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, Q3 2021
Institutional positions in Diversified Healthcare Trust as of Sep 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
- 224
- +3 vs. Q2 2021
- Shares held
- 187.3M
- −835.3K (−0.4%) vs. Q2 2021
- Total value
- $633.7M
- −$153.8M (−19.5%) vs. Q2 2021
- New holders
- 23
- 64 more added
- Sold out
- 20
- 76 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 8,585 | $0 | 0.00% | +1,820+26.9% | Added |
| Versant Capital Management, Inc | 124 | $0 | 0.00% | −1,420−92.0% | Reduced |
| Acadian Asset Management LLC | 200 | $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% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $0 | 0.00% | −33−48.5% | Reduced |
| Gradient Investments LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 230 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 58 | $0 | 0.00% | 00.0% | Unchanged |
| 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% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $0 | 0.00% | +31 | New |
| Gerber Kawasaki Wealth & Investment Management | 60 | $0 | 0.00% | +60 | New |
| Koshinski Asset Management, Inc. | 100 | $339 | 0.00% | +100 | New |
| Signaturefd, LLC | 380 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 385 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 294 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 245 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 350 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 400 | $1.00K | 0.00% | +400 | New |
| Global Retirement Partners, LLC | 180 | $1.00K | 0.00% | +180 | New |
| Bell Investment Advisors, Inc | 351 | $1.00K | 0.00% | +351 | New |
| Syverson Strege & Co | 731 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 628 | $2.00K | 0.00% | +628 | New |
| Herold Advisors, Inc. | 750 | $2.00K | 0.00% | +750 | New |
| FMR LLC | 988 | $3.00K | 0.00% | +99+11.1% | Added |
| Sageworth Trust Co | 1,005 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,010 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,354 | $3.00K | 0.00% | +599+79.3% | Added |
| Meeder Asset Management Inc | 765 | $3.00K | 0.00% | +227+42.2% | Added |
| PSI Advisors, LLC | 1,000 | $3.00K | 0.00% | +1,000 | New |
| Quadrant Capital Group LLC | 1,232 | $4.00K | 0.00% | −143−10.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,250 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,050 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,333 | $4.52K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,400 | $5.00K | 0.00% | −2,200−61.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,685 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,234 | $8.00K | 0.00% | +128+6.1% | Added |
| Sutton Wealth Advisors Inc. | 3,891 | $13.2K | 0.00% | −109−2.7% | Reduced |
| Harbor Investment Advisory, LLC | 4,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,547 | $15.0K | 0.01% | +1,796+65.3% | Added |
| US Bancorp | 5,578 | $19.0K | 0.00% | +1,136+25.6% | Added |
| Ellevest, Inc. | 5,595 | $19.0K | 0.00% | +5,475+4,562.5% | Added |
| D.A. Davidson & Co. | 10,725 | $36.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 11,133 | $38.0K | 0.00% | −1,625−12.7% | Reduced |
| Van Eck Associates Corp | 11,066 | $38.0K | 0.00% | +1,494+15.6% | Added |
| Two Sigma Securities, LLC | 11,553 | $39.0K | 0.01% | +11,553 | New |
| XTX Topco Ltd | 12,528 | $42.0K | 0.01% | +12,528 | New |
| Boston Private Wealth LLC | 13,187 | $44.0K | 0.00% | −4,139−23.9% | Reduced |
| Capital Investment Advisors, LLC | 13,495 | $46.0K | 0.00% | −1,945−12.6% | Reduced |
| KBC Group NV | 13,753 | $47.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 13,990 | $47.0K | 0.00% | +13,990 | New |
| SEI Investments Co | 52,808 | $48.0K | 0.00% | +3,020+6.1% | Added |
| Veriti Management LLC | 14,561 | $49.0K | 0.01% | +2,631+22.1% | Added |
| Cim Investment Mangement Inc | 14,765 | $50.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,326 | $52.0K | 0.00% | +1,850+13.7% | Added |
| Onyx Bridge Wealth Group LLC | 14,075 | $52.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 15,727 | $53.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 15,955 | $54.0K | 0.00% | −10,845−40.5% | Reduced |
| LPL Financial LLC | 15,938 | $54.0K | 0.00% | +1,405+9.7% | Added |
| Diligent Investors, LLC | 12,817 | $54.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 16,953 | $57.0K | 0.00% | +2,645+18.5% | Added |
| Schonfeld Strategic Advisors LLC | 17,200 | $58.0K | 0.00% | −9,400−35.3% | Reduced |
| Cetera Advisors LLC | 17,404 | $59.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,309 | $62.0K | 0.00% | −1,222−6.3% | Reduced |
| Pathstone Family Office, LLC | 18,284 | $62.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 14,629 | $62.0K | 0.00% | −2,217−13.2% | Reduced |
| Ameritas Investment Partners, Inc. | 18,611 | $63.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 19,509 | $66.0K | 0.00% | −10,496−35.0% | Reduced |
| Humankind Investments LLC | 20,353 | $69.0K | 0.03% | +6,246+44.3% | Added |
| Algert Global LLC | 20,311 | $69.0K | 0.01% | +20,311 | New |
| Verdence Capital Advisors LLC | 20,347 | $69.0K | 0.01% | +20,347 | New |
| Virtu Financial LLC | 21,605 | $73.0K | 0.01% | +21,605 | New |
| Focus Financial Network, Inc. | 22,708 | $77.0K | 0.01% | 00.0% | Unchanged |
| Intersect Capital LLC | 23,690 | $80.0K | 0.01% | +4,914+26.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $80.0K | 0.00% | +7,129+42.5% | Added |
| Nissay Asset Management Corp | 23,877 | $81.0K | 0.00% | 00.0% | Unchanged |
| World Asset Management Inc | 24,893 | $84.0K | 0.01% | +2,436+10.8% | Added |
| Vantage Consulting Group Inc | 25,083 | $85.0K | 0.02% | +2,346+10.3% | Added |
| Profund Advisors LLC | 25,510 | $86.0K | 0.00% | −6,948−21.4% | Reduced |
| Eii Capital Management, Inc. | 26,654 | $90.0K | 0.04% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 27,090 | $92.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 27,914 | $95.0K | 0.00% | +305+1.1% | Added |
| Macquarie Group Ltd | 28,660 | $97.0K | 0.00% | −116,798−80.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,901 | $98.0K | 0.00% | −2,996−9.4% | Reduced |
| Guggenheim Capital LLC | 29,836 | $101.0K | 0.00% | −52,311−63.7% | Reduced |
| Squarepoint Ops LLC | 30,641 | $104.0K | 0.00% | −9,156−23.0% | Reduced |
| Mutual of America Capital Management LLC | 31,788 | $108.0K | 0.00% | −2,086−6.2% | Reduced |
| Raymond James & Associates | 33,299 | $113.0K | 0.00% | −6,141−15.6% | Reduced |
| Everence Capital Management Inc | 33,760 | $114.0K | 0.01% | −32,200−48.8% | Reduced |
| Victory Capital Management Inc | 35,755 | $121.0K | 0.00% | −1,790−4.8% | Reduced |
| ProShare Advisors LLC | 36,569 | $124.0K | 0.00% | −31,485−46.3% | Reduced |