JSW
DHC

Journey Strategic Wealth’s Diversified Healthcare Trust DHC Stock Holding History

Journey Strategic Wealth’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
2022
Q3 		– Sell
-11,651
Closed -$21K – 183
2022
Q2 		$21K Buy
+11,651
New +$26.6K ﹤0.01% 124

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
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Journey Strategic Wealth's DHC Position: Q3 2022 in Review

Journey Strategic Wealth sold out of Diversified Healthcare Trust (DHC) in Q3 2022, closing a stake of 11,651 shares — an estimated $21K sold.

Journey Strategic Wealth first reported a position in DHC in Q2 2022 and held it in 1 quarter. The position peaked at $21K in Q2 2022. 219 funds tracked by Wall St. Rank hold DHC as of Q3 2022.

  • Journey Strategic Wealth reported no remaining Diversified Healthcare Trust position as of Q3 2022 after selling out during the quarter.
  • Journey Strategic Wealth sold 11,651 Diversified Healthcare Trust shares in Q3 2022, an estimated $21K.
  • Journey Strategic Wealth first reported a position in Diversified Healthcare Trust in Q2 2022 and held it in 1 quarter.
  • Journey Strategic Wealth's Diversified Healthcare Trust position peaked at $21K in Q2 2022.
  • 219 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2022.

Based on Journey Strategic Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.