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, 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 | 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, 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 |
|---|---|---|---|---|---|
| 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 |
| American Portfolios Advisors | 1,333 | $2.43K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,318 | $2.40K | 0.00% | +1,318 | 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 |
| 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 |
| 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 |
| IFP Advisors, Inc | 694 | – | – | −385−35.7% | Reduced |
| B. Riley Wealth Management, Inc. | 5,822 | – | – | +5,822 | New |
| Garner Asset Management Corp | 436,024 | – | – | +93,006+27.1% | Added |
| Bailard, Inc. | 0 | $0 | 0.00% | −74,000−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −60,378−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −52,654−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −44,835−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −27,347−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −27,659−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −21,444−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −21,255−100.0% | Sold out |
| Advisor Partners LLC | 0 | $0 | 0.00% | −20,566−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −19,116−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −12,636−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,062−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,223−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,075−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −13,756−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −3,166−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −3,001−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |