Sutton Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Sutton Wealth 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
2022 Q2	–	Sell	-41	Closed	-$131	–	1657
2022 Q1	$131	Sell	41 -33	-45%	-$101	﹤0.01%	1598
2021 Q4	$229	Sell	74 -3,817	-98%	-$12.3K	﹤0.01%	1624
2021 Q3	$13.2K	Sell	3,891 -109	-3%	-$411	﹤0.01%	821
2021 Q2	$16.7K	Hold	4,000	–	–	0.01%	756
2021 Q1	$19.1K	Hold	4,000	–	–	0.01%	685
2020 Q4	$16.5K	Buy	4,000 +377	+10%	+$1.49K	0.01%	665
2020 Q3	$12.8K	Buy	+3,623	New	+$14.1K	0.01%	671
2019 Q2	–	Sell	-20	Closed	-$236	–	1181
2019 Q1	$236	Hold	20	–	–	﹤0.01%	1160
2018 Q4	$234	Hold	20	–	–	﹤0.01%	1115
2018 Q3	$351	Hold	20	–	–	﹤0.01%	1108
2018 Q2	$362	Hold	20	–	–	﹤0.01%	1108
2018 Q1	$313	Buy	+20	New	+$333	﹤0.01%	1107

Other funds holding DHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Sutton Wealth Advisors's DHC Position: Q2 2022 in Review

Sutton Wealth Advisors sold out of Diversified Healthcare Trust (DHC) in Q2 2022, closing a stake of 41 shares — an estimated $131 sold.

Sutton Wealth Advisors first reported a position in DHC in Q1 2018 and held it in 12 quarters. The position peaked at $19.1K in Q1 2021. 242 funds tracked by Wall St. Rank hold DHC as of Q2 2022.

Sutton Wealth Advisors reported no remaining Diversified Healthcare Trust position as of Q2 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 41 Diversified Healthcare Trust shares in Q2 2022, an estimated $131.
Sutton Wealth Advisors first reported a position in Diversified Healthcare Trust in Q1 2018 and held it in 12 quarters.
Sutton Wealth Advisors's Diversified Healthcare Trust position peaked at $19.1K in Q1 2021.
242 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2022.

Based on Sutton Wealth Advisors's 13F filing for Q2 2022, filed 7 Nov 2023.