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, Q1 2023
Institutional positions in Diversified Healthcare Trust as of Mar 31, 2023. 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
- 172
- −7 vs. Q4 2022
- Shares held
- 181.6M
- +2.48M (+1.4%) vs. Q4 2022
- Total value
- $244.4M
- +$128.8M (+111.4%) vs. Q4 2022
- New holders
- 24
- 56 more added
- Sold out
- 31
- 51 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 60 | $0 | 0.00% | +1+1.7% | Added |
| Ronald Blue Trust, Inc. | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 106 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $10 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $11 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $14 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $27 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $31 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $41 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $68 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 80 | $108 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 100 | $135 | 0.00% | +100 | New |
| Versant Capital Management, Inc | 101 | $137 | 0.00% | +101 | New |
| Group One Trading, L.P. | 172 | $232 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 248 | $335 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 294 | $397 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 297 | $401 | 0.00% | +297 | New |
| Truvestments Capital LLC | 300 | $405 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 376 | $508 | 0.00% | +376 | New |
| Signaturefd, LLC | 391 | $528 | 0.00% | −190−32.7% | Reduced |
| Ameritas Advisory Services, LLC | 650 | $616 | 0.00% | +650 | New |
| Syverson Strege & Co | 740 | $999 | 0.00% | +3+0.4% | Added |
| CWM, LLC | 421 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 851 | $1.15K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,050 | $1.42K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,250 | $1.69K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,300 | $1.75K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,860 | $2.27K | 0.00% | 00.0% | Unchanged |
| Natixis | 2,618 | $3.53K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,172 | $4.28K | 0.00% | −3,240−50.5% | Reduced |
| Global Retirement Partners, LLC | 5,290 | $4.39K | 0.00% | +4,740+861.8% | Added |
| Belpointe Asset Management LLC | 4,210 | $5.68K | 0.00% | −500−10.6% | Reduced |
| Quadrant Capital Group LLC | 4,829 | $6.52K | 0.00% | +3,606+294.8% | Added |
| US Bancorp | 5,757 | $7.77K | 0.00% | +5,757 | New |
| Simplex Trading, LLC | 6,426 | $8.00K | 0.00% | +2,749+74.8% | Added |
| Harbor Investment Advisory, LLC | 7,000 | $9.45K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7,854 | $10.6K | 0.00% | +7,854 | New |
| FMR LLC | 10,051 | $13.6K | 0.00% | −4,458−30.7% | Reduced |
| Quantinno Capital Management LP | 10,445 | $14.0K | 0.00% | −3,909−27.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,600 | $14.3K | 0.00% | −90,242−89.5% | Reduced |
| Norinchukin Bank, The | 11,416 | $15.4K | 0.00% | +11,416 | New |
| The PNC Financial Services Group, Inc. | 11,516 | $15.5K | 0.00% | +11,516 | New |
| Ellevest, Inc. | 12,877 | $17.4K | 0.00% | +4,425+52.4% | Added |
| Cetera Advisors LLC | 13,255 | $17.9K | 0.00% | −10.0% | Reduced |
| Verus Capital Partners, LLC | 13,383 | $18.1K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 13,517 | $18.2K | 0.00% | +13,517 | New |
| Xponance, Inc. | 13,634 | $18.4K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 13,787 | $18.6K | 0.00% | −75−0.5% | Reduced |
| Proficio Capital Partners LLC | 14,042 | $19.0K | 0.00% | −680−4.6% | Reduced |
| Royal Bank of Canada | 15,150 | $20.0K | 0.00% | −40,154−72.6% | Reduced |
| HSBC Holdings PLC | 15,463 | $20.9K | 0.00% | −33,176−68.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 15,500 | $20.9K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 15,549 | $21.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 17,196 | $23.2K | 0.00% | +2,760+19.1% | Added |
| Cetera Investment Advisers | 18,148 | $24.5K | 0.00% | −228−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 18,611 | $25.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 20,357 | $27.5K | 0.00% | −1,764−8.0% | Reduced |
| New England Private Wealth Advisors LLC | 20,395 | $27.5K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 22,430 | $30.3K | 0.00% | −769−3.3% | Reduced |
| Legal & General Group Plc | 22,988 | $31.0K | 0.00% | +2,288+11.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $32.2K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 23,982 | $32.4K | 0.00% | +4,911+25.8% | Added |
| Sawtooth Solutions, LLC | 24,165 | $32.6K | 0.00% | +24,165 | New |
| Bleakley Financial Group, LLC | 24,165 | $32.6K | 0.00% | +24,165 | New |
| Amalgamated Bank | 24,502 | $33.0K | 0.00% | −5,512−18.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,124 | $33.0K | 0.00% | −3,110−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 24,599 | $33.2K | 0.00% | +4,783+24.1% | Added |
| Bank of Montreal | 26,556 | $35.9K | 0.00% | +26,556 | New |
| Victory Capital Management Inc | 26,858 | $36.3K | 0.00% | −25,574−48.8% | Reduced |
| Principal Financial Group Inc | 27,188 | $36.7K | 0.00% | +7,610+38.9% | Added |
| ProShare Advisors LLC | 27,997 | $37.8K | 0.00% | −2,612−8.5% | Reduced |
| SEI Investments Co | 30,031 | $40.5K | 0.00% | +30,031 | New |
| First Trust Advisors LP | 30,750 | $41.5K | 0.00% | −2,294−6.9% | Reduced |
| Gould Capital, LLC | 30,946 | $41.8K | 0.03% | +5,328+20.8% | Added |
| Old Port Advisors | 35,389 | $42.5K | 0.02% | −13,610−27.8% | Reduced |
| JustInvest LLC | 34,349 | $46.4K | 0.00% | −23−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 35,158 | $47.0K | 0.00% | −60,971−63.4% | Reduced |
| M&T Bank Corp | 35,676 | $48.2K | 0.00% | −450−1.2% | Reduced |
| Fidelis Capital Partners, LLC | 55,370 | $48.8K | 0.02% | +55,370 | New |
| Public Employees Retirement Association of Colorado | 47,183 | $64.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 47,431 | $64.0K | 0.00% | −757,750−94.1% | Reduced |
| H&H Retirement Design & Management INC | 70,164 | $77.2K | 0.05% | +862+1.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 67,222 | $91.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 71,047 | $95.9K | 0.00% | +23,559+49.6% | Added |
| Cim Investment Mangement Inc | 71,220 | $96.1K | 0.04% | +2,462+3.6% | Added |
| Daiwa Securities Group Inc. | 71,981 | $97.0K | 0.00% | +5,395+8.1% | Added |
| Teachers Retirement System of the State of Kentucky | 72,520 | $98.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 80,200 | $108.3K | 0.01% | +41,400+106.7% | Added |
| Nisa Investment Advisors, LLC | 83,162 | $112.0K | 0.00% | +8,529+11.4% | Added |
| New York State Common Retirement Fund | 83,168 | $112.3K | 0.00% | −785,024−90.4% | Reduced |
| California State Teachers Retirement System | 88,776 | $119.8K | 0.00% | −25,196−22.1% | Reduced |
| Humankind Investments LLC | 93,946 | $126.8K | 0.05% | +19,021+25.4% | Added |
| Manufacturers Life Insurance Company, The | 97,606 | $131.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 114,809 | $155.0K | 0.00% | +2,285+2.0% | Added |
| UBS Group AG | 118,289 | $159.7K | 0.00% | +11,168+10.4% | Added |
| Barclays PLC | 120,837 | $163.1K | 0.00% | −22,377−15.6% | Reduced |
| State of Alaska, Department of Revenue | 122,679 | $165.0K | 0.00% | +4,094+3.5% | Added |
| MetLife Investment Management | 126,031 | $170.1K | 0.00% | +78,684+166.2% | Added |
| Pensionfund Sabic | 143,100 | $193.0K | 0.07% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 148,657 | $200.7K | 0.00% | 00.0% | Unchanged |