WAM
DHC

Wealthspire Advisors (Maryland)’s Diversified Healthcare Trust DHC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-909
Closed -$11K – 843
2019
Q1 		$11K Buy
909
+511
+128% +$6.54K ﹤0.01% 1481
2018
Q4 		$5K Sell
398
-483
-55% -$7.17K ﹤0.01% 1713
2018
Q3 		$15K Sell
881
-81
-8% -$1.49K ﹤0.01% 1404
2018
Q2 		$17K Buy
962
+209
+28% +$3.46K ﹤0.01% 1372
2018
Q1 		$12K Sell
753
-270
-26% -$4.49K ﹤0.01% 1489
2017
Q4 		$20K Sell
1,023
-377
-27% -$7.22K ﹤0.01% 1324
2017
Q3 		$27K Buy
1,400
+192
+16% +$3.74K ﹤0.01% 1192
2017
Q2 		$25K Buy
1,208
+500
+71% +$10.7K ﹤0.01% 1179
2017
Q1 		$14K Buy
708
+112
+19% +$2.2K ﹤0.01% 1197
2016
Q4 		$11K Hold
596
– – ﹤0.01% 1191
2016
Q3 		$14K Buy
596
+351
+143% +$7.77K ﹤0.01% 1164
2016
Q2 		$5K Hold
245
– – ﹤0.01% 1336
2016
Q1 		$4K Buy
245
+9
+4% +$140 ﹤0.01% 1383
2015
Q4 		$4K Buy
+236
New +$3.53K ﹤0.01% 1389

Other funds holding DHC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wealthspire Advisors (Maryland)'s DHC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Diversified Healthcare Trust (DHC) in Q2 2019, closing a stake of 909 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in DHC in Q4 2015 and held it in 14 quarters. The position peaked at $27K in Q3 2017. 301 funds tracked by Wall St. Rank hold DHC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Diversified Healthcare Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 909 Diversified Healthcare Trust shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Diversified Healthcare Trust in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Diversified Healthcare Trust position peaked at $27K in Q3 2017.
  • 301 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.