IIA
DHC

IPG Investment Advisors’s Diversified Healthcare Trust DHC Stock Holding History

IPG Investment Advisors’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
Q4 		– Sell
-53,700
Closed -$943K – 153
2018
Q3 		$943K Sell
53,700
-1,400
-3% -$25.7K 0.3% 51
2018
Q2 		$997K Sell
55,100
-560
-1% -$9.26K 0.35% 43
2018
Q1 		$872K Sell
55,660
-1,940
-3% -$32.3K 0.28% 50
2017
Q4 		$1.1M Sell
57,600
-3,640
-6% -$69.7K 0.46% 40
2017
Q3 		$1.2M Sell
61,240
-490
-0.8% -$9.55K 0.41% 41
2017
Q2 		$1.26M Buy
+61,730
New +$1.32M 0.51% 33

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IPG Investment Advisors's DHC Position: Q4 2018 in Review

IPG Investment Advisors sold out of Diversified Healthcare Trust (DHC) in Q4 2018, closing a stake of 53,700 shares — an estimated $943K sold.

IPG Investment Advisors first reported a position in DHC in Q2 2017 and held it in 6 quarters. The position peaked at $1.26M in Q2 2017. 328 funds tracked by Wall St. Rank hold DHC as of Q4 2018.

  • IPG Investment Advisors reported no remaining Diversified Healthcare Trust position as of Q4 2018 after selling out during the quarter.
  • IPG Investment Advisors sold 53,700 Diversified Healthcare Trust shares in Q4 2018, an estimated $943K.
  • IPG Investment Advisors first reported a position in Diversified Healthcare Trust in Q2 2017 and held it in 6 quarters.
  • IPG Investment Advisors's Diversified Healthcare Trust position peaked at $1.26M in Q2 2017.
  • 328 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2018.

Based on IPG Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.