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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 38,800 | $25.1K | 0.00% | +38,800 | New |
| M&T Bank Corp | 36,126 | $23.4K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 34,372 | $22.2K | 0.00% | +34,372 | New |
| Nierenberg Investment Management Company, Inc. | 34,110 | $22.1K | 0.02% | −555,000−94.2% | Reduced |
| First Trust Advisors LP | 33,044 | $21.4K | 0.00% | −6,911−17.3% | Reduced |
| ProShare Advisors LLC | 30,609 | $19.8K | 0.00% | −2,124−6.5% | Reduced |
| Amalgamated Bank | 30,014 | $19.0K | 0.00% | −77,154−72.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,234 | $18.0K | 0.00% | +127+0.5% | Added |
| Gould Capital, LLC | 25,618 | $16.6K | 0.01% | +3,234+14.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $15.4K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 23,608 | $15.3K | 0.00% | +23,608 | New |
| Coldstream Capital Management Inc | 23,199 | $15.0K | 0.00% | +23,199 | New |
| Ameritas Investment Partners, Inc. | 18,611 | $14.5K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 22,121 | $14.3K | 0.00% | −18−0.1% | Reduced |
| Legal & General Group Plc | 20,700 | $13.4K | 0.00% | −530,304−96.2% | Reduced |
| New England Private Wealth Advisors LLC | 20,395 | $13.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Principal Financial Group Inc | 19,578 | $12.7K | 0.00% | −1,452,578−98.7% | Reduced |
| Ethic Inc. | 19,071 | $12.3K | 0.00% | +19,071 | New |
| Allspring Global Investments Holdings, LLC | 19,006 | $12.3K | 0.00% | −347−1.8% | Reduced |
| Cetera Investment Advisers | 18,376 | $11.9K | 0.00% | +400+2.2% | Added |
| Onyx Bridge Wealth Group LLC | 15,500 | $11.8K | 0.00% | +2,000+14.8% | Added |
| Mackenzie Financial Corp | 15,549 | $10.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,176 | $9.82K | 0.00% | −56,263−78.8% | Reduced |
| FMR LLC | 14,509 | $9.38K | 0.00% | −9,608−39.8% | Reduced |
| StoneX Group Inc. | 14,496 | $9.38K | 0.00% | +14,496 | New |
| Creative Planning | 14,436 | $9.34K | 0.00% | +358+2.5% | Added |
| Proficio Capital Partners LLC | 14,722 | $9.28K | 0.00% | +14,722 | New |
| 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 |
| Commerce Bank | 13,862 | $8.96K | 0.00% | −77−0.6% | Reduced |
| Xponance, Inc. | 13,634 | $8.82K | 0.00% | +562+4.3% | Added |
| Verus Capital Partners, LLC | 13,383 | $8.66K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,256 | $8.57K | 0.00% | +300+2.3% | Added |
| LPL Financial LLC | 12,926 | $8.36K | 0.00% | +1,337+11.5% | Added |
| Veriti Management LLC | 12,884 | $8.33K | 0.00% | −2,460−16.0% | Reduced |
| CI Private Wealth, LLC | 12,000 | $7.76K | 0.00% | +12,000 | New |
| Ellevest, Inc. | 8,452 | $5.47K | 0.00% | +6,615+360.1% | Added |
| Harbor Investment Advisory, LLC | 7,000 | $4.53K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,412 | $4.15K | 0.00% | +5,670+764.2% | Added |
| Plante Moran Financial Advisors, LLC | 5,000 | $3.23K | 0.00% | +5,000 | New |
| Belpointe Asset Management LLC | 4,710 | $3.05K | 0.00% | +4,710 | New |
| Tyler-Stone Wealth Management | 4,437 | $3.00K | 0.00% | +41+0.9% | Added |
| Credit Suisse AG | 3,822 | $2.47K | 0.00% | −170,610−97.8% | Reduced |
| CoreCap Advisors, LLC | 3,470 | $2.24K | 0.00% | +3,470 | New |
| Simplex Trading, LLC | 3,677 | $2.00K | 0.00% | +311+9.2% | Added |
| Natixis | 2,618 | $1.69K | 0.00% | +2,618 | New |
| Amundi | 1,860 | $1.57K | 0.00% | +990+113.8% | Added |
| Advisory Services Network, LLC | 1,727 | $1.12K | 0.00% | +1,727 | New |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,300 | $840 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,250 | $809 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,223 | $791 | 0.00% | −11,734−90.6% | Reduced |
| BDO Wealth Advisors, LLC | 1,050 | $679 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 851 | $550 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 737 | $477 | 0.00% | +2+0.3% | Added |
| Money Concepts Capital Corp | 605 | $392 | 0.00% | +605 | New |
| Signaturefd, LLC | 581 | $376 | 0.00% | −856−59.6% | Reduced |
| Global Retirement Partners, LLC | 550 | $356 | 0.00% | +550 | New |
| Fortis Capital Advisors, LLC | 500 | $323 | 0.00% | +500 | New |
| Pathway Financial Advisers, LLC | 435 | $281 | 0.00% | +435 | New |
| Truvestments Capital LLC | 300 | $194 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 248 | $160 | 0.00% | +3+1.2% | Added |
| Group One Trading, L.P. | 172 | $111 | 0.00% | −7,500−97.8% | Reduced |
| Key Financial Inc | 80 | $79 | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 100 | $65 | 0.00% | +100 | New |
| Gradient Investments LLC | 50 | $32 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $15 | 0.00% | +23 | New |
| Steward Partners Investment Advisory, LLC | 20 | $13 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $6 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $5 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $5 | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 484 | – | – | −445−47.9% | Reduced |
| Garner Asset Management Corp | 500,439 | – | – | +37,485+8.1% | Added |
| Putnam Investments LLC | 0 | $0 | 0.00% | −2,206,820−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −1,683,377−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −945,882−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −944,190−100.0% | Sold out |
| Redwood Capital Management, LLC | 0 | $0 | 0.00% | −753,801−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −565,200−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −505,990−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −495,069−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −442,403−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −355,771−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −311,045−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −247,185−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −217,870−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −173,921−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −170,391−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −148,117−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −117,000−100.0% | Sold out |
| Louisiana State Employees Retirement System | 0 | $0 | 0.00% | −114,300−100.0% | Sold out |