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; 240 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 | 240 | $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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 71,892 | $244.0K | 0.01% | −3,090−4.1% | Reduced |
| H&H Retirement Design & Management INC | 68,656 | $243.0K | 0.15% | +180+0.3% | Added |
| HSBC Holdings PLC | 68,475 | $234.0K | 0.00% | −114,444−62.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 68,200 | $231.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 67,102 | $227.0K | 0.02% | +67,102 | New |
| Metropolitan Life Insurance Co | 65,243 | $221.2K | 0.00% | −12,614−16.2% | Reduced |
| Arizona State Retirement System | 64,902 | $220.0K | 0.00% | +134+0.2% | Added |
| Goodwin Daniel L | 64,164 | $218.0K | 0.10% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 60,386 | $205.0K | 0.00% | +801+1.3% | Added |
| Fulcrum Capital LLC | 55,000 | $186.0K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 49,796 | $170.0K | 0.00% | −14,734−22.8% | Reduced |
| RBF Capital, LLC | 50,000 | $170.0K | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 48,967 | $166.0K | 0.00% | +396+0.8% | Added |
| Public Employees Retirement Association of Colorado | 47,183 | $160.0K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 45,809 | $155.0K | 0.10% | +1,123+2.5% | Added |
| First Trust Advisors LP | 44,793 | $152.0K | 0.00% | +13,965+45.3% | Added |
| Crossmark Global Holdings, Inc. | 44,390 | $150.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 44,313 | $150.0K | 0.01% | +44,313 | New |
| Rafferty Asset Management, LLC | 42,529 | $144.0K | 0.00% | +23,462+123.1% | Added |
| Tower Research Capital LLC (TRC) | 42,077 | $143.0K | 0.00% | +34,197+434.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 41,633 | $141.0K | 0.00% | +4,115+11.0% | Added |
| Susquehanna International Group, LLP | 40,302 | $137.0K | 0.00% | −40,254−50.0% | Reduced |
| Teacher Retirement System of Texas | 38,448 | $130.0K | 0.00% | +7,144+22.8% | Added |
| ProShare Advisors LLC | 36,569 | $124.0K | 0.00% | −31,485−46.3% | Reduced |
| Victory Capital Management Inc | 35,755 | $121.0K | 0.00% | −1,790−4.8% | Reduced |
| Everence Capital Management Inc | 33,760 | $114.0K | 0.01% | −32,200−48.8% | Reduced |
| Raymond James & Associates | 33,299 | $113.0K | 0.00% | −6,141−15.6% | Reduced |
| Mutual of America Capital Management LLC | 31,788 | $108.0K | 0.00% | −2,086−6.2% | Reduced |
| Squarepoint Ops LLC | 30,641 | $104.0K | 0.00% | −9,156−23.0% | Reduced |
| Guggenheim Capital LLC | 29,836 | $101.0K | 0.00% | −52,311−63.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,901 | $98.0K | 0.00% | −2,996−9.4% | Reduced |
| Macquarie Group Ltd | 28,660 | $97.0K | 0.00% | −116,798−80.3% | Reduced |
| CIBC Asset Management Inc | 27,914 | $95.0K | 0.00% | +305+1.1% | Added |
| Westwood Holdings Group Inc. | 27,090 | $92.0K | 0.00% | 00.0% | Unchanged |
| Eii Capital Management, Inc. | 26,654 | $90.0K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 25,510 | $86.0K | 0.00% | −6,948−21.4% | Reduced |
| Vantage Consulting Group Inc | 25,083 | $85.0K | 0.02% | +2,346+10.3% | Added |
| World Asset Management Inc | 24,893 | $84.0K | 0.01% | +2,436+10.8% | Added |
| Nissay Asset Management Corp | 23,877 | $81.0K | 0.00% | 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 |
| Focus Financial Network, Inc. | 22,708 | $77.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 21,605 | $73.0K | 0.01% | +21,605 | New |
| 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 |
| Cubist Systematic Strategies, LLC | 19,509 | $66.0K | 0.00% | −10,496−35.0% | Reduced |
| Ameritas Investment Partners, Inc. | 18,611 | $63.0K | 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 |
| Cetera Advisors LLC | 17,404 | $59.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 17,200 | $58.0K | 0.00% | −9,400−35.3% | Reduced |
| Creative Planning | 16,953 | $57.0K | 0.00% | +2,645+18.5% | Added |
| 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 |
| Shelton Capital Management | 15,727 | $53.0K | 0.00% | 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 |
| Cim Investment Mangement Inc | 14,765 | $50.0K | 0.02% | 00.0% | Unchanged |
| Veriti Management LLC | 14,561 | $49.0K | 0.01% | +2,631+22.1% | Added |
| SEI Investments Co | 52,808 | $48.0K | 0.00% | +3,020+6.1% | Added |
| KBC Group NV | 13,753 | $47.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 13,990 | $47.0K | 0.00% | +13,990 | New |
| Capital Investment Advisors, LLC | 13,495 | $46.0K | 0.00% | −1,945−12.6% | Reduced |
| Boston Private Wealth LLC | 13,187 | $44.0K | 0.00% | −4,139−23.9% | Reduced |
| XTX Topco Ltd | 12,528 | $42.0K | 0.01% | +12,528 | New |
| Two Sigma Securities, LLC | 11,553 | $39.0K | 0.01% | +11,553 | New |
| 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 |
| D.A. Davidson & Co. | 10,725 | $36.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Newbridge Financial Services Group, Inc. | 4,547 | $15.0K | 0.01% | +1,796+65.3% | Added |
| Harbor Investment Advisory, LLC | 4,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,891 | $13.2K | 0.00% | −109−2.7% | Reduced |
| Parallel Advisors, LLC | 2,234 | $8.00K | 0.00% | +128+6.1% | Added |
| Lindbrook Capital, LLC | 1,685 | $6.00K | 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 |
| American Portfolios Advisors | 1,333 | $4.52K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |