SDWIA
DHC

Schwarz Dygos Wheeler Investment Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Schwarz Dygos Wheeler 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
2019
Q4 		– Sell
-11,080
Closed -$103K – 86
2019
Q3 		$103K Hold
11,080
– – 0.08% 80
2019
Q2 		$92K Hold
11,080
– – 0.08% 81
2019
Q1 		$131K Buy
11,080
+1,080
+11% +$13.8K 0.11% 75
2018
Q4 		$117K Buy
+10,000
New +$148K 0.13% 67

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 $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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 $654B AUM 26.35% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DHC Position: Q4 2019 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Diversified Healthcare Trust (DHC) in Q4 2019, closing a stake of 11,080 shares — an estimated $103K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DHC in Q4 2018 and held it in 4 quarters. The position peaked at $131K in Q1 2019. 225 funds tracked by Wall St. Rank hold DHC as of Q4 2019.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Diversified Healthcare Trust position as of Q4 2019 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 11,080 Diversified Healthcare Trust shares in Q4 2019, an estimated $103K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Diversified Healthcare Trust in Q4 2018 and held it in 4 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Diversified Healthcare Trust position peaked at $131K in Q1 2019.
  • 225 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2019.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.