EWM
DHC

Empirical Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

Empirical Wealth 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
2026
Q2 		$115K Buy
+12,381
New +$101K ﹤0.01% 1035

Other funds holding DHC

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Empirical Wealth Management's DHC Position: Q2 2026 in Review

Empirical Wealth Management opened a new position in Diversified Healthcare Trust (DHC) in Q2 2026: 12,381 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings.

39 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

  • Empirical Wealth Management held 12,381 shares of Diversified Healthcare Trust worth $115K as of Q2 2026.
  • Diversified Healthcare Trust was a new Empirical Wealth Management position in Q2 2026.
  • Diversified Healthcare Trust made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1035 holding.
  • 39 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.