JG
DHC

Joel Greenblatt’s Diversified Healthcare Trust DHC Stock Holding History

Joel Greenblatt’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
Q3 		– Sell
-12,778
Closed -$39K – 1433
2024
Q2 		$39K Sell
12,778
-2,749
-18% -$6.98K ﹤0.01% 1400
2024
Q1 		$38.2K Buy
15,527
+4,807
+45% +$13.8K ﹤0.01% 1355
2023
Q4 		$40.1K Buy
+10,720
New +$25.2K ﹤0.01% 1316
2019
Q4 		– Sell
-19,638
Closed -$182K – 1115
2019
Q3 		$182K Buy
+19,638
New +$169K ﹤0.01% 1023

Other funds holding DHC

FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Joel Greenblatt's DHC Position: Q3 2024 in Review

Joel Greenblatt sold out of Diversified Healthcare Trust (DHC) in Q3 2024, closing a stake of 12,778 shares — an estimated $39K sold.

Joel Greenblatt first reported a position in DHC in Q3 2019 and held it in 4 quarters. The position peaked at $182K in Q3 2019. 194 funds tracked by Wall St. Rank hold DHC as of Q3 2024.

  • Joel Greenblatt reported no remaining Diversified Healthcare Trust position as of Q3 2024 after selling out during the quarter.
  • Joel Greenblatt sold 12,778 Diversified Healthcare Trust shares in Q3 2024, an estimated $39K.
  • Joel Greenblatt first reported a position in Diversified Healthcare Trust in Q3 2019 and held it in 4 quarters.
  • Joel Greenblatt's Diversified Healthcare Trust position peaked at $182K in Q3 2019.
  • 194 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2024.

Based on Gotham Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.