MGIM
DHC

M&G Investment Management’s Diversified Healthcare Trust DHC Stock Holding History

M&G Investment Management’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
2023
Q1 		– Sell
-139,867
Closed -$140K – 427
2022
Q4 		$140K Buy
139,867
+63,252
+83% +$62.4K ﹤0.01% 432
2022
Q3 		$77 Buy
+76,615
New +$123K ﹤0.01% 412

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
SVP
Strategic Value Partners Greenwich, Connecticut $133M AUM
LCM
Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

M&G Investment Management's DHC Position: Q1 2023 in Review

M&G Investment Management sold out of Diversified Healthcare Trust (DHC) in Q1 2023, closing a stake of 139,867 shares — an estimated $140K sold.

M&G Investment Management first reported a position in DHC in Q3 2022 and held it in 2 quarters. The position peaked at $140K in Q4 2022. 172 funds tracked by Wall St. Rank hold DHC as of Q1 2023.

  • M&G Investment Management reported no remaining Diversified Healthcare Trust position as of Q1 2023 after selling out during the quarter.
  • M&G Investment Management sold 139,867 Diversified Healthcare Trust shares in Q1 2023, an estimated $140K.
  • M&G Investment Management first reported a position in Diversified Healthcare Trust in Q3 2022 and held it in 2 quarters.
  • M&G Investment Management's Diversified Healthcare Trust position peaked at $140K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2023.

Based on M&G Investment Management's 13F filing for Q1 2023, filed 11 May 2023.