SOAMC
DHC

Spirit of America Management Corp’s Diversified Healthcare Trust DHC Stock Holding History

Spirit of America Management Corp’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
Q1 		– Sell
-2,900
Closed -$24K – 232
2019
Q4 		$24K Hold
2,900
– – ﹤0.01% 226
2019
Q3 		$27K Hold
2,900
– – ﹤0.01% 236
2019
Q2 		$24K Hold
2,900
– – ﹤0.01% 240
2019
Q1 		$34K Hold
2,900
– – 0.01% 235
2018
Q4 		$34K Hold
2,900
– – 0.01% 235
2018
Q3 		$51K Hold
2,900
– – 0.01% 242
2018
Q2 		$52K Hold
2,900
– – 0.01% 257
2018
Q1 		$45K Buy
+2,900
New +$48.2K 0.01% 260

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Spirit of America Management Corp's DHC Position: Q1 2020 in Review

Spirit of America Management Corp sold out of Diversified Healthcare Trust (DHC) in Q1 2020, closing a stake of 2,900 shares — an estimated $24K sold.

Spirit of America Management Corp first reported a position in DHC in Q1 2018 and held it in 8 quarters. The position peaked at $52K in Q2 2018. 246 funds tracked by Wall St. Rank hold DHC as of Q1 2020.

  • Spirit of America Management Corp reported no remaining Diversified Healthcare Trust position as of Q1 2020 after selling out during the quarter.
  • Spirit of America Management Corp sold 2,900 Diversified Healthcare Trust shares in Q1 2020, an estimated $24K.
  • Spirit of America Management Corp first reported a position in Diversified Healthcare Trust in Q1 2018 and held it in 8 quarters.
  • Spirit of America Management Corp's Diversified Healthcare Trust position peaked at $52K in Q2 2018.
  • 246 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2020.

Based on Spirit of America Management Corp's 13F filing for Q1 2020, filed 7 Apr 2020.