SIC
DHC

Samalin Investment Counsel’s Diversified Healthcare Trust DHC Stock Holding History

Samalin Investment Counsel’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
Q4 		– Sell
-35,402
Closed -$35K – 255
2022
Q3 		$35K Sell
35,402
-5,341
-13% -$8.56K 0.03% 228
2022
Q2 		$74K Buy
40,743
+8,693
+27% +$19.9K 0.05% 222
2022
Q1 		$103K Sell
32,050
-24,565
-43% -$75K 0.06% 240
2021
Q4 		$175K Buy
56,615
+10,806
+24% +$34.9K 0.11% 233
2021
Q3 		$155K Buy
45,809
+1,123
+3% +$4.24K 0.1% 231
2021
Q2 		$187K Buy
44,686
+16,673
+60% +$68.8K 0.12% 226
2021
Q1 		$133K Sell
28,013
-5,360
-16% -$24.7K 0.09% 227
2020
Q4 		$137K Sell
33,373
-1,302
-4% -$5.13K 0.1% 214
2020
Q3 		$122K Buy
34,675
+3,576
+11% +$14K 0.11% 189
2020
Q2 		$137K Buy
31,099
+7,077
+29% +$25K 0.14% 155
2020
Q1 		$87K Buy
24,022
+439
+2% +$2.88K 0.12% 134
2019
Q4 		$199K Buy
+23,583
New +$199K 0.17% 155

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $255M AUM 22.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Samalin Investment Counsel's DHC Position: Q4 2022 in Review

Samalin Investment Counsel sold out of Diversified Healthcare Trust (DHC) in Q4 2022, closing a stake of 35,402 shares — an estimated $35K sold.

Samalin Investment Counsel first reported a position in DHC in Q4 2019 and held it in 12 quarters. The position peaked at $199K in Q4 2019. 182 funds tracked by Wall St. Rank hold DHC as of Q4 2022.

  • Samalin Investment Counsel reported no remaining Diversified Healthcare Trust position as of Q4 2022 after selling out during the quarter.
  • Samalin Investment Counsel sold 35,402 Diversified Healthcare Trust shares in Q4 2022, an estimated $35K.
  • Samalin Investment Counsel first reported a position in Diversified Healthcare Trust in Q4 2019 and held it in 12 quarters.
  • Samalin Investment Counsel's Diversified Healthcare Trust position peaked at $199K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2022.

Based on Samalin Investment Counsel's 13F filing for Q4 2022, filed 10 Feb 2023.