversified Healthcare Trust position peaked at $206 in Q3 2023.
  • 186 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.