DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

330 hedge funds and large institutions have $3.78B invested in Diversified Healthcare Trust in 2016 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+11
Holders Change %
+3.45%
% of All Funds
8.82%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
47
Increased
126
Reduced
98
Closed
32
Calls
$3.71M
Puts
$4.2M
Net Calls
-$486K
Net Calls Change
+$526K

Top Buyers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$130M
2
Principal Financial Group
Principal Financial Group
Iowa
$119M
3
LSV Asset Management
LSV Asset Management
Illinois
$113M
4
Vanguard Group
Vanguard Group
Pennsylvania
$762M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$17.1M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
$0
2
Goldman Sachs
Goldman Sachs
New York
$28.9M
3
Deutsche Bank
Deutsche Bank
Germany
$109M
4
Morgan Stanley
Morgan Stanley
New York
$172M
5
HRES
Heitman Real Estate Securities
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
301
Central Trust Company
Missouri
$6K – – –
WT
302
Whittier Trust
California
$6K – – –
EWM
303
Evercore Wealth Management
New York
$6K +$6K +267 New
AIM
304
Anchor Investment Management
South Carolina
$5.06K – – –
WCBA
305
Weaver C. Barksdale & Associates
Tennessee
$5K – – –
WAM
306
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
SGAM
307
Smith Group Asset Management
Texas
$5K – – –
LFFS
308
La Francaise Forum Securities
Connecticut
$4K -$2M -107,884 -100%
WA
309
Winfield Associates
Ohio
$4K – – –
IF
310
Ironwood Financial
Arizona
$3K – – –
TWA
311
TCI Wealth Advisors
Arizona
$3K – – –
S
312
SignatureFD
Georgia
$3K +$1.48K +76 +97%
KT
313
Kanaly Trust
Texas
$2K -$286 -11 -13%
MWP
314
MYCIO Wealth Partners
Pennsylvania
$2K – – –
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.15K +60 +136%
SCM
316
Southport Capital Management
Tennessee
$2K +$2K +100 New
VNA
317
Valley National Advisers
Pennsylvania
$2K +$1.67K +100 +500%
KTC
318
Kistler-Tiffany Companies
Pennsylvania
$1K -$16.5K -825 -94%
GI
319
Gradient Investments
Minnesota
$1K -$4.6K -230 -82%
SNT
320
Security National Trust
West Virginia
$1K – – –
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
HR
322
Howe & Rusling
New York
$1K – – –
RFA
323
Reilly Financial Advisors
California
$1K – – –
CYG
324
Clean Yield Group
Vermont
$1K – – –
BG
325
Bollard Group
Massachusetts
$1K – – –
11 12
13
14 15