Wealthcare Advisory Partners’s Diversified Healthcare Trust DHC Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-7,175	Closed	-$34K	–	851
2021 Q1	$34K	Buy	+7,175	New	+$33K	﹤0.01%	1013
2020 Q2	–	Sell	-7,153	Closed	-$26K	–	550
2020 Q1	$26K	Sell	7,153 -111	-2%	-$728	﹤0.01%	656
2019 Q4	$61K	Buy	7,264 +41	+0.6%	+$346	0.01%	503
2019 Q3	$67K	Buy	7,223 +1,034	+17%	+$8.92K	0.01%	472
2019 Q2	$51K	Buy	+6,189	New	+$51.5K	0.01%	497

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Advisory Partners's DHC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Diversified Healthcare Trust (DHC) in Q2 2021, closing a stake of 7,175 shares — an estimated $34K sold.

Wealthcare Advisory Partners first reported a position in DHC in Q2 2019 and held it in 5 quarters. The position peaked at $67K in Q3 2019. 223 funds tracked by Wall St. Rank hold DHC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Diversified Healthcare Trust position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 7,175 Diversified Healthcare Trust shares in Q2 2021, an estimated $34K.
Wealthcare Advisory Partners first reported a position in Diversified Healthcare Trust in Q2 2019 and held it in 5 quarters.
Wealthcare Advisory Partners's Diversified Healthcare Trust position peaked at $67K in Q3 2019.
223 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.