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, Q1 2022
Institutional positions in Diversified Healthcare Trust as of Mar 31, 2022. 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
- 239
- +4 vs. Q4 2021
- Shares held
- 197.0M
- +849.7K (+0.4%) vs. Q4 2021
- Total value
- $628.5M
- +$24.7M (+4.1%) vs. Q4 2021
- New holders
- 30
- 84 more added
- Sold out
- 26
- 60 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sageworth Trust Co of South Dakota | 141 | $0 | 0.00% | −627−81.6% | Reduced |
| Brown Brothers Harriman & Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 27 | $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% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 20 | $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 |
| Glassman Wealth Services | 50 | $0 | 0.00% | +50 | New |
| Sutton Wealth Advisors Inc. | 41 | $131 | 0.00% | −33−44.6% | Reduced |
| Signaturefd, LLC | 237 | $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 |
| Geneos Wealth Management Inc. | 350 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 264 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 227 | $1.00K | 0.00% | +69+43.7% | Added |
| Fifth Third Bancorp | 564 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 733 | $2.00K | 0.00% | +1+0.1% | Added |
| Proequities, Inc. | 500 | $2.00K | 0.00% | +500 | New |
| Money Concepts Capital Corp | 605 | $2.00K | 0.00% | +605 | New |
| Herold Advisors, Inc. | 750 | $2.40K | 0.00% | +750 | New |
| US Bancorp | 848 | $3.00K | 0.00% | −788−48.2% | Reduced |
| Parallel Advisors, LLC | 830 | $3.00K | 0.00% | −394−32.2% | Reduced |
| 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 |
| IFP Advisors, Inc | 1,079 | $3.00K | 0.00% | +694+180.3% | Added |
| CWM, LLC | 783 | $3.00K | 0.00% | +783 | New |
| Cullen/Frost Bankers, Inc. | 1,250 | $4.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,389 | $4.00K | 0.00% | +1,389 | New |
| American Portfolios Advisors | 1,333 | $4.27K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,498 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,647 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,489 | $8.00K | 0.00% | +828+49.8% | Added |
| Meeder Asset Management Inc | 2,769 | $9.00K | 0.00% | +794+40.2% | Added |
| Commons Capital, LLC | 3,001 | $10.0K | 0.01% | −2,000−40.0% | Reduced |
| Lindbrook Capital, LLC | 3,000 | $10.0K | 0.00% | +2,470+466.0% | Added |
| DeDora Capital, Inc. | 3,166 | $10.0K | 0.00% | +3,166 | New |
| Tower Research Capital LLC (TRC) | 4,005 | $13.0K | 0.00% | −1,578−28.3% | Reduced |
| National Bank of Canada | 4,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4,353 | $14.0K | 0.01% | +14+0.3% | Added |
| State of Wyoming | 5,484 | $18.0K | 0.01% | +933+20.5% | Added |
| Ellevest, Inc. | 6,491 | $21.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 13,756 | $27.0K | 0.00% | −42,977−75.8% | Reduced |
| Quadrant Capital Group LLC | 8,363 | $27.0K | 0.00% | +4,178+99.8% | Added |
| Verus Capital Partners, LLC | 13,844 | $30.0K | 0.00% | +13,844 | New |
| Onyx Bridge Wealth Group LLC | 13,500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,075 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 10,000 | $32.0K | 0.01% | +10,000 | New |
| Running Point Capital Advisors, LLC | 10,000 | $32.0K | 0.02% | +10,000 | New |
| Cambridge Investment Research Advisors, Inc. | 10,223 | $33.0K | 0.00% | +50.0% | Added |
| Goodwin Daniel L | 10,664 | $34.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,062 | $35.0K | 0.00% | +11,062 | New |
| Xponance, Inc. | 11,292 | $36.0K | 0.00% | +78+0.7% | Added |
| Sciencast Management LP | 12,636 | $37.0K | 0.01% | +12,636 | New |
| Diligent Investors, LLC | 12,452 | $40.0K | 0.01% | +30.0% | Added |
| Cim Investment Mangement Inc | 13,229 | $42.0K | 0.01% | −1,536−10.4% | Reduced |
| Cetera Advisors LLC | 13,131 | $42.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 13,380 | $43.0K | 0.00% | +396+3.0% | Added |
| M&T Bank Corp | 15,100 | $48.0K | 0.00% | +450+3.1% | Added |
| Royal Bank of Canada | 15,359 | $49.0K | 0.00% | −20,572−57.3% | Reduced |
| Shelton Capital Management | 15,727 | $50.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 15,871 | $51.0K | 0.00% | +999+6.7% | Added |
| Creative Planning | 16,971 | $54.0K | 0.00% | −982−5.5% | Reduced |
| Wolverine Trading, LLC | 17,558 | $56.0K | 0.00% | +6,664+61.2% | Added |
| Cetera Investment Advisers | 18,274 | $58.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 18,611 | $60.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 19,053 | $61.0K | 0.00% | +9,124+91.9% | Added |
| Eaton Vance Management | 19,116 | $61.0K | 0.00% | +11,932+166.1% | Added |
| Jane Street Group, LLC | 20,700 | $66.0K | 0.00% | +6,441+45.2% | Added |
| Advisor Partners LLC | 20,566 | $66.0K | 0.00% | +20,566 | New |
| Van Eck Associates Corp | 21,255 | $68.0K | 0.00% | +2,784+15.1% | Added |
| Veriti Management LLC | 21,230 | $68.0K | 0.01% | +21,230 | New |
| Coldstream Capital Management Inc | 21,444 | $69.0K | 0.00% | −6,388−23.0% | Reduced |
| Gould Capital, LLC | 22,152 | $71.0K | 0.05% | +69+0.3% | Added |
| Nissay Asset Management Corp | 23,877 | $76.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $76.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 25,131 | $80.0K | 0.00% | +25,131 | New |
| Vantage Consulting Group Inc | 25,531 | $82.0K | 0.03% | −5,037−16.5% | Reduced |
| Syntax Advisors, LLC | 25,531 | $82.0K | 0.07% | −5,037−16.5% | Reduced |
| Rafferty Asset Management, LLC | 26,844 | $86.0K | 0.00% | −16,284−37.8% | Reduced |
| Humankind Investments LLC | 26,824 | $86.0K | 0.04% | +1,257+4.9% | Added |
| Raymond James & Associates | 27,267 | $87.0K | 0.00% | −737−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 26,960 | $88.0K | 0.00% | −19,714−42.2% | Reduced |
| MQS Management LLC | 27,659 | $89.0K | 0.07% | +11,824+74.7% | Added |
| Metropolitan Life Insurance Co | 28,983 | $92.7K | 0.00% | −31,604−52.2% | Reduced |
| Samalin Investment Counsel, LLC | 32,050 | $103.0K | 0.06% | −24,565−43.4% | Reduced |
| Profund Advisors LLC | 33,103 | $106.0K | 0.00% | +6,461+24.3% | Added |
| CIBC Asset Management Inc | 33,697 | $108.0K | 0.00% | 00.0% | Unchanged |