RCA
DHC

Reitz Capital Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Reitz Capital 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
2019
Q4 		– Sell
-20,898
Closed -$193K – 40
2019
Q3 		$193K Buy
20,898
+9,828
+89% +$84.8K 0.22% 37
2019
Q2 		$92K Buy
+11,070
New +$92.2K 0.1% 43

Other funds holding DHC

Vanguard Group
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Reitz Capital Advisors's DHC Position: Q4 2019 in Review

Reitz Capital Advisors sold out of Diversified Healthcare Trust (DHC) in Q4 2019, closing a stake of 20,898 shares — an estimated $193K sold.

Reitz Capital Advisors first reported a position in DHC in Q2 2019 and held it in 2 quarters. The position peaked at $193K in Q3 2019. 225 funds tracked by Wall St. Rank hold DHC as of Q4 2019.

  • Reitz Capital Advisors reported no remaining Diversified Healthcare Trust position as of Q4 2019 after selling out during the quarter.
  • Reitz Capital Advisors sold 20,898 Diversified Healthcare Trust shares in Q4 2019, an estimated $193K.
  • Reitz Capital Advisors first reported a position in Diversified Healthcare Trust in Q2 2019 and held it in 2 quarters.
  • Reitz Capital Advisors's Diversified Healthcare Trust position peaked at $193K in Q3 2019.
  • 225 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2019.

Based on Reitz Capital Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.