WQ
DHC

Wealth Quarterback’s Diversified Healthcare Trust DHC Stock Holding History

Wealth Quarterback’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
Q3 		$3K Buy
1,354
+599
+79% +$2.26K ﹤0.01% 649
2021
Q2 		$4K Buy
+755
New +$3.12K ﹤0.01% 633
2020
Q2 		– Sell
-1,617
Closed -$5.87K – 264
2020
Q1 		$5.87K Sell
1,617
-2,218
-58% -$14.6K 0.01% 580
2019
Q4 		$13.8K Buy
+3,835
New +$32.3K 0.01% 454

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Quarterback's DHC Position: Q3 2021 in Review

Wealth Quarterback increased its Diversified Healthcare Trust (DHC) stake by 79% in Q3 2021, buying an estimated $2.26K and bringing the position to 1,354 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Wealth Quarterback first reported a position in DHC in Q4 2019 and has held it in 4 quarters since. The position peaked at $13.8K in Q4 2019. 224 funds tracked by Wall St. Rank hold DHC as of Q3 2021.

  • Wealth Quarterback held 1,354 shares of Diversified Healthcare Trust worth $3K as of Q3 2021.
  • Wealth Quarterback bought 599 Diversified Healthcare Trust shares in Q3 2021, an estimated $2.26K.
  • Diversified Healthcare Trust made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #649 holding.
  • Wealth Quarterback first reported a position in Diversified Healthcare Trust in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Diversified Healthcare Trust position peaked at $13.8K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.