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Diversified Healthcare Trust

DHC
Exchange
Nasdaq
Industry
Real Estate Investment Trusts
SEC CIK
0001075415

No open-market purchases or sales by Diversified Healthcare Trust insiders were filed in the last 90 days; 239 institutions reported holding it in 13F filings for Q2 2026, worth $1.91B in total; no superinvestor holds it.

Other share classesDHCNIDHCNL

13F holders, Q1 2021

Institutional positions in Diversified Healthcare Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
226
No complete 13F data for Q4 2020
Shares held
189.8M
No complete 13F data for Q4 2020
Total value
$905.6M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting DHC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 226 institutions
Q1 2021: 226 institutionsQ2 2021: 223 institutionsQ3 2021: 224 institutionsQ4 2021: 236 institutionsQ1 2022: 239 institutionsQ2 2022: 243 institutionsQ3 2022: 220 institutionsQ4 2022: 182 institutionsQ1 2023: 172 institutionsQ2 2023: 160 institutionsQ3 2023: 177 institutionsQ4 2023: 179 institutionsQ1 2024: 186 institutionsQ2 2024: 191 institutionsQ3 2024: 194 institutionsQ4 2024: 205 institutionsQ1 2025: 204 institutionsQ2 2025: 197 institutionsQ3 2025: 204 institutionsQ4 2025: 219 institutionsQ1 2026: 232 institutionsQ2 2026: 239 institutions
Value heldQ1 2021: $905.6M
Q1 2021: $905.6MQ2 2021: $788.4MQ3 2021: $633.7MQ4 2021: $603.7MQ1 2022: $628.5MQ2 2022: $359.6MQ3 2022: $191.6MQ4 2022: $115.6MQ1 2023: $244.4MQ2 2023: $395.3MQ3 2023: $344.3MQ4 2023: $680.8MQ1 2024: $443.8MQ2 2024: $541.7MQ3 2024: $752.2MQ4 2024: $416.2MQ1 2025: $444.6MQ2 2025: $648.5MQ3 2025: $807.6MQ4 2025: $921.1MQ1 2026: $1.32BQ2 2026: $1.91B
Institutions holding DHC and their total value by quarter
QuarterHoldersValue
Q2 2026239$1.91B
Q1 2026232$1.32B
Q4 2025219$921.1M
Q3 2025204$807.6M
Q2 2025197$648.5M
Q1 2025204$444.6M
Q4 2024205$416.2M
Q3 2024194$752.2M
Q2 2024191$541.7M
Q1 2024186$443.8M
Q4 2023179$680.8M
Q3 2023177$344.3M
Q2 2023160$395.3M
Q1 2023172$244.4M
Q4 2022182$115.6M
Q3 2022220$191.6M
Q2 2022243$359.6M
Q1 2022239$628.5M
Q4 2021236$603.7M
Q3 2021224$633.7M
Q2 2021223$788.4M
Q1 2021226$905.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding DHC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Brown Brothers Harriman & Co8$00.00%––
Valley National Advisers Inc100$00.00%––
Meeder Asset Management Inc28$00.00%––
Northwestern Mutual Wealth Management Co61$00.00%––
Assetmark, Inc8$00.00%––
Gradient Investments LLC50$00.00%––
Winch Advisory Services, LLC57$00.00%––
Sowell Financial Services LLC22$00.00%––
Zions Bancorporation, N.A.67$00.00%––
Larson Financial Group LLC10$00.00%––
Arkadios Wealth Advisors12$00.00%––
Key Financial Inc80$00.00%––
Paradigm, Strategies in Wealth Management, LLC60$00.00%––
Sound Income Strategies, LLC199$9510.00%––
Acadian Asset Management LLC200$1.00K0.00%––
Enterprise Financial Services Corp266$1.00K0.00%––
Hudock, Inc.230$1.00K0.00%––
Ellevest, Inc.120$1.00K0.00%––
Patriot Financial Group Insurance Agency, LLC200$1.00K0.00%––
Fieldpoint Private Securities, LLC265$1.00K0.00%––
WealthShield Partners, LLC300$1.00K0.00%––
Signaturefd, LLC380$2.00K0.00%––
TCI Wealth Advisors, Inc.363$2.00K0.00%––
PrairieView Partners, LLC400$2.00K0.00%––
Truvestments Capital LLC600$2.00K0.00%––
Heritage Wealth Management, LLC450$2.00K0.00%––
Parkside Financial Bank & Trust617$3.00K0.00%––
Syverson Strege & Co730$3.00K0.00%––
IAG Wealth Partners, LLC534$3.00K0.00%––
Quadrant Capital Group LLC1,089$5.00K0.00%––
BDO Wealth Advisors, LLC1,050$5.00K0.00%––
Versant Capital Management, Inc1,007$5.00K0.00%––
Cullen/Frost Bankers, Inc.1,250$6.00K0.00%––
IFP Advisors, Inc1,118$6.00K0.00%––
American Portfolios Advisors1,333$6.37K0.00%––
Benjamin F. Edwards & Company, Inc.1,500$7.00K0.00%––
Lindbrook Capital, LLC1,685$8.00K0.00%––
Parallel Advisors, LLC2,106$10.0K0.00%––
Geneos Wealth Management Inc.2,635$11.0K0.00%––
International Assets Investment Management, LLC3,000$12.0K0.00%––
Newbridge Financial Services Group, Inc.2,599$12.0K0.01%––
Eaton Vance Management2,637$13.0K0.00%––
Spire Wealth Management2,665$13.0K0.00%––
Steward Partners Investment Advisory, LLC2,735$13.1K0.00%––
AlphaMark Advisors, LLC3,600$17.0K0.01%––
Harbour Investments, Inc.3,875$19.0K0.00%––
Harbor Investment Advisory, LLC4,000$19.0K0.00%––
Sutton Wealth Advisors Inc.4,000$19.1K0.01%––
US Bancorp5,193$25.0K0.00%––
Point72 Hong Kong Ltd6,454$31.0K0.00%––
Wealthcare Advisory Partners LLC7,175$34.0K0.00%––
Van Eck Associates Corp9,864$47.0K0.00%––
Boston Private Wealth LLC10,089$48.0K0.00%––
Schonfeld Strategic Advisors LLC10,300$50.0K0.00%––
D.A. Davidson & Co.11,225$54.0K0.00%––
SEI Investments Co44,568$55.0K0.00%––
Stifel Financial Corp12,500$60.0K0.00%––
Rafferty Asset Management, LLC12,539$60.0K0.00%––
Eubel Brady & Suttman Asset Management Inc14,000$66.0K0.01%––
KBC Group NV13,753$66.0K0.00%––
Diligent Investors, LLC14,140$68.0K0.02%––
Onyx Bridge Wealth Group LLC14,475$69.0K0.03%––
Cim Investment Mangement Inc14,765$71.0K0.02%––
Stokes Family Office, LLC15,197$73.0K0.01%––
Panagora Asset Management Inc15,389$74.0K0.00%––
Capital Investment Advisors, LLC15,436$74.0K0.00%––
Shelton Capital Management15,727$75.0K0.00%––
Vantage Consulting Group Inc16,045$77.0K0.02%––
LPL Financial LLC16,217$78.0K0.00%––
Sumitomo Mitsui DS Asset Management Company, Ltd16,992$81.0K0.00%––
Cetera Advisors LLC16,904$81.0K0.00%––
Veriti Management LLC17,314$83.0K0.02%––
Simplex Trading, LLC17,588$84.0K0.00%––
Schroder Investment Management Group17,717$85.0K0.00%––
Virtu Financial LLC17,827$85.0K0.01%––
Creative Planning18,235$87.0K0.00%––
Pathstone Family Office, LLC18,389$88.0K0.00%––
Cetera Investment Advisers19,531$93.0K0.00%––
Quadrature Capital Ltd19,753$94.0K0.00%––
The PNC Financial Services Group, Inc.20,151$96.0K0.00%––
Ameritas Investment Partners, Inc.21,033$101.0K0.00%––
World Asset Management Inc23,380$103.0K0.01%––
FMR LLC22,002$105.0K0.00%––
Amalgamated Bank22,459$107.0K0.00%––
Focus Financial Network, Inc.22,708$108.5K0.01%––
HRT Financial LP23,105$110.0K0.00%––
Standard Life Aberdeen plc23,076$110.0K0.00%––
Nissay Asset Management Corp23,877$114.0K0.00%––
Tower Research Capital LLC (TRC)24,978$119.0K0.00%––
Teacher Retirement System of Texas26,637$127.0K0.00%––
Westwood Holdings Group Inc.27,090$129.0K0.00%––
CIBC Asset Management Inc27,609$132.0K0.00%––
Samalin Investment Counsel, LLC28,013$133.0K0.09%––
Ensign Peak Advisors, Inc30,000$143.0K0.00%––
Mirae Asset Global Investments Co., Ltd.30,570$146.0K0.00%––
Profund Advisors LLC30,687$147.0K0.01%––
Intersect Capital LLC31,246$149.0K0.03%––
Belpointe Asset Management LLC31,335$150.0K0.01%––
Mutual of America Capital Management LLC31,820$152.0K0.00%––
Cambridge Investment Research Advisors, Inc.31,994$153.0K0.00%––