Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in DHC — Diversified Healthcare Trust

CIK 1510434 Seattle, WA

Back to DHC Full portfolio

Position in DHC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$115,143

New position

Shares Held

12,381

first reported quarter

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#172

of 237 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 94% Shared 0% None 6%

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $3,836,068 across 5 REIT - Healthcare Facilities names. DHC ranks #5 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	9,095	$2,064,291
2	OHI	Omega Healthcare Investors Inc	23,438	$1,117,523
3	VTR	Ventas, Inc.	3,318	$294,638
4	DOC	Healthpeak Properties, Inc.	11,424	$244,473
5	DHC	Diversified Healthcare Trust This page	12,381	$115,143

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,143	12,381	—	Shares	Sole	2026-07-15
No filing history on record for this holder in this stock.

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in DHC

Position in REIT - Healthcare Facilities

All Filings in DHC