Meitav Investment House’s Diversified Healthcare Trust DHC Stock Holding History

Meitav Investment House’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
2021 Q2	–	Sell	-231,731	Closed	-$1.11K	–	419
2021 Q1	$1.11K	Buy	231,731 +1,242	+0.5%	+$5.72K	0.03%	205
2020 Q4	$950K	Sell	230,489 -212,244	-48%	-$836K	0.04%	178
2020 Q3	$1.56M	Buy	442,733 +182,563	+70%	+$712K	0.08%	124
2020 Q2	$1.15M	Buy	260,170 +25,692	+11%	+$90.8K	0.07%	149
2020 Q1	$851K	Buy	234,478 +65,870	+39%	+$432K	0.06%	162
2019 Q4	$1.37M	Buy	+168,608	New	+$1.42M	0.1%	125

Other funds holding DHC

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meitav Investment House's DHC Position: Q2 2021 in Review

Meitav Investment House sold out of Diversified Healthcare Trust (DHC) in Q2 2021, closing a stake of 231,731 shares — an estimated $1.11K sold.

Meitav Investment House first reported a position in DHC in Q4 2019 and held it in 6 quarters. The position peaked at $1.56M in Q3 2020. 223 funds tracked by Wall St. Rank hold DHC as of Q2 2021.

Meitav Investment House reported no remaining Diversified Healthcare Trust position as of Q2 2021 after selling out during the quarter.
Meitav Investment House sold 231,731 Diversified Healthcare Trust shares in Q2 2021, an estimated $1.11K.
Meitav Investment House first reported a position in Diversified Healthcare Trust in Q4 2019 and held it in 6 quarters.
Meitav Investment House's Diversified Healthcare Trust position peaked at $1.56M in Q3 2020.
223 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2021.

Based on Meitav Investment House's 13F filing for Q2 2021, filed 5 Aug 2021.