MCC
DHC

Money Concepts Capital’s Diversified Healthcare Trust DHC Stock Holding History

Money Concepts Capital’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
-605
Closed -$392 – 1045
2022
Q4 		$392 Buy
+605
New +$597 ﹤0.01% 3037
2022
Q2 		– Sell
-605
Closed -$2K – 1703
2022
Q1 		$2K Buy
+605
New +$1.85K ﹤0.01% 2434

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

Money Concepts Capital's DHC Position: Q1 2023 in Review

Money Concepts Capital sold out of Diversified Healthcare Trust (DHC) in Q1 2023, closing a stake of 605 shares — an estimated $392 sold.

Money Concepts Capital first reported a position in DHC in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 172 funds tracked by Wall St. Rank hold DHC as of Q1 2023.

  • Money Concepts Capital reported no remaining Diversified Healthcare Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 605 Diversified Healthcare Trust shares in Q1 2023, an estimated $392.
  • Money Concepts Capital first reported a position in Diversified Healthcare Trust in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Diversified Healthcare Trust position peaked at $2K in Q1 2022.
  • 172 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.