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, 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 | 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, 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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Koshinski Asset Management, Inc. | 100 | $309 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 74 | $229 | 0.00% | −3,817−98.1% | Reduced |
| 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 |
| Garner Asset Management Corp | 326,438 | – | – | +9,962+3.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −137,305−100.0% | Sold out |
| Fulcrum Capital LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −27,090−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −26,654−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −23,690−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,605−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −20,347−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,629−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −14,561−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −13,187−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,528−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,553−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −10,725−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| World Asset Management Inc | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |