Empirical Wealth Management
DHC icon

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
Q3 		– Sell
-12,381
Closed -$115K – 1175
2026
Q2 		$115K Buy
+12,381
New +$101K ﹤0.01% 1035

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Hennessy Advisors Inc
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Russell Investments Group
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Empirical Wealth Management's DHC Position: Q3 2026 in Review

Empirical Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q3 2026, closing a stake of 12,381 shares — an estimated $115K sold.

Empirical Wealth Management first reported a position in DHC in Q2 2026 and held it in 1 quarter. The position peaked at $115K in Q2 2026. 91 funds tracked by Wall St. Rank hold DHC as of Q3 2026.

  • Empirical Wealth Management reported no remaining Diversified Healthcare Trust position as of Q3 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 12,381 Diversified Healthcare Trust shares in Q3 2026, an estimated $115K.
  • Empirical Wealth Management first reported a position in Diversified Healthcare Trust in Q2 2026 and held it in 1 quarter.
  • Empirical Wealth Management's Diversified Healthcare Trust position peaked at $115K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.