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Plante Moran Financial Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Plante Moran Financial Advisors’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
-5,000
Closed -$3.23K – 813
2022
Q4 		$3.23K Buy
+5,000
New +$4.94K ﹤0.01% 710
2015
Q1 		– Sell
-32
Closed -$1K – 733
2014
Q4 		$1K Buy
+32
New +$701 ﹤0.01% 774
2013
Q3 		– Sell
-404
Closed -$10K – 639
2013
Q2 		$10K Buy
+404
New +$11K 0.01% 345

Other funds holding DHC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
SVP
Strategic Value Partners Greenwich, Connecticut $171M AUM
LCM
Lonestar Capital Management San Francisco, California $345M AUM 80.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return

Plante Moran Financial Advisors's DHC Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Diversified Healthcare Trust (DHC) in Q1 2023, closing a stake of 5,000 shares — an estimated $3.23K sold.

Plante Moran Financial Advisors first reported a position in DHC in Q2 2013 and held it in 3 quarters. The position peaked at $10K in Q2 2013. 172 funds tracked by Wall St. Rank hold DHC as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining Diversified Healthcare Trust position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 5,000 Diversified Healthcare Trust shares in Q1 2023, an estimated $3.23K.
  • Plante Moran Financial Advisors first reported a position in Diversified Healthcare Trust in Q2 2013 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Diversified Healthcare Trust position peaked at $10K in Q2 2013.
  • 172 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.