WAM
DHC

WFA Asset Management’s Diversified Healthcare Trust DHC Stock Holding History

WFA Asset 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
2022
Q4 		– Sell
-1,326
Closed -$1.31K – 230
2022
Q3 		$1.31K Buy
1,326
+8
+0.6% +$13 ﹤0.01% 224
2022
Q2 		$2.4K Buy
+1,318
New +$3.01K ﹤0.01% 201

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
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WFA Asset Management's DHC Position: Q4 2022 in Review

WFA Asset Management sold out of Diversified Healthcare Trust (DHC) in Q4 2022, closing a stake of 1,326 shares — an estimated $1.31K sold.

WFA Asset Management first reported a position in DHC in Q2 2022 and held it in 2 quarters. The position peaked at $2.4K in Q2 2022. 182 funds tracked by Wall St. Rank hold DHC as of Q4 2022.

  • WFA Asset Management reported no remaining Diversified Healthcare Trust position as of Q4 2022 after selling out during the quarter.
  • WFA Asset Management sold 1,326 Diversified Healthcare Trust shares in Q4 2022, an estimated $1.31K.
  • WFA Asset Management first reported a position in Diversified Healthcare Trust in Q2 2022 and held it in 2 quarters.
  • WFA Asset Management's Diversified Healthcare Trust position peaked at $2.4K in Q2 2022.
  • 182 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q4 2022.

Based on WFA Asset Management's 13F filing for Q4 2022, filed 13 Oct 2023.