Wealth Enhancement Advisory Services
DHC icon

Wealth Enhancement Advisory Services’s Diversified Healthcare Trust DHC Stock Holding History

Wealth Enhancement Advisory Services’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 		$100K Buy
13,305
+3,239
+32% +$27.3K ﹤0.01% 3943
2026
Q2 		$88.2K Buy
+10,066
New +$82.5K ﹤0.01% 3826

Other funds holding DHC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealth Enhancement Advisory Services's DHC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Diversified Healthcare Trust (DHC) stake by 32% in Q3 2026, buying an estimated $27.3K and bringing the position to 13,305 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #3943.

Wealth Enhancement Advisory Services first reported a position in DHC in Q2 2026 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold DHC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 13,305 shares of Diversified Healthcare Trust worth $100K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,239 Diversified Healthcare Trust shares in Q3 2026, an estimated $27.3K.
  • Diversified Healthcare Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3943 holding.
  • Wealth Enhancement Advisory Services first reported a position in Diversified Healthcare Trust in Q2 2026 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.