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, Q2 2022
Institutional positions in Diversified Healthcare Trust as of Jun 30, 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
- 243
- +9 vs. Q1 2022
- Shares held
- 197.9M
- +2.67M (+1.4%) vs. Q1 2022
- Total value
- $359.6M
- −$263.2M (−42.3%) vs. Q1 2022
- New holders
- 39
- 79 more added
- Sold out
- 30
- 79 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 221 | $0 | 0.00% | −562−71.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 20 | $0 | 0.00% | −990−98.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 245 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Sageworth Trust Co of South Dakota | 141 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 50 | $0 | 0.00% | +50 | New |
| Fairfield, Bush & Co. | 57 | $0 | 0.00% | +57 | New |
| Parkside Financial Bank & Trust | 54 | $0 | 0.00% | +54 | New |
| City State Bank | 100 | $0 | 0.00% | +100 | New |
| Amundi | 870 | $1.00K | 0.00% | −147,353−99.4% | Reduced |
| TCI Wealth Advisors, Inc. | 581 | $1.00K | 0.00% | −917−61.2% | Reduced |
| Fifth Third Bancorp | 766 | $1.00K | 0.00% | +202+35.8% | Added |
| Syverson Strege & Co | 734 | $1.00K | 0.00% | +1+0.1% | Added |
| Atlantic Trust, LLC | 294 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 802 | $1.00K | 0.00% | +802 | New |
| Truvestments Capital LLC | 300 | $1.00K | 0.00% | +300 | New |
| Bell Investment Advisors, Inc | 351 | $1.00K | 0.00% | +351 | New |
| Newbridge Financial Services Group, Inc. | 851 | $2.00K | 0.00% | −1,796−67.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,250 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,050 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,300 | $2.00K | 0.00% | +800+160.0% | Added |
| Signaturefd, LLC | 861 | $2.00K | 0.00% | +624+263.3% | Added |
| WFA Asset Management Corp | 1,318 | $2.40K | 0.00% | +1,318 | New |
| American Portfolios Advisors | 1,333 | $2.43K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,473 | $3.00K | 0.00% | −1,296−46.8% | Reduced |
| Versant Capital Management, Inc | 1,776 | $3.00K | 0.00% | −713−28.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $3.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,191 | $4.00K | 0.00% | −4,300−66.2% | Reduced |
| US Bancorp | 1,973 | $4.00K | 0.00% | +1,125+132.7% | Added |
| Lindbrook Capital, LLC | 2,900 | $5.00K | 0.00% | −100−3.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,604 | $6.00K | 0.00% | −45,462−92.7% | Reduced |
| CoreCap Advisors, LLC | 3,470 | $6.00K | 0.00% | +3,470 | New |
| Tyler-Stone Wealth Management | 4,373 | $8.00K | 0.01% | +20+0.5% | Added |
| Simplex Trading, LLC | 4,691 | $8.00K | 0.00% | +3,302+237.7% | Added |
| Investors Asset Management of Georgia Inc | 5,104 | $9.00K | 0.00% | +5,104 | New |
| Macquarie Group Ltd | 5,834 | $11.0K | 0.00% | −76,395−92.9% | Reduced |
| Quadrant Capital Group LLC | 5,808 | $11.0K | 0.00% | −2,555−30.6% | Reduced |
| Harbor Investment Advisory, LLC | 7,000 | $13.0K | 0.00% | +3,000+75.0% | Added |
| Group One Trading, L.P. | 7,672 | $14.0K | 0.00% | +7,672 | New |
| Running Point Capital Advisors, LLC | 10,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 10,657 | $19.0K | 0.01% | −1,795−14.4% | Reduced |
| Goodwin Daniel L | 10,664 | $19.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 10,694 | $19.0K | 0.00% | +10,694 | New |
| Sage Rhino Capital LLC | 10,226 | $19.0K | 0.01% | +10,226 | New |
| The PNC Financial Services Group, Inc. | 11,193 | $20.0K | 0.00% | −7,860−41.3% | Reduced |
| Eqis Capital Management, Inc. | 11,051 | $20.1K | 0.00% | +11,051 | New |
| Journey Strategic Wealth LLC | 11,651 | $21.0K | 0.00% | +11,651 | New |
| Xponance, Inc. | 12,845 | $23.0K | 0.00% | +1,553+13.8% | Added |
| Gsa Capital Partners LLP | 12,521 | $23.0K | 0.00% | +12,521 | New |
| Cim Investment Mangement Inc | 13,229 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,131 | $24.0K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 13,500 | $24.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 14,190 | $26.0K | 0.00% | −20,840−59.5% | Reduced |
| Creative Planning | 14,063 | $26.0K | 0.00% | −2,908−17.1% | Reduced |
| Prelude Capital Management, LLC | 14,530 | $26.0K | 0.00% | +14,530 | New |
| Caption Management, LLC | 14,986 | $27.0K | 0.00% | −60,014−80.0% | Reduced |
| Shelton Capital Management | 15,727 | $29.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 15,871 | $29.0K | 0.00% | +15,869+793,450.0% | Added |
| Oxford Financial Group Ltd | 16,200 | $29.0K | 0.00% | +16,200 | New |
| Y-Intercept (Hong Kong) Ltd | 16,088 | $29.0K | 0.00% | +16,088 | New |
| Mackenzie Financial Corp | 16,557 | $30.0K | 0.00% | +3,177+23.7% | Added |
| Veriti Management LLC | 17,185 | $31.0K | 0.00% | −4,045−19.1% | Reduced |
| Verus Capital Partners, LLC | 13,844 | $31.0K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 17,594 | $32.0K | 0.00% | +17,594 | New |
| Ameritas Investment Partners, Inc. | 18,611 | $33.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,276 | $33.0K | 0.00% | +20.0% | Added |
| KBC Group NV | 19,279 | $35.0K | 0.00% | +19,279 | New |
| Point72 Hong Kong Ltd | 18,988 | $35.0K | 0.00% | +18,988 | New |
| Metropolitan Life Insurance Co | 19,758 | $36.0K | 0.00% | −9,225−31.8% | Reduced |
| Pictet Asset Management SA | 19,700 | $36.0K | 0.00% | −72,992−78.7% | Reduced |
| Royal Bank of Canada | 20,510 | $37.0K | 0.00% | +5,151+33.5% | Added |
| Advisor Group Holdings, Inc. | 21,551 | $39.0K | 0.00% | −5,409−20.1% | Reduced |
| Wolverine Trading, LLC | 21,402 | $40.0K | 0.00% | +3,844+21.9% | Added |
| Gould Capital, LLC | 22,257 | $41.0K | 0.03% | +105+0.5% | Added |
| Quadrature Capital Ltd | 22,838 | $42.0K | 0.00% | −2,293−9.1% | Reduced |
| Profund Advisors LLC | 23,533 | $43.0K | 0.00% | −9,570−28.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $43.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 24,410 | $45.0K | 0.00% | +9,310+61.7% | Added |
| Schonfeld Strategic Advisors LLC | 26,388 | $48.0K | 0.00% | +26,388 | New |
| Bank of Montreal | 25,042 | $50.0K | 0.00% | −391,484−94.0% | Reduced |
| Raymond James & Associates | 27,267 | $50.0K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 28,242 | $51.0K | 0.00% | +1,398+5.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,163 | $53.0K | 0.00% | −47,578−62.0% | Reduced |
| Nissay Asset Management Corp | 29,036 | $53.0K | 0.00% | +5,159+21.6% | Added |
| UBS Group AG | 29,569 | $54.0K | 0.00% | −244,446−89.2% | Reduced |
| CIBC Asset Management Inc | 32,634 | $59.0K | 0.00% | −1,063−3.2% | Reduced |