ZIM
DHC

Zacks Investment Management’s Diversified Healthcare Trust DHC Stock Holding History

Zacks Investment 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
2019
Q1 		– Sell
-248,360
Closed -$2.91M – 546
2018
Q4 		$2.91M Sell
248,360
-105,418
-30% -$1.56M 0.07% 179
2018
Q3 		$6.21M Buy
353,778
+87,139
+33% +$1.6M 0.13% 131
2018
Q2 		$4.82M Sell
266,639
-2,232
-0.8% -$36.9K 0.11% 153
2018
Q1 		$4.21M Buy
268,871
+4,086
+2% +$67.9K 0.09% 166
2017
Q4 		$5.07M Buy
264,785
+130
+0% +$2.49K 0.11% 144
2017
Q3 		$5.17M Sell
264,655
-6,314
-2% -$123K 0.12% 137
2017
Q2 		$5.54M Sell
270,969
-5,858
-2% -$125K 0.14% 132
2017
Q1 		$5.61M Buy
276,827
+5,874
+2% +$115K 0.14% 135
2016
Q4 		$5.13M Sell
270,953
-216,954
-44% -$4.2M 0.15% 131
2016
Q3 		$11.1M Buy
487,907
+6,658
+1% +$147K 0.31% 85
2016
Q2 		$10M Sell
481,249
-4,158
-0.9% -$77.5K 0.31% 87
2016
Q1 		$8.68M Buy
+485,407
New +$7.57M 0.28% 93

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zacks Investment Management's DHC Position: Q1 2019 in Review

Zacks Investment Management sold out of Diversified Healthcare Trust (DHC) in Q1 2019, closing a stake of 248,360 shares — an estimated $2.91M sold.

Zacks Investment Management first reported a position in DHC in Q1 2016 and held it in 12 quarters. The position peaked at $11.1M in Q3 2016. 336 funds tracked by Wall St. Rank hold DHC as of Q1 2019.

  • Zacks Investment Management reported no remaining Diversified Healthcare Trust position as of Q1 2019 after selling out during the quarter.
  • Zacks Investment Management sold 248,360 Diversified Healthcare Trust shares in Q1 2019, an estimated $2.91M.
  • Zacks Investment Management first reported a position in Diversified Healthcare Trust in Q1 2016 and held it in 12 quarters.
  • Zacks Investment Management's Diversified Healthcare Trust position peaked at $11.1M in Q3 2016.
  • 336 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q1 2019.

Based on Zacks Investment Management's 13F filing for Q1 2019, filed 15 May 2019.