PFGIA
DHC

Patriot Financial Group Insurance Agency’s Diversified Healthcare Trust DHC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-200
Closed – – 778
2022
Q2 		$0 Hold
200
– – ﹤0.01% 2043
2022
Q1 		$1K Hold
200
– – ﹤0.01% 1930
2021
Q4 		$1K Hold
200
– – ﹤0.01% 2023
2021
Q3 		$1K Hold
200
– – ﹤0.01% 2042
2021
Q2 		$1K Hold
200
– – ﹤0.01% 1969
2021
Q1 		$1K Hold
200
– – ﹤0.01% 1867
2020
Q4 		$1K Hold
200
– – ﹤0.01% 1734
2020
Q3 		$1K Hold
200
– – ﹤0.01% 1536
2020
Q2 		$1K Sell
200
-100
-33% -$353 ﹤0.01% 1499
2020
Q1 		$1K Hold
300
– – ﹤0.01% 1411
2019
Q4 		$3K Hold
300
– – ﹤0.01% 1038
2019
Q3 		$3K Hold
300
– – ﹤0.01% 1017
2019
Q2 		$3K Hold
300
– – ﹤0.01% 1030
2019
Q1 		$4K Hold
300
– – ﹤0.01% 888
2018
Q4 		$4K Buy
+300
New +$4.45K ﹤0.01% 748
2018
Q2 		– Sell
-47
Closed -$1K – 663
2018
Q1 		$1K Hold
47
– – ﹤0.01% 904
2017
Q4 		$1K Hold
47
– – ﹤0.01% 887
2017
Q3 		$1K Hold
47
– – ﹤0.01% 870
2017
Q2 		$1K Buy
+47
New +$1K ﹤0.01% 868

Other funds holding DHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DHC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Diversified Healthcare Trust (DHC) in Q3 2022, closing a stake of 200 shares.

Patriot Financial Group Insurance Agency first reported a position in DHC in Q2 2017 and held it in 19 quarters. The position peaked at $4K in Q1 2019. 219 funds tracked by Wall St. Rank hold DHC as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Diversified Healthcare Trust position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 Diversified Healthcare Trust shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Diversified Healthcare Trust in Q2 2017 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's Diversified Healthcare Trust position peaked at $4K in Q1 2019.
  • 219 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.