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	–	825
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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

Strategic Value Partners Greenwich, Connecticut $133M AUM

Lonestar Capital Management San Francisco, California $186M AUM 72.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return