Tyler-Stone Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

Tyler-Stone Wealth 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
2024 Q3	–	Sell	-4,607	Closed	-$14.1K	–	455
2024 Q2	$14.1K	Buy	4,607 +10	+0.2%	+$25	0.01%	595
2024 Q1	$11.3K	Buy	4,597 +16	+0.3%	+$46	0.01%	642
2023 Q4	$17.1K	Buy	4,581 +21	+0.5%	+$49	0.01%	530
2023 Q3	$9K	Buy	4,560 +17	+0.4%	+$43	0.01%	630
2023 Q2	$10K	Buy	+4,543	New	+$6.52K	0.01%	609
2022 Q4	$3K	Buy	4,437 +41	+0.9%	+$40	﹤0.01%	714
2022 Q3	$4K	Buy	4,396 +23	+0.5%	+$37	﹤0.01%	664
2022 Q2	$8K	Buy	4,373 +20	+0.5%	+$46	0.01%	592
2022 Q1	$14K	Buy	4,353 +14	+0.3%	+$43	0.01%	514
2021 Q4	$13K	Buy	+4,339	New	+$14K	0.01%	559

Other funds holding DHC

FFL

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

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

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 New York $166B AUM 43.98% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

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

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

Tyler-Stone Wealth Management's DHC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q3 2024, closing a stake of 4,607 shares — an estimated $14.1K sold.

Tyler-Stone Wealth Management first reported a position in DHC in Q4 2021 and held it in 10 quarters. The position peaked at $17.1K in Q4 2023. 194 funds tracked by Wall St. Rank hold DHC as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Diversified Healthcare Trust position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 4,607 Diversified Healthcare Trust shares in Q3 2024, an estimated $14.1K.
Tyler-Stone Wealth Management first reported a position in Diversified Healthcare Trust in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Diversified Healthcare Trust position peaked at $17.1K in Q4 2023.
194 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.