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, Q4 2021
Institutional positions in Diversified Healthcare Trust as of Dec 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
- 236
- +14 vs. Q3 2021
- Shares held
- 196.2M
- +8.94M (+4.8%) vs. Q3 2021
- Total value
- $603.7M
- −$29.9M (−4.7%) vs. Q3 2021
- New holders
- 34
- 65 more added
- Sold out
- 20
- 82 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 118 | $0 | 0.00% | −870−88.1% | Reduced |
| Rockefeller Capital Management L.P. | 20 | $0 | 0.00% | −608−96.8% | Reduced |
| Brown Brothers Harriman & Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 200 | $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 |
| Gradient Investments LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 230 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 58 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 69 | $0 | 0.00% | +2+3.0% | Added |
| 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 |
| Umb Bank N A | 30 | $0 | 0.00% | +30 | New |
| Toronto Dominion Bank | 27 | $0 | 0.00% | +27 | New |
| Manchester Capital Management LLC | 158 | $0 | 0.00% | +158 | New |
| Covestor Ltd | 2 | $0 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 74 | $229 | 0.00% | −3,817−98.1% | Reduced |
| Koshinski Asset Management, Inc. | 100 | $309 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 232 | $1.00K | 0.00% | −773−76.9% | Reduced |
| Signaturefd, LLC | 237 | $1.00K | 0.00% | −143−37.6% | Reduced |
| IFP Advisors, Inc | 385 | $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 |
| PrairieView Partners, LLC | 400 | $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 |
| Bell Investment Advisors, Inc | 351 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 264 | $1.00K | 0.00% | +264 | New |
| Lindbrook Capital, LLC | 530 | $2.00K | 0.00% | −1,155−68.5% | Reduced |
| Syverson Strege & Co | 732 | $2.00K | 0.00% | +1+0.1% | Added |
| Fifth Third Bancorp | 564 | $2.00K | 0.00% | +564 | New |
| Sageworth Trust Co of South Dakota | 768 | $2.00K | 0.00% | +768 | New |
| BDO Wealth Advisors, LLC | 1,050 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,010 | $3.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,224 | $4.00K | 0.00% | −1,010−45.2% | Reduced |
| AlphaMark Advisors, LLC | 1,400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,250 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,333 | $4.12K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,636 | $5.00K | 0.00% | −3,942−70.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,661 | $5.00K | 0.00% | +1,537+1,239.5% | Added |
| TCI Wealth Advisors, Inc. | 1,498 | $5.00K | 0.00% | +1,498 | New |
| Meeder Asset Management Inc | 1,975 | $6.00K | 0.00% | +1,210+158.2% | Added |
| Newbridge Financial Services Group, Inc. | 2,647 | $8.00K | 0.00% | −1,900−41.8% | Reduced |
| CoreCap Advisors, LLC | 3,470 | $11.0K | 0.00% | +3,470 | New |
| Harbor Investment Advisory, LLC | 4,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 4,000 | $12.0K | 0.00% | +4,000 | New |
| Quadrant Capital Group LLC | 4,185 | $13.0K | 0.00% | +2,953+239.7% | Added |
| Tyler-Stone Wealth Management | 4,339 | $13.0K | 0.01% | +4,339 | New |
| State of Wyoming | 4,551 | $14.0K | 0.01% | +4,551 | New |
| Commons Capital, LLC | 5,001 | $15.0K | 0.01% | +5,001 | New |
| Tower Research Capital LLC (TRC) | 5,583 | $17.0K | 0.00% | −36,494−86.7% | Reduced |
| Ellevest, Inc. | 6,491 | $20.0K | 0.00% | +896+16.0% | Added |
| Eaton Vance Management | 7,184 | $22.0K | 0.00% | −1,401−16.3% | Reduced |
| The PNC Financial Services Group, Inc. | 9,929 | $31.0K | 0.00% | −5,397−35.2% | Reduced |
| Capital Investment Advisors, LLC | 10,075 | $31.0K | 0.00% | −3,420−25.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,218 | $32.0K | 0.00% | −18,683−64.6% | Reduced |
| Wolverine Trading, LLC | 10,894 | $32.0K | 0.00% | +10,894 | New |
| Goodwin Daniel L | 10,664 | $33.0K | 0.01% | −53,500−83.4% | Reduced |
| Xponance, Inc. | 11,214 | $35.0K | 0.00% | +81+0.7% | Added |
| Diligent Investors, LLC | 12,449 | $38.0K | 0.01% | −368−2.9% | Reduced |
| Ergoteles LLC | 12,391 | $38.0K | 0.00% | −3,564−22.3% | Reduced |
| Mackenzie Financial Corp | 12,984 | $40.0K | 0.00% | −1,006−7.2% | Reduced |
| Cetera Advisors LLC | 13,131 | $41.0K | 0.00% | −4,273−24.6% | Reduced |
| Jane Street Group, LLC | 14,259 | $44.0K | 0.00% | −70,020−83.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 13,500 | $44.0K | 0.01% | −575−4.1% | Reduced |
| LPL Financial LLC | 14,872 | $46.0K | 0.00% | −1,066−6.7% | Reduced |
| Cim Investment Mangement Inc | 14,765 | $46.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 14,650 | $46.0K | 0.00% | +14,650 | New |
| SEI Investments Co | 56,733 | $47.0K | 0.00% | +3,925+7.4% | Added |
| Shelton Capital Management | 15,727 | $49.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 16,068 | $49.0K | 0.00% | +16,068 | New |
| MQS Management LLC | 15,835 | $49.0K | 0.08% | +15,835 | New |
| Creative Planning | 17,953 | $55.0K | 0.00% | +1,000+5.9% | Added |
| Pathstone Family Office, LLC | 18,284 | $56.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,274 | $56.0K | 0.00% | −35−0.2% | Reduced |
| Van Eck Associates Corp | 18,471 | $57.0K | 0.00% | +7,405+66.9% | Added |
| Ameritas Investment Partners, Inc. | 18,611 | $58.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 19,000 | $58.0K | 0.03% | +19,000 | New |
| Gould Capital, LLC | 22,083 | $68.0K | 0.05% | +22,083 | New |
| Focus Financial Network, Inc. | 22,508 | $69.5K | 0.01% | −200−0.9% | Reduced |
| Squarepoint Ops LLC | 22,850 | $71.0K | 0.00% | −7,791−25.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $73.0K | 0.00% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 23,877 | $74.0K | 0.00% | 00.0% | Unchanged |
| Humankind Investments LLC | 25,567 | $79.0K | 0.03% | +5,214+25.6% | Added |
| O'Shaughnessy Asset Management, LLC | 25,869 | $80.0K | 0.00% | −50,820−66.3% | Reduced |
| Profund Advisors LLC | 26,642 | $82.0K | 0.00% | +1,132+4.4% | Added |
| Jump Financial, LLC | 26,438 | $82.0K | 0.01% | +26,438 | New |
| Macquarie Group Ltd | 27,053 | $84.0K | 0.00% | −1,607−5.6% | Reduced |
| Balyasny Asset Management LLC | 27,353 | $85.0K | 0.00% | +27,353 | New |
| Susquehanna International Group, LLP | 27,682 | $86.0K | 0.00% | −12,620−31.3% | Reduced |
| Coldstream Capital Management Inc | 27,832 | $86.0K | 0.00% | +27,832 | New |
| Raymond James & Associates | 28,004 | $87.0K | 0.00% | −5,295−15.9% | Reduced |
| Caxton Associates LP | 29,997 | $93.0K | 0.01% | +29,997 | New |
| Vantage Consulting Group Inc | 30,568 | $94.0K | 0.03% | +5,485+21.9% | Added |