SW
DHC

SVB Wealth’s Diversified Healthcare Trust DHC Stock Holding History

SVB 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
2021
Q4 		– Sell
-13,187
Closed -$44K – 849
2021
Q3 		$44K Sell
13,187
-4,139
-24% -$15.6K ﹤0.01% 960
2021
Q2 		$72K Buy
17,326
+7,237
+72% +$29.9K ﹤0.01% 934
2021
Q1 		$48K Buy
+10,089
New +$46.4K ﹤0.01% 885

Other funds holding DHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SVB Wealth's DHC Position: Q4 2021 in Review

SVB Wealth sold out of Diversified Healthcare Trust (DHC) in Q4 2021, closing a stake of 13,187 shares — an estimated $44K sold.

SVB Wealth first reported a position in DHC in Q1 2021 and held it in 3 quarters. The position peaked at $72K in Q2 2021. 236 funds tracked by Wall St. Rank hold DHC as of Q4 2021.

  • SVB Wealth reported no remaining Diversified Healthcare Trust position as of Q4 2021 after selling out during the quarter.
  • SVB Wealth sold 13,187 Diversified Healthcare Trust shares in Q4 2021, an estimated $44K.
  • SVB Wealth first reported a position in Diversified Healthcare Trust in Q1 2021 and held it in 3 quarters.
  • SVB Wealth's Diversified Healthcare Trust position peaked at $72K in Q2 2021.
  • 236 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.