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, Q4 2022
Institutional positions in Diversified Healthcare Trust as of Dec 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
- 182
- −37 vs. Q3 2022
- Shares held
- 179.2M
- −14.8M (−7.6%) vs. Q3 2022
- Total value
- $115.6M
- −$76.0M (−39.7%) vs. Q3 2022
- New holders
- 31
- 60 more added
- Sold out
- 68
- 53 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 30 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 421 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 59 | $0 | 0.00% | +1+1.7% | Added |
| Atlantic Trust, LLC | 294 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 95 | $0 | 0.00% | +1+1.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 106 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $0 | 0.00% | +200 | New |
| Brown Brothers Harriman & Co | 8 | $5 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $5 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $6 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $13 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $15 | 0.00% | +23 | New |
| Gradient Investments LLC | 50 | $32 | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 100 | $65 | 0.00% | +100 | New |
| Key Financial Inc | 80 | $79 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 172 | $111 | 0.00% | −7,500−97.8% | Reduced |
| Sound Income Strategies, LLC | 248 | $160 | 0.00% | +3+1.2% | Added |
| Truvestments Capital LLC | 300 | $194 | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 435 | $281 | 0.00% | +435 | New |
| Fortis Capital Advisors, LLC | 500 | $323 | 0.00% | +500 | New |
| Global Retirement Partners, LLC | 550 | $356 | 0.00% | +550 | New |
| Signaturefd, LLC | 581 | $376 | 0.00% | −856−59.6% | Reduced |
| Money Concepts Capital Corp | 605 | $392 | 0.00% | +605 | New |
| Syverson Strege & Co | 737 | $477 | 0.00% | +2+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 851 | $550 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,050 | $679 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,223 | $791 | 0.00% | −11,734−90.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,250 | $809 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,300 | $840 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,727 | $1.12K | 0.00% | +1,727 | New |
| Amundi | 1,860 | $1.57K | 0.00% | +990+113.8% | Added |
| Natixis | 2,618 | $1.69K | 0.00% | +2,618 | New |
| Simplex Trading, LLC | 3,677 | $2.00K | 0.00% | +311+9.2% | Added |
| CoreCap Advisors, LLC | 3,470 | $2.24K | 0.00% | +3,470 | New |
| Credit Suisse AG | 3,822 | $2.47K | 0.00% | −170,610−97.8% | Reduced |
| Tyler-Stone Wealth Management | 4,437 | $3.00K | 0.00% | +41+0.9% | Added |
| Belpointe Asset Management LLC | 4,710 | $3.05K | 0.00% | +4,710 | New |
| Plante Moran Financial Advisors, LLC | 5,000 | $3.23K | 0.00% | +5,000 | New |
| Federated Hermes, Inc. | 6,412 | $4.15K | 0.00% | +5,670+764.2% | Added |
| Harbor Investment Advisory, LLC | 7,000 | $4.53K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 8,452 | $5.47K | 0.00% | +6,615+360.1% | Added |
| CI Private Wealth, LLC | 12,000 | $7.76K | 0.00% | +12,000 | New |
| Veriti Management LLC | 12,884 | $8.33K | 0.00% | −2,460−16.0% | Reduced |
| LPL Financial LLC | 12,926 | $8.36K | 0.00% | +1,337+11.5% | Added |
| Cetera Advisors LLC | 13,256 | $8.57K | 0.00% | +300+2.3% | Added |
| Verus Capital Partners, LLC | 13,383 | $8.66K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 13,634 | $8.82K | 0.00% | +562+4.3% | Added |
| Commerce Bank | 13,862 | $8.96K | 0.00% | −77−0.6% | Reduced |
| Comerica Bank | 12,797 | $9.00K | 0.00% | −180,206−93.4% | Reduced |
| Quantinno Capital Management LP | 14,354 | $9.00K | 0.00% | +14,354 | New |
| Proficio Capital Partners LLC | 14,722 | $9.28K | 0.00% | +14,722 | New |
| Creative Planning | 14,436 | $9.34K | 0.00% | +358+2.5% | Added |
| StoneX Group Inc. | 14,496 | $9.38K | 0.00% | +14,496 | New |
| FMR LLC | 14,509 | $9.38K | 0.00% | −9,608−39.8% | Reduced |
| Two Sigma Securities, LLC | 15,176 | $9.82K | 0.00% | −56,263−78.8% | Reduced |
| Mackenzie Financial Corp | 15,549 | $10.1K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 15,500 | $11.8K | 0.00% | +2,000+14.8% | Added |
| Cetera Investment Advisers | 18,376 | $11.9K | 0.00% | +400+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 19,006 | $12.3K | 0.00% | −347−1.8% | Reduced |
| Ethic Inc. | 19,071 | $12.3K | 0.00% | +19,071 | New |
| Principal Financial Group Inc | 19,578 | $12.7K | 0.00% | −1,452,578−98.7% | Reduced |
| Advisor Group Holdings, Inc. | 19,816 | $13.0K | 0.00% | −486,532−96.1% | Reduced |
| RBF Capital, LLC | 20,000 | $13.0K | 0.00% | −30,000−60.0% | Reduced |
| New England Private Wealth Advisors LLC | 20,395 | $13.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 20,700 | $13.4K | 0.00% | −530,304−96.2% | Reduced |
| Metropolitan Life Insurance Co | 22,121 | $14.3K | 0.00% | −18−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 18,611 | $14.5K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 23,199 | $15.0K | 0.00% | +23,199 | New |
| Centiva Capital, LP | 23,608 | $15.3K | 0.00% | +23,608 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $15.4K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 25,618 | $16.6K | 0.01% | +3,234+14.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,234 | $18.0K | 0.00% | +127+0.5% | Added |
| Amalgamated Bank | 30,014 | $19.0K | 0.00% | −77,154−72.0% | Reduced |
| ProShare Advisors LLC | 30,609 | $19.8K | 0.00% | −2,124−6.5% | Reduced |
| First Trust Advisors LP | 33,044 | $21.4K | 0.00% | −6,911−17.3% | Reduced |
| Nierenberg Investment Management Company, Inc. | 34,110 | $22.1K | 0.02% | −555,000−94.2% | Reduced |
| JustInvest LLC | 34,372 | $22.2K | 0.00% | +34,372 | New |
| M&T Bank Corp | 36,126 | $23.4K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 38,800 | $25.1K | 0.00% | +38,800 | New |
| MetLife Investment Management | 47,347 | $30.6K | 0.00% | −81,930−63.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 47,488 | $30.7K | 0.00% | −5,971−11.2% | Reduced |
| Public Employees Retirement Association of Colorado | 47,183 | $31.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 48,639 | $31.2K | 0.00% | −44,638−47.9% | Reduced |
| Old Port Advisors | 48,999 | $31.7K | 0.01% | −9,053−15.6% | Reduced |
| Yousif Capital Management, LLC | 49,112 | $31.8K | 0.00% | −181,216−78.7% | Reduced |
| Victory Capital Management Inc | 52,432 | $33.9K | 0.00% | −120.0% | Reduced |
| Royal Bank of Canada | 55,304 | $36.0K | 0.00% | +35,845+184.2% | Added |
| Point72 Middle East FZE | 65,922 | $42.6K | 0.00% | +65,922 | New |
| Daiwa Securities Group Inc. | 66,586 | $43.0K | 0.00% | −908−1.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 67,222 | $43.0K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 68,758 | $44.5K | 0.02% | +55,529+419.8% | Added |
| Teachers Retirement System of the State of Kentucky | 72,520 | $47.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 74,633 | $48.0K | 0.00% | 00.0% | Unchanged |
| Humankind Investments LLC | 74,925 | $48.5K | 0.02% | +29,383+64.5% | Added |
| H&H Retirement Design & Management INC | 69,302 | $51.6K | 0.04% | +605+0.9% | Added |
| State of Tennessee, Treasury Department | 94,793 | $61.0K | 0.00% | −75,945−44.5% | Reduced |
| Tower Research Capital LLC (TRC) | 96,129 | $62.0K | 0.00% | +85,330+790.2% | Added |
| ExodusPoint Capital Management, LP | 95,931 | $62.0K | 0.00% | +95,931 | New |
| Manufacturers Life Insurance Company, The | 97,606 | $63.1K | 0.00% | −4,655−4.6% | Reduced |