RIA
DHC

Realta Investment Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Realta Investment 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
2020
Q4 		– Sell
-15,451
Closed -$54K – 335
2020
Q3 		$54K Sell
15,451
-7,106
-32% -$27.7K 0.02% 311
2020
Q2 		$100K Buy
22,557
+937
+4% +$3.31K 0.03% 329
2020
Q1 		$78K Sell
21,620
-7,156
-25% -$47K 0.03% 285
2019
Q4 		$212K Buy
28,776
+16,356
+132% +$138K 0.06% 327
2019
Q3 		$114K Sell
12,420
-1,954
-14% -$16.9K 0.03% 467
2019
Q2 		$119K Buy
14,374
+13,291
+1,227% +$111K 0.03% 454
2019
Q1 		$13K Buy
+1,083
New +$13.9K 0.01% 855

Other funds holding DHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Realta Investment Advisors's DHC Position: Q4 2020 in Review

Realta Investment Advisors sold out of Diversified Healthcare Trust (DHC) in Q4 2020, closing a stake of 15,451 shares — an estimated $54K sold.

Realta Investment Advisors first reported a position in DHC in Q1 2019 and held it in 7 quarters. The position peaked at $212K in Q4 2019. 229 funds tracked by Wall St. Rank hold DHC as of Q4 2020.

  • Realta Investment Advisors reported no remaining Diversified Healthcare Trust position as of Q4 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 15,451 Diversified Healthcare Trust shares in Q4 2020, an estimated $54K.
  • Realta Investment Advisors first reported a position in Diversified Healthcare Trust in Q1 2019 and held it in 7 quarters.
  • Realta Investment Advisors's Diversified Healthcare Trust position peaked at $212K in Q4 2019.
  • 229 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2020.

Based on Realta Investment Advisors's 13F filing for Q4 2020, filed 13 Jan 2021.