PWA
DHC

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
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

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

Physician Wealth Advisors's DHC Position: Q2 2026 in Review

Physician Wealth Advisors increased its Diversified Healthcare Trust (DHC) stake by 36% in Q2 2026, buying an estimated $942 and bringing the position to 434 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Physician Wealth Advisors first reported a position in DHC in Q2 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold DHC as of Q2 2026.

  • Physician Wealth Advisors held 434 shares of Diversified Healthcare Trust worth $4.04K as of Q2 2026.
  • Physician Wealth Advisors bought 115 Diversified Healthcare Trust shares in Q2 2026, an estimated $942.
  • Diversified Healthcare Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1193 holding.
  • Physician Wealth Advisors first reported a position in Diversified Healthcare Trust in Q2 2025 and has held it in 5 quarters since.
  • 240 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.