OBWG
DHC

Onyx Bridge Wealth Group’s Diversified Healthcare Trust DHC Stock Holding History

Onyx Bridge Wealth Group’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 		$153K Sell
16,400
-2,000
-11% -$16.4K 0.01% 369
2026
Q1 		$122K Hold
18,400
– – 0.01% 357
2025
Q4 		$89.2K Hold
18,400
– – 0.01% 355
2025
Q3 		$81.1K Hold
18,400
– – 0.01% 359
2025
Q2 		$65.9K Hold
18,400
– – 0.01% 307
2025
Q1 		$44.2K Hold
18,400
– – 0.01% 286
2024
Q4 		$42.3K Hold
18,400
– – 0.01% 279
2024
Q3 		$77.1K Sell
18,400
-25
-0.1% -$84 0.01% 276
2024
Q2 		$56.2K Hold
18,425
– – 0.01% 266
2024
Q1 		$44.8K Hold
18,425
– – 0.01% 257
2023
Q4 		$68.9K Sell
18,425
-75
-0.4% -$176 0.01% 246
2023
Q3 		$35.9K Sell
18,500
-900
-5% -$2.28K 0.01% 232
2023
Q2 		$43.6K Buy
19,400
+3,900
+25% +$5.6K 0.01% 233
2023
Q1 		$20.9K Hold
15,500
– – 0.01% 183
2022
Q4 		$11.8K Buy
15,500
+2,000
+15% +$1.97K ﹤0.01% 182
2022
Q3 		$13K Hold
13,500
– – 0.01% 170
2022
Q2 		$24K Hold
13,500
– – 0.01% 161
2022
Q1 		$31K Hold
13,500
– – 0.01% 154
2021
Q4 		$44K Sell
13,500
-575
-4% -$1.86K 0.01% 170
2021
Q3 		$52K Hold
14,075
– – 0.02% 155
2021
Q2 		$57K Sell
14,075
-400
-3% -$1.65K 0.02% 125
2021
Q1 		$69K Sell
14,475
-289
-2% -$1.33K 0.03% 110
2020
Q4 		$61K Buy
+14,764
New +$58.2K 0.04% 71

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
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
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Onyx Bridge Wealth Group's DHC Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Diversified Healthcare Trust (DHC) stake by 11% in Q2 2026, selling an estimated $16.4K and leaving 16,400 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #369.

Onyx Bridge Wealth Group first reported a position in DHC in Q4 2020 and has held it in 23 quarters since. 33 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

  • Onyx Bridge Wealth Group held 16,400 shares of Diversified Healthcare Trust worth $153K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 2,000 Diversified Healthcare Trust shares in Q2 2026, an estimated $16.4K.
  • Diversified Healthcare Trust made up 0.01% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #369 holding.
  • Onyx Bridge Wealth Group first reported a position in Diversified Healthcare Trust in Q4 2020 and has held it in 23 quarters since.
  • 33 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.