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

TCI 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 Q3	–	Sell	-581	Closed	-$1K	–	2314
2022 Q2	$1K	Sell	581 -917	-61%	-$2.1K	﹤0.01%	2116
2022 Q1	$5K	Hold	1,498	–	–	﹤0.01%	1517
2021 Q4	$5K	Buy	+1,498	New	+$4.84K	﹤0.01%	1637
2021 Q3	–	Sell	-810	Closed	-$3K	–	2419
2021 Q2	$3K	Buy	810 +447	+123%	+$1.84K	﹤0.01%	1730
2021 Q1	$2K	Buy	+363	New	+$1.67K	﹤0.01%	1716
2019 Q4	–	Sell	-80	Closed	-$1K	–	1562
2019 Q3	$1K	Sell	80 -101	-56%	-$871	﹤0.01%	1257
2019 Q2	$1K	Buy	+181	New	+$1.51K	﹤0.01%	1175
2019 Q1	–	Sell	-42	Closed	–	–	1432
2018 Q4	$0	Sell	42 -233	-85%	-$3.46K	﹤0.01%	1481
2018 Q3	$5K	Hold	275	–	–	﹤0.01%	783
2018 Q2	$5K	Buy	275 +109	+66%	+$1.8K	﹤0.01%	768
2018 Q1	$3K	Hold	166	–	–	﹤0.01%	841
2017 Q4	$3K	Hold	166	–	–	﹤0.01%	892
2017 Q3	$3K	Hold	166	–	–	﹤0.01%	836
2017 Q2	$3K	Hold	166	–	–	﹤0.01%	866
2017 Q1	$3K	Sell	166 -43	-21%	-$843	﹤0.01%	834
2016 Q4	$4K	Hold	209	–	–	﹤0.01%	812
2016 Q3	$5K	Buy	209 +43	+26%	+$952	﹤0.01%	723
2016 Q2	$3K	Hold	166	–	–	﹤0.01%	830
2016 Q1	$3K	Buy	+166	New	+$2.59K	﹤0.01%	832

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

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

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

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

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

TCI Wealth Advisors's DHC Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Diversified Healthcare Trust (DHC) in Q3 2022, closing a stake of 581 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in DHC in Q1 2016 and held it in 19 quarters. The position peaked at $5K in Q1 2022. 219 funds tracked by Wall St. Rank hold DHC as of Q3 2022.

TCI Wealth Advisors reported no remaining Diversified Healthcare Trust position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 581 Diversified Healthcare Trust shares in Q3 2022, an estimated $1K.
TCI Wealth Advisors first reported a position in Diversified Healthcare Trust in Q1 2016 and held it in 19 quarters.
TCI Wealth Advisors's Diversified Healthcare Trust position peaked at $5K in Q1 2022.
219 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.