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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 27,188 | $36.7K | 0.00% | +7,610+38.9% | Added |
| Victory Capital Management Inc | 26,858 | $36.3K | 0.00% | −25,574−48.8% | Reduced |
| Bank of Montreal | 26,556 | $35.9K | 0.00% | +26,556 | New |
| Advisor Group Holdings, Inc. | 24,599 | $33.2K | 0.00% | +4,783+24.1% | Added |
| 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 |
| 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 |
| Ethic Inc. | 23,982 | $32.4K | 0.00% | +4,911+25.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $32.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 22,988 | $31.0K | 0.00% | +2,288+11.1% | Added |
| Coldstream Capital Management Inc | 22,430 | $30.3K | 0.00% | −769−3.3% | Reduced |
| New England Private Wealth Advisors LLC | 20,395 | $27.5K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 20,357 | $27.5K | 0.00% | −1,764−8.0% | Reduced |
| Ameritas Investment Partners, Inc. | 18,611 | $25.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,148 | $24.5K | 0.00% | −228−1.2% | Reduced |
| Creative Planning | 17,196 | $23.2K | 0.00% | +2,760+19.1% | Added |
| Mackenzie Financial Corp | 15,549 | $21.0K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 15,500 | $20.9K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 15,463 | $20.9K | 0.00% | −33,176−68.2% | Reduced |
| Royal Bank of Canada | 15,150 | $20.0K | 0.00% | −40,154−72.6% | Reduced |
| Proficio Capital Partners LLC | 14,042 | $19.0K | 0.00% | −680−4.6% | Reduced |
| Commerce Bank | 13,787 | $18.6K | 0.00% | −75−0.5% | Reduced |
| Xponance, Inc. | 13,634 | $18.4K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 13,517 | $18.2K | 0.00% | +13,517 | New |
| Verus Capital Partners, LLC | 13,383 | $18.1K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,255 | $17.9K | 0.00% | −10.0% | Reduced |
| Ellevest, Inc. | 12,877 | $17.4K | 0.00% | +4,425+52.4% | Added |
| The PNC Financial Services Group, Inc. | 11,516 | $15.5K | 0.00% | +11,516 | New |
| Norinchukin Bank, The | 11,416 | $15.4K | 0.00% | +11,416 | New |
| Schonfeld Strategic Advisors LLC | 10,600 | $14.3K | 0.00% | −90,242−89.5% | Reduced |
| Quantinno Capital Management LP | 10,445 | $14.0K | 0.00% | −3,909−27.2% | Reduced |
| FMR LLC | 10,051 | $13.6K | 0.00% | −4,458−30.7% | Reduced |
| Lindbrook Capital, LLC | 7,854 | $10.6K | 0.00% | +7,854 | New |
| Harbor Investment Advisory, LLC | 7,000 | $9.45K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 6,426 | $8.00K | 0.00% | +2,749+74.8% | Added |
| US Bancorp | 5,757 | $7.77K | 0.00% | +5,757 | New |
| Quadrant Capital Group LLC | 4,829 | $6.52K | 0.00% | +3,606+294.8% | Added |
| Belpointe Asset Management LLC | 4,210 | $5.68K | 0.00% | −500−10.6% | Reduced |
| Global Retirement Partners, LLC | 5,290 | $4.39K | 0.00% | +4,740+861.8% | Added |
| Federated Hermes, Inc. | 3,172 | $4.28K | 0.00% | −3,240−50.5% | Reduced |
| Natixis | 2,618 | $3.53K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,860 | $2.27K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,300 | $1.75K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,250 | $1.69K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,050 | $1.42K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 851 | $1.15K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 421 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 740 | $999 | 0.00% | +3+0.4% | Added |
| Ameritas Advisory Services, LLC | 650 | $616 | 0.00% | +650 | New |
| Signaturefd, LLC | 391 | $528 | 0.00% | −190−32.7% | Reduced |
| Parallel Advisors, LLC | 376 | $508 | 0.00% | +376 | New |
| Truvestments Capital LLC | 300 | $405 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 297 | $401 | 0.00% | +297 | New |
| Atlantic Trust, LLC | 294 | $397 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 248 | $335 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 172 | $232 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 101 | $137 | 0.00% | +101 | New |
| Fifth Third Bancorp | 100 | $135 | 0.00% | +100 | New |
| Key Financial Inc | 80 | $108 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $68 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $41 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $31 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $27 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $14 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $11 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $10 | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 385 | – | – | −99−20.5% | Reduced |
| Garner Asset Management Corp | 560,165 | – | – | +59,726+11.9% | Added |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −1,301,242−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,259,848−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,226,006−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,223,683−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −868,399−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −764,770−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −732,843−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −139,867−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −180,726−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −177,260−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −106,969−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −95,931−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −94,793−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −65,922−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −49,112−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −23,608−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,176−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −14,496−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −12,926−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −12,884−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −3,822−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,727−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |