SW
DHC

Simplicity Wealth’s Diversified Healthcare Trust DHC Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-22,796
Closed -$69.5K – 669
2024
Q2 		$69.5K Buy
22,796
+176
+0.8% +$447 ﹤0.01% 1190
2024
Q1 		$55.6K Buy
+22,620
New +$64.8K ﹤0.01% 1140

Other funds holding DHC

FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
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
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Wealth's DHC Position: Q3 2024 in Review

Simplicity Wealth sold out of Diversified Healthcare Trust (DHC) in Q3 2024, closing a stake of 22,796 shares — an estimated $69.5K sold.

Simplicity Wealth first reported a position in DHC in Q1 2024 and held it in 2 quarters. The position peaked at $69.5K in Q2 2024. 194 funds tracked by Wall St. Rank hold DHC as of Q3 2024.

  • Simplicity Wealth reported no remaining Diversified Healthcare Trust position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 22,796 Diversified Healthcare Trust shares in Q3 2024, an estimated $69.5K.
  • Simplicity Wealth first reported a position in Diversified Healthcare Trust in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Diversified Healthcare Trust position peaked at $69.5K in Q2 2024.
  • 194 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.