IWM
DHC

IHT Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

IHT Wealth 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
2018
Q2 		– Sell
-921
Closed -$14K – 642
2018
Q1 		$14K Sell
921
-237
-20% -$3.94K ﹤0.01% 1081
2017
Q4 		$21K Buy
1,158
+872
+305% +$16.7K 0.01% 972
2017
Q3 		$6K Sell
286
-140
-33% -$2.73K ﹤0.01% 1054
2017
Q2 		$8 Buy
426
+8
+2% +$171 ﹤0.01% 1013
2017
Q1 		$9K Buy
418
+7
+2% +$137 0.01% 871
2016
Q4 		$8K Buy
+411
New +$7.97K 0.01% 831

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IHT Wealth Management's DHC Position: Q2 2018 in Review

IHT Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q2 2018, closing a stake of 921 shares — an estimated $14K sold.

IHT Wealth Management first reported a position in DHC in Q4 2016 and held it in 6 quarters. The position peaked at $21K in Q4 2017. 337 funds tracked by Wall St. Rank hold DHC as of Q2 2018.

  • IHT Wealth Management reported no remaining Diversified Healthcare Trust position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 921 Diversified Healthcare Trust shares in Q2 2018, an estimated $14K.
  • IHT Wealth Management first reported a position in Diversified Healthcare Trust in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Diversified Healthcare Trust position peaked at $21K in Q4 2017.
  • 337 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.