Winch Advisory Services’s Diversified Healthcare Trust DHC Stock Holding History

Winch Advisory Services’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	-61	Closed	-$187	–	467
2024 Q2	$187	Hold	61	–	–	﹤0.01%	432
2024 Q1	$150	Hold	61	–	–	﹤0.01%	432
2023 Q4	$227	Buy	61 +1	+2%	+$2	﹤0.01%	419
2023 Q3	$0	Hold	60	–	–	﹤0.01%	427
2023 Q2	$0	Hold	60	–	–	﹤0.01%	425
2023 Q1	$0	Buy	60 +1	+2%	+$1	﹤0.01%	421
2022 Q4	$0	Buy	59 +1	+2%	+$1	﹤0.01%	411
2022 Q3	$0	Hold	58	–	–	﹤0.01%	407
2022 Q2	$0	Hold	58	–	–	﹤0.01%	445
2022 Q1	$0	Hold	58	–	–	﹤0.01%	465
2021 Q4	$0	Hold	58	–	–	﹤0.01%	481
2021 Q3	$0	Hold	58	–	–	﹤0.01%	491
2021 Q2	$0	Buy	58 +1	+2%	+$4	﹤0.01%	491
2021 Q1	$0	Hold	57	–	–	﹤0.01%	461
2020 Q4	$0	Hold	57	–	–	﹤0.01%	431
2020 Q3	$0	Hold	57	–	–	﹤0.01%	395
2020 Q2	$0	Hold	57	–	–	﹤0.01%	384
2020 Q1	$0	Buy	57 +1	+2%	+$7	﹤0.01%	354
2019 Q4	$0	Buy	56 +1	+2%	+$8	﹤0.01%	365
2019 Q3	$1K	Buy	55 +1	+2%	+$9	﹤0.01%	322
2019 Q2	$0	Buy	54 +1	+2%	+$8	﹤0.01%	439
2019 Q1	$1K	Buy	53 +2	+4%	+$26	﹤0.01%	349
2018 Q4	$1K	Buy	+51	New	+$757	﹤0.01%	319

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

Winch Advisory Services's DHC Position: Q3 2024 in Review

Winch Advisory Services sold out of Diversified Healthcare Trust (DHC) in Q3 2024, closing a stake of 61 shares — an estimated $187 sold.

Winch Advisory Services first reported a position in DHC in Q4 2018 and held it in 23 quarters. The position peaked at $1K in Q3 2019. 194 funds tracked by Wall St. Rank hold DHC as of Q3 2024.

Winch Advisory Services reported no remaining Diversified Healthcare Trust position as of Q3 2024 after selling out during the quarter.
Winch Advisory Services sold 61 Diversified Healthcare Trust shares in Q3 2024, an estimated $187.
Winch Advisory Services first reported a position in Diversified Healthcare Trust in Q4 2018 and held it in 23 quarters.
Winch Advisory Services's Diversified Healthcare Trust position peaked at $1K in Q3 2019.
194 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.