JWCA
DHC

J.W. Cole Advisors’s Diversified Healthcare Trust DHC Stock Holding History

J.W. Cole 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
2020
Q4 		– Sell
-10,496
Closed -$37K – 684
2020
Q3 		$37K Buy
+10,496
New +$41K ﹤0.01% 752

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

J.W. Cole Advisors's DHC Position: Q4 2020 in Review

J.W. Cole Advisors sold out of Diversified Healthcare Trust (DHC) in Q4 2020, closing a stake of 10,496 shares — an estimated $37K sold.

J.W. Cole Advisors first reported a position in DHC in Q3 2020 and held it in 1 quarter. The position peaked at $37K in Q3 2020. 229 funds tracked by Wall St. Rank hold DHC as of Q4 2020.

  • J.W. Cole Advisors reported no remaining Diversified Healthcare Trust position as of Q4 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,496 Diversified Healthcare Trust shares in Q4 2020, an estimated $37K.
  • J.W. Cole Advisors first reported a position in Diversified Healthcare Trust in Q3 2020 and held it in 1 quarter.
  • J.W. Cole Advisors's Diversified Healthcare Trust position peaked at $37K in Q3 2020.
  • 229 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.