Key Financial Inc’s Diversified Healthcare Trust DHC Stock Holding History

Key Financial Inc’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 Q2	–	Sell	-80	Closed	-$197	–	1353
2024 Q1	$197	Hold	80	–	–	﹤0.01%	1271
2023 Q4	$299	Hold	80	–	–	﹤0.01%	1266
2023 Q3	$155	Hold	80	–	–	﹤0.01%	1305
2023 Q2	$180	Hold	80	–	–	﹤0.01%	1345
2023 Q1	$108	Hold	80	–	–	﹤0.01%	1150
2022 Q4	$79	Hold	80	–	–	﹤0.01%	1159
2022 Q3	$0	Hold	80	–	–	﹤0.01%	1126
2022 Q2	$0	Hold	80	–	–	﹤0.01%	1103
2022 Q1	$0	Hold	80	–	–	﹤0.01%	1069
2021 Q4	$0	Hold	80	–	–	﹤0.01%	959
2021 Q3	$0	Hold	80	–	–	﹤0.01%	915
2021 Q2	$0	Hold	80	–	–	﹤0.01%	858
2021 Q1	$0	Hold	80	–	–	﹤0.01%	768
2020 Q4	$0	Buy	+80	New	+$315	﹤0.01%	716
2020 Q2	–	Sell	-80	Closed	–	–	213
2020 Q1	$0	Buy	+80	New	+$525	﹤0.01%	689

Other funds holding DHC

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCM

Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return

Key Financial Inc's DHC Position: Q2 2024 in Review

Key Financial Inc sold out of Diversified Healthcare Trust (DHC) in Q2 2024, closing a stake of 80 shares — an estimated $197 sold.

Key Financial Inc first reported a position in DHC in Q1 2020 and held it in 15 quarters. The position peaked at $299 in Q4 2023. 191 funds tracked by Wall St. Rank hold DHC as of Q2 2024.

Key Financial Inc reported no remaining Diversified Healthcare Trust position as of Q2 2024 after selling out during the quarter.
Key Financial Inc sold 80 Diversified Healthcare Trust shares in Q2 2024, an estimated $197.
Key Financial Inc first reported a position in Diversified Healthcare Trust in Q1 2020 and held it in 15 quarters.
Key Financial Inc's Diversified Healthcare Trust position peaked at $299 in Q4 2023.
191 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.