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, 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 | 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, 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 |
|---|---|---|---|---|---|
| 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 |
| Herold Advisors, Inc. | 750 | $2.40K | 0.00% | +750 | New |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 41 | $131 | 0.00% | −33−44.6% | Reduced |
| 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 |
| Federated Hermes, Inc. | 2 | – | – | +2 | New |
| Garner Asset Management Corp | 343,018 | – | – | +16,580+5.1% | Added |
| Aaron Wealth Advisors | 2,144 | – | – | +2,144 | New |
| RP Investment Advisors LP | 0 | $0 | 0.00% | −580,633−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −455,126−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −229,672−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −108,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −101,393−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −76,858−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −75,258−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −57,825−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −52,935−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −45,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −34,880−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −27,353−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −25,869−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,850−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −22,508−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −16,068−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −12,391−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |