IAA
DHC

Independent Advisor Alliance’s Diversified Healthcare Trust DHC Stock Holding History

Independent Advisor 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
2020
Q4 		– Sell
-13,320
Closed -$47K – 585
2020
Q3 		$47K Sell
13,320
-18,157
-58% -$70.8K ﹤0.01% 484
2020
Q2 		$139K Sell
31,477
-22,266
-41% -$78.7K 0.01% 455
2020
Q1 		$195K Sell
53,743
-1,997
-4% -$13.1K 0.03% 363
2019
Q4 		$470K Sell
55,740
-2,282
-4% -$19.2K 0.02% 548
2019
Q3 		$537K Sell
58,022
-284
-0.5% -$2.45K 0.07% 245
2019
Q2 		$482K Sell
58,306
-3,609
-6% -$30.1K 0.07% 226
2019
Q1 		$729K Buy
61,915
+2,534
+4% +$32.5K 0.1% 179
2018
Q4 		$696K Buy
59,381
+1,750
+3% +$26K 0.12% 159
2018
Q3 		$991K Buy
57,631
+2,858
+5% +$52.5K 0.18% 130
2018
Q2 		$991K Buy
+54,773
New +$906K 0.21% 120

Other funds holding DHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Advisor Alliance's DHC Position: Q4 2020 in Review

Independent Advisor Alliance sold out of Diversified Healthcare Trust (DHC) in Q4 2020, closing a stake of 13,320 shares — an estimated $47K sold.

Independent Advisor Alliance first reported a position in DHC in Q2 2018 and held it in 10 quarters. The position peaked at $991K in Q3 2018. 229 funds tracked by Wall St. Rank hold DHC as of Q4 2020.

  • Independent Advisor Alliance reported no remaining Diversified Healthcare Trust position as of Q4 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,320 Diversified Healthcare Trust shares in Q4 2020, an estimated $47K.
  • Independent Advisor Alliance first reported a position in Diversified Healthcare Trust in Q2 2018 and held it in 10 quarters.
  • Independent Advisor Alliance's Diversified Healthcare Trust position peaked at $991K in Q3 2018.
  • 229 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2020.

Based on Independent Advisor Alliance's 13F filing for Q4 2020, filed 11 Feb 2021.