SIM
DHC

Synergy Investment Management’s Diversified Healthcare Trust DHC Stock Holding History

Synergy Investment Management’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
2025
Q1 		– Sell
-271
Closed -$623 – 614
2024
Q4 		$623 Buy
+271
New +$798 ﹤0.01% 616

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
BCP
BlackBarn Capital Partners New York $1.24B AUM 55.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Synergy Investment Management's DHC Position: Q1 2025 in Review

Synergy Investment Management sold out of Diversified Healthcare Trust (DHC) in Q1 2025, closing a stake of 271 shares — an estimated $623 sold.

Synergy Investment Management first reported a position in DHC in Q4 2024 and held it in 1 quarter. The position peaked at $623 in Q4 2024. 204 funds tracked by Wall St. Rank hold DHC as of Q1 2025.

  • Synergy Investment Management reported no remaining Diversified Healthcare Trust position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 271 Diversified Healthcare Trust shares in Q1 2025, an estimated $623.
  • Synergy Investment Management first reported a position in Diversified Healthcare Trust in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Diversified Healthcare Trust position peaked at $623 in Q4 2024.
  • 204 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.