Physician Wealth Advisors’s Diversified Healthcare Trust DHC Stock Holding History

Physician Wealth Advisors’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	$3.41K	Hold	434	–	–	﹤0.01%	1290
2026 Q2	$4.04K	Buy	434 +115	+36%	+$942	﹤0.01%	1193
2026 Q1	$2.12K	Hold	319	–	–	﹤0.01%	1332
2025 Q4	$1.55K	Hold	319	–	–	﹤0.01%	1401
2025 Q3	$1.41K	Hold	319	–	–	﹤0.01%	1387
2025 Q2	$1.14K	Buy	+319	New	+$920	﹤0.01%	1308

Other funds holding DHC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Physician Wealth Advisors's DHC Position: Q3 2026 in Review

Physician Wealth Advisors held its Diversified Healthcare Trust (DHC) position steady in Q3 2026 at 434 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Physician Wealth Advisors first reported a position in DHC in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.04K in Q2 2026. 130 funds tracked by Wall St. Rank hold DHC as of Q3 2026.

Physician Wealth Advisors held 434 shares of Diversified Healthcare Trust worth $3.41K as of Q3 2026.
Physician Wealth Advisors left its Diversified Healthcare Trust share count unchanged in Q3 2026.
Diversified Healthcare Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1290 holding.
Physician Wealth Advisors first reported a position in Diversified Healthcare Trust in Q2 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Diversified Healthcare Trust position peaked at $4.04K in Q2 2026.
130 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.