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.
13F holders, Q2 2021
Institutional positions in Diversified Healthcare Trust as of Jun 30, 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
- 223
- −2 vs. Q1 2021
- Shares held
- 188.3M
- −1.38M (−0.7%) vs. Q1 2021
- Total value
- $788.4M
- −$116.4M (−12.9%) vs. Q1 2021
- New holders
- 24
- 61 more added
- Sold out
- 26
- 92 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 239 | $1.91B |
| Q1 2026 | 232 | $1.32B |
| Q4 2025 | 219 | $921.1M |
| Q3 2025 | 204 | $807.6M |
| Q2 2025 | 197 | $648.5M |
| Q1 2025 | 204 | $444.6M |
| Q4 2024 | 205 | $416.2M |
| Q3 2024 | 194 | $752.2M |
| Q2 2024 | 191 | $541.7M |
| Q1 2024 | 186 | $443.8M |
| Q4 2023 | 179 | $680.8M |
| Q3 2023 | 177 | $344.3M |
| Q2 2023 | 160 | $395.3M |
| Q1 2023 | 172 | $244.4M |
| Q4 2022 | 182 | $115.6M |
| Q3 2022 | 220 | $191.6M |
| Q2 2022 | 243 | $359.6M |
| Q1 2022 | 239 | $628.5M |
| Q4 2021 | 236 | $603.7M |
| Q3 2021 | 224 | $633.7M |
| Q2 2021 | 223 | $788.4M |
| Q1 2021 | 226 | $905.6M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 68 | $0 | 0.00% | −549−89.0% | Reduced |
| Hudock, Inc. | 230 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22 | $0 | 0.00% | −39−63.9% | Reduced |
| Assetmark, Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 58 | $0 | 0.00% | +1+1.8% | Added |
| Zions Bancorporation, N.A. | 67 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 80 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $0 | 0.00% | +13 | New |
| Geneos Wealth Management Inc. | 350 | $1.00K | 0.00% | −2,285−86.7% | Reduced |
| Truvestments Capital LLC | 300 | $1.00K | 0.00% | −300−50.0% | Reduced |
| Acadian Asset Management LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 266 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 245 | $1.00K | 0.00% | +46+23.1% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 207 | $1.00K | 0.00% | +147+245.0% | Added |
| Atlantic Trust, LLC | 294 | $1.00K | 0.00% | +294 | New |
| IFP Advisors, Inc | 385 | $2.00K | 0.00% | −733−65.6% | Reduced |
| Signaturefd, LLC | 380 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 538 | $2.00K | 0.00% | +510+1,821.4% | Added |
| Syverson Strege & Co | 731 | $3.00K | 0.00% | +1+0.1% | Added |
| TCI Wealth Advisors, Inc. | 810 | $3.00K | 0.00% | +447+123.1% | Added |
| FMR LLC | 889 | $4.00K | 0.00% | −21,113−96.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,010 | $4.00K | 0.00% | −1,725−63.1% | Reduced |
| BDO Wealth Advisors, LLC | 1,050 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,005 | $4.00K | 0.00% | +1,005 | New |
| Wealth Quarterback LLC | 755 | $4.00K | 0.00% | +755 | New |
| Cullen/Frost Bankers, Inc. | 1,250 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,333 | $5.57K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,375 | $6.00K | 0.00% | +286+26.3% | Added |
| Versant Capital Management, Inc | 1,544 | $6.00K | 0.00% | +537+53.3% | Added |
| Group One Trading, L.P. | 1,631 | $7.00K | 0.00% | −41,900−96.3% | Reduced |
| Lindbrook Capital, LLC | 1,685 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,106 | $9.00K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,669 | $11.0K | 0.00% | −3,785−58.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,751 | $11.0K | 0.01% | +152+5.8% | Added |
| Panagora Asset Management Inc | 3,132 | $13.0K | 0.00% | −12,257−79.6% | Reduced |
| AlphaMark Advisors, LLC | 3,600 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4,000 | $16.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,048 | $17.0K | 0.00% | +4,048 | New |
| US Bancorp | 4,442 | $19.0K | 0.00% | −751−14.5% | Reduced |
| Eaton Vance Management | 6,765 | $28.0K | 0.00% | +4,128+156.5% | Added |
| Tower Research Capital LLC (TRC) | 7,880 | $33.0K | 0.00% | −17,098−68.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 7,000 | $33.0K | 0.00% | −7,000−50.0% | Reduced |
| Van Eck Associates Corp | 9,572 | $40.0K | 0.00% | −292−3.0% | Reduced |
| WealthShield Partners, LLC | 9,678 | $40.0K | 0.01% | +9,378+3,126.0% | Added |
| D.A. Davidson & Co. | 10,725 | $45.0K | 0.00% | −500−4.5% | Reduced |
| M&T Bank Corp | 11,453 | $47.0K | 0.00% | +11,453 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,365 | $48.0K | 0.00% | +11,365 | New |
| Veriti Management LLC | 11,930 | $50.0K | 0.01% | −5,384−31.1% | Reduced |
| Cetera Advisor Networks LLC | 12,445 | $52.0K | 0.00% | +12,445 | New |
| Xponance, Inc. | 12,758 | $53.0K | 0.00% | +12,758 | New |
| Diligent Investors, LLC | 12,817 | $54.0K | 0.02% | −1,323−9.4% | Reduced |
| The PNC Financial Services Group, Inc. | 13,476 | $57.0K | 0.00% | −6,675−33.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 14,075 | $57.0K | 0.02% | −400−2.8% | Reduced |
| KBC Group NV | 13,753 | $57.0K | 0.00% | 00.0% | Unchanged |
| Humankind Investments LLC | 14,107 | $59.0K | 0.03% | +14,107 | New |
| Creative Planning | 14,308 | $60.0K | 0.00% | −3,927−21.5% | Reduced |
| LPL Financial LLC | 14,533 | $61.0K | 0.00% | −1,684−10.4% | Reduced |
| Cim Investment Mangement Inc | 14,765 | $62.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,440 | $65.0K | 0.00% | +40.0% | Added |
| Shelton Capital Management | 15,727 | $66.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 16,846 | $70.0K | 0.00% | −742−4.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,755 | $70.0K | 0.00% | −237−1.4% | Reduced |
| SEI Investments Co | 49,788 | $70.0K | 0.00% | +5,220+11.7% | Added |
| First Eagle Investment Management, LLC | 17,035 | $71.0K | 0.00% | +17,035 | New |
| Boston Private Wealth LLC | 17,326 | $72.0K | 0.00% | +7,237+71.7% | Added |
| Cetera Advisors LLC | 17,404 | $73.0K | 0.00% | +500+3.0% | Added |
| Harvest Fund Management Co., Ltd | 17,373 | $73.0K | 0.01% | +17,373 | New |
| Pathstone Family Office, LLC | 18,284 | $76.0K | 0.00% | −105−0.6% | Reduced |
| Intersect Capital LLC | 18,776 | $78.0K | 0.01% | −12,470−39.9% | Reduced |
| Ameritas Investment Partners, Inc. | 18,611 | $78.0K | 0.00% | −2,422−11.5% | Reduced |
| Rafferty Asset Management, LLC | 19,067 | $80.0K | 0.00% | +6,528+52.1% | Added |
| Cetera Investment Advisers | 19,531 | $82.0K | 0.00% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 20,395 | $85.0K | 0.02% | +20,395 | New |
| World Asset Management Inc | 22,457 | $94.0K | 0.01% | −923−3.9% | Reduced |
| Focus Financial Network, Inc. | 22,708 | $94.9K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 22,737 | $95.0K | 0.02% | +6,692+41.7% | Added |
| Nissay Asset Management Corp | 23,877 | $100.0K | 0.00% | 00.0% | Unchanged |
| Eii Capital Management, Inc. | 26,654 | $111.0K | 0.05% | −18,523−41.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,600 | $112.0K | 0.00% | +16,300+158.3% | Added |
| Ergoteles LLC | 26,800 | $112.0K | 0.00% | +26,800 | New |
| Westwood Holdings Group Inc. | 27,090 | $113.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 27,609 | $115.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 30,005 | $125.0K | 0.00% | −2,410−7.4% | Reduced |
| First Trust Advisors LP | 30,828 | $129.0K | 0.00% | −561,164−94.8% | Reduced |
| Teacher Retirement System of Texas | 31,304 | $131.0K | 0.00% | +4,667+17.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,897 | $133.0K | 0.00% | −97−0.3% | Reduced |
| Profund Advisors LLC | 32,458 | $136.0K | 0.00% | +1,771+5.8% | Added |
| Mutual of America Capital Management LLC | 33,874 | $142.0K | 0.00% | +2,054+6.5% | Added |
| Jane Street Group, LLC | 35,568 | $149.0K | 0.00% | −3,243−8.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 35,798 | $150.0K | 0.00% | −44,324−55.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 37,518 | $156.0K | 0.00% | +6,948+22.7% | Added |