PFA
DHC

Pathway Financial Advisers’s Diversified Healthcare Trust DHC Stock Holding History

Pathway Financial Advisers’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
-435
Closed -$281 – 507
2022
Q4 		$281 Buy
+435
New +$429 ﹤0.01% 552

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

Pathway Financial Advisers's DHC Position: Q1 2023 in Review

Pathway Financial Advisers sold out of Diversified Healthcare Trust (DHC) in Q1 2023, closing a stake of 435 shares — an estimated $281 sold.

Pathway Financial Advisers first reported a position in DHC in Q4 2022 and held it in 1 quarter. The position peaked at $281 in Q4 2022. 172 funds tracked by Wall St. Rank hold DHC as of Q1 2023.

  • Pathway Financial Advisers reported no remaining Diversified Healthcare Trust position as of Q1 2023 after selling out during the quarter.
  • Pathway Financial Advisers sold 435 Diversified Healthcare Trust shares in Q1 2023, an estimated $281.
  • Pathway Financial Advisers first reported a position in Diversified Healthcare Trust in Q4 2022 and held it in 1 quarter.
  • Pathway Financial Advisers's Diversified Healthcare Trust position peaked at $281 in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.