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

FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 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. 239 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.
  • 239 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.