Physician Wealth Advisors, Inc.
Position in DHC — Diversified Healthcare Trust
CIK 1795173
MIDVALE, UT
Position in DHC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,036
+$1,918 QoQ
Shares Held
434
+36.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 237 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DHC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $290,597 across 13 REIT - Healthcare Facilities names. DHC ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
865 | $196,329 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
939 | $48,968 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
1,042 | $20,329 | |
| 4 | VTR |
Ventas, Inc.
|
65 | $5,772 | |
| 5 | DHC |
Diversified Healthcare Trust
This page
|
434 | $4,036 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
85 | $3,429 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
170 | $3,428 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
113 | $2,418 |
All Filings in DHC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,036 | 434 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,118 | 319 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,547 | 319 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,406 | 319 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,142 | 319 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||