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, Q3 2022
Institutional positions in Diversified Healthcare Trust as of Sep 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
- 220
- −22 vs. Q2 2022
- Shares held
- 193.9M
- −3.98M (−2.0%) vs. Q2 2022
- Total value
- $191.6M
- −$168.0M (−46.7%) vs. Q2 2022
- New holders
- 17
- 69 more added
- Sold out
- 39
- 79 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 504 | $0 | 0.00% | −4,600−90.1% | Reduced |
| Atlantic Trust, LLC | 294 | $0 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $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 |
| CWM, LLC | 421 | $0 | 0.00% | +200+90.5% | Added |
| Gradient Investments LLC | 50 | $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 |
| Steward Partners Investment Advisory, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 245 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 94 | $0 | 0.00% | +74+370.0% | Added |
| Key Financial Inc | 80 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $0 | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 147 | $0 | 0.00% | +147 | New |
| Motco | 140 | $0 | 0.00% | +140 | New |
| Allworth Financial LP | 311 | $0 | 0.00% | +311 | New |
| Householder Group Estate & Retirement Specialist, LLC | 106 | $0 | 0.00% | +106 | New |
| Federated Hermes, Inc. | 742 | $1.00K | 0.00% | −15,129−95.3% | Reduced |
| Lindbrook Capital, LLC | 633 | $1.00K | 0.00% | −2,267−78.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,250 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,300 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,437 | $1.00K | 0.00% | +576+66.9% | Added |
| BDO Wealth Advisors, LLC | 1,050 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 851 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,141 | $1.00K | 0.00% | +375+49.0% | Added |
| Amundi | 870 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 735 | $1.00K | 0.00% | +1+0.1% | Added |
| WFA Asset Management Corp | 1,326 | $1.31K | 0.00% | +8+0.6% | Added |
| American Portfolios Advisors | 1,333 | $1.32K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,928 | $2.00K | 0.00% | −9,265−82.8% | Reduced |
| US Bancorp | 2,315 | $2.00K | 0.00% | +342+17.3% | Added |
| Ellevest, Inc. | 1,837 | $2.00K | 0.00% | −354−16.2% | Reduced |
| Simplex Trading, LLC | 3,366 | $3.00K | 0.00% | −1,325−28.2% | Reduced |
| Tyler-Stone Wealth Management | 4,396 | $4.00K | 0.00% | +23+0.5% | Added |
| Meeder Asset Management Inc | 4,144 | $4.00K | 0.00% | +2,671+181.3% | Added |
| Macquarie Group Ltd | 0 | $6.00K | 0.00% | −5,834−100.0% | Reduced |
| Harbor Investment Advisory, LLC | 7,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7,672 | $8.00K | 0.00% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 10,987 | $10.9K | 0.00% | −64−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 10,799 | $11.0K | 0.00% | −100,172−90.3% | Reduced |
| LPL Financial LLC | 11,589 | $11.0K | 0.00% | −27,842−70.6% | Reduced |
| Mizuho Securities USA LLC | 12,584 | $12.0K | 0.00% | +12,584 | New |
| Verus Capital Partners, LLC | 13,383 | $13.0K | 0.00% | −461−3.3% | Reduced |
| Crossmark Global Holdings, Inc. | 13,320 | $13.0K | 0.00% | −870−6.1% | Reduced |
| Cim Investment Mangement Inc | 13,229 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 12,956 | $13.0K | 0.00% | −175−1.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 13,500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 13,072 | $13.0K | 0.00% | +227+1.8% | Added |
| Quadrant Capital Group LLC | 12,957 | $13.0K | 0.00% | +7,149+123.1% | Added |
| Commerce Bank | 13,939 | $13.0K | 0.00% | +13,939 | New |
| Cubist Systematic Strategies, LLC | 13,661 | $14.0K | 0.00% | −490,894−97.3% | Reduced |
| Vantage Consulting Group Inc | 14,211 | $14.0K | 0.01% | −20,280−58.8% | Reduced |
| Syntax Advisors, LLC | 14,211 | $14.0K | 0.01% | −20,280−58.8% | Reduced |
| Creative Planning | 14,078 | $14.0K | 0.00% | +15+0.1% | Added |
| Brave Asset Management Inc | 14,000 | $14.0K | 0.01% | +14,000 | New |
| Veriti Management LLC | 15,344 | $15.0K | 0.00% | −1,841−10.7% | Reduced |
| Mackenzie Financial Corp | 15,549 | $15.0K | 0.00% | −1,008−6.1% | Reduced |
| Point72 Hong Kong Ltd | 16,816 | $17.0K | 0.00% | −2,172−11.4% | Reduced |
| Ameritas Investment Partners, Inc. | 18,611 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,976 | $18.0K | 0.00% | −300−1.6% | Reduced |
| Royal Bank of Canada | 19,459 | $19.0K | 0.00% | −1,051−5.1% | Reduced |
| KBC Group NV | 19,279 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 19,353 | $19.0K | 0.00% | +15,749+437.0% | Added |
| Profund Advisors LLC | 19,937 | $20.0K | 0.00% | −3,596−15.3% | Reduced |
| Pictet Asset Management SA | 19,700 | $20.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 20,000 | $20.0K | 0.00% | +5,014+33.5% | Added |
| Evergreen Capital Management LLC | 20,454 | $20.0K | 0.00% | +9,760+91.3% | Added |
| New England Private Wealth Advisors LLC | 20,395 | $20.0K | 0.00% | +20,395 | New |
| Engineers Gate Manager LP | 21,088 | $21.0K | 0.00% | −47,202−69.1% | Reduced |
| PEAK6 Investments LLC | 20,817 | $21.0K | 0.00% | +20,817 | New |
| Metropolitan Life Insurance Co | 22,139 | $21.9K | 0.00% | +2,381+12.1% | Added |
| Gould Capital, LLC | 22,384 | $22.0K | 0.02% | +127+0.6% | Added |
| FMR LLC | 24,117 | $24.0K | 0.00% | −85,463−78.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $24.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 25,921 | $25.0K | 0.00% | −30,905−54.4% | Reduced |
| UBS Group AG | 27,182 | $27.0K | 0.00% | −2,387−8.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,107 | $27.0K | 0.00% | +27,107 | New |
| Raymond James & Associates | 28,717 | $28.0K | 0.00% | +1,450+5.3% | Added |
| Nissay Asset Management Corp | 29,036 | $29.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,163 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 21,878 | $29.0K | 0.00% | −3,164−12.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 29,526 | $29.2K | 0.00% | +13,438+83.5% | Added |
| Virtu Financial LLC | 31,164 | $31.0K | 0.00% | +31,164 | New |
| ProShare Advisors LLC | 32,733 | $32.0K | 0.00% | −845−2.5% | Reduced |
| CIBC Asset Management Inc | 32,634 | $32.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 34,757 | $34.0K | 0.00% | −2,472−6.6% | Reduced |
| Samalin Investment Counsel, LLC | 35,402 | $35.0K | 0.03% | −5,341−13.1% | Reduced |
| M&T Bank Corp | 36,126 | $35.0K | 0.00% | +11,716+48.0% | Added |
| Dynamic Technology Lab Private Ltd | 39,888 | $39.0K | 0.00% | −7,707−16.2% | Reduced |
| First Trust Advisors LP | 39,955 | $40.0K | 0.00% | −4,880−10.9% | Reduced |
| State of Wisconsin Investment Board | 44,176 | $44.0K | 0.00% | −13,471−23.4% | Reduced |
| Humankind Investments LLC | 45,542 | $45.0K | 0.02% | +13,375+41.6% | Added |
| SG Americas Securities, LLC | 46,974 | $47.0K | 0.00% | −245,375−83.9% | Reduced |