Onyx Bridge Wealth Group
DHC icon

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
Q3 		$129K Hold
16,400
– – 0.01% 385
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Onyx Bridge Wealth Group's DHC Position: Q3 2026 in Review

Onyx Bridge Wealth Group held its Diversified Healthcare Trust (DHC) position steady in Q3 2026 at 16,400 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #385.

Onyx Bridge Wealth Group first reported a position in DHC in Q4 2020 and has held it in 24 quarters since. The position peaked at $153K in Q2 2026. 114 funds tracked by Wall St. Rank hold DHC as of Q3 2026.

  • Onyx Bridge Wealth Group held 16,400 shares of Diversified Healthcare Trust worth $129K as of Q3 2026.
  • Onyx Bridge Wealth Group left its Diversified Healthcare Trust share count unchanged in Q3 2026.
  • Diversified Healthcare Trust made up 0.01% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #385 holding.
  • Onyx Bridge Wealth Group first reported a position in Diversified Healthcare Trust in Q4 2020 and has held it in 24 quarters since.
  • Onyx Bridge Wealth Group's Diversified Healthcare Trust position peaked at $153K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.