LM Advisors’s Diversified Healthcare Trust DHC Stock Holding History

LM 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
2024 Q1	–	Sell	-50	Closed	-$187	–	332
2023 Q4	$187	Buy	+50	New	+$118	﹤0.01%	721

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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

LM Advisors's DHC Position: Q1 2024 in Review

LM Advisors sold out of Diversified Healthcare Trust (DHC) in Q1 2024, closing a stake of 50 shares — an estimated $187 sold.

LM Advisors first reported a position in DHC in Q4 2023 and held it in 1 quarter. The position peaked at $187 in Q4 2023. 186 funds tracked by Wall St. Rank hold DHC as of Q1 2024.

LM Advisors reported no remaining Diversified Healthcare Trust position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 50 Diversified Healthcare Trust shares in Q1 2024, an estimated $187.
LM Advisors first reported a position in Diversified Healthcare Trust in Q4 2023 and held it in 1 quarter.
LM Advisors's Diversified Healthcare Trust position peaked at $187 in Q4 2023.
186 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.