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, Q2 2023
Institutional positions in Diversified Healthcare Trust as of Jun 30, 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
- 160
- −10 vs. Q1 2023
- Shares held
- 176.2M
- −5.39M (−3.0%) vs. Q1 2023
- Total value
- $395.3M
- +$150.9M (+61.8%) vs. Q1 2023
- New holders
- 24
- 35 more added
- Sold out
- 34
- 57 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 55 | $0 | 0.00% | +55 | New |
| Brown Brothers Harriman & Co | 8 | $17 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $18 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $23 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $45 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $52 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $68 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $113 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 59 | $133 | 0.00% | +59 | New |
| Key Financial Inc | 80 | $180 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 130 | $293 | 0.00% | +30+30.0% | Added |
| Atlantic Trust, LLC | 294 | $397 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 216 | $486 | 0.00% | +216 | New |
| Sound Income Strategies, LLC | 248 | $558 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $675 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 421 | $1.00K | 0.00% | 00.0% | Unchanged |
| Amundi | 810 | $1.88K | 0.00% | −1,050−56.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 851 | $1.92K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,050 | $2.36K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,150 | $2.70K | 0.00% | +1,150 | New |
| Proequities, Inc. | 1,300 | $2.92K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,471 | $3.31K | 0.00% | −4,286−74.4% | Reduced |
| Lindbrook Capital, LLC | 1,555 | $3.50K | 0.00% | −6,299−80.2% | Reduced |
| Quadrant Capital Group LLC | 2,042 | $4.59K | 0.00% | −2,787−57.7% | Reduced |
| Natixis | 2,618 | $5.89K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4,543 | $10.0K | 0.01% | +4,543 | New |
| Allspring Global Investments Holdings, LLC | 4,513 | $10.2K | 0.00% | −227,103−98.1% | Reduced |
| Global Retirement Partners, LLC | 5,290 | $11.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 7,500 | $16.9K | 0.00% | +7,500 | New |
| FMR LLC | 9,084 | $20.4K | 0.00% | −967−9.6% | Reduced |
| Proficio Capital Partners LLC | 10,015 | $22.5K | 0.00% | −4,027−28.7% | Reduced |
| Ellevest, Inc. | 10,423 | $23.5K | 0.00% | −2,454−19.1% | Reduced |
| LPL Financial LLC | 10,929 | $24.6K | 0.00% | +10,929 | New |
| Norinchukin Bank, The | 11,226 | $25.3K | 0.00% | −190−1.7% | Reduced |
| Eqis Capital Management, Inc. | 11,297 | $25.4K | 0.00% | +11,297 | New |
| Nissay Asset Management Corp | 11,362 | $25.6K | 0.00% | +11,362 | New |
| Graham Capital Management, L.P. | 12,874 | $29.0K | 0.00% | +12,874 | New |
| Verus Capital Partners, LLC | 13,383 | $30.1K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 13,634 | $30.7K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 13,711 | $30.9K | 0.00% | +13,711 | New |
| SEI Investments Co | 14,042 | $31.6K | 0.00% | −15,989−53.2% | Reduced |
| Creative Planning | 15,380 | $34.6K | 0.00% | −1,816−10.6% | Reduced |
| Mackenzie Financial Corp | 15,549 | $36.1K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 16,520 | $37.2K | 0.00% | +16,520 | New |
| Corsair Capital Management, L.P. | 16,900 | $38.0K | 0.01% | +16,900 | New |
| Tower Research Capital LLC (TRC) | 16,992 | $38.2K | 0.00% | −18,166−51.7% | Reduced |
| Ameritas Investment Partners, Inc. | 18,611 | $41.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 19,115 | $43.0K | 0.00% | −5,484−22.3% | Reduced |
| Beryl Capital Management LLC | 19,223 | $43.3K | 0.01% | +19,223 | New |
| Onyx Bridge Wealth Group LLC | 19,400 | $43.6K | 0.01% | +3,900+25.2% | Added |
| Two Sigma Securities, LLC | 19,913 | $44.8K | 0.00% | +19,913 | New |
| Cetera Investment Advisers | 20,148 | $45.3K | 0.00% | +2,000+11.0% | Added |
| Metropolitan Life Insurance Co | 20,287 | $45.6K | 0.00% | −70−0.3% | Reduced |
| New England Private Wealth Advisors LLC | 20,395 | $45.9K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 20,903 | $47.0K | 0.00% | −1,527−6.8% | Reduced |
| Ethic Inc. | 22,202 | $50.0K | 0.00% | −1,780−7.4% | Reduced |
| Legal & General Group Plc | 22,988 | $51.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 23,393 | $53.0K | 0.00% | −1,109−4.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $53.7K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 24,735 | $55.7K | 0.00% | +570+2.4% | Added |
| Bleakley Financial Group, LLC | 24,735 | $55.7K | 0.00% | +570+2.4% | Added |
| Citadel Advisors LLC | 24,808 | $55.8K | 0.00% | −655,083−96.4% | Reduced |
| Principal Financial Group Inc | 25,635 | $57.7K | 0.00% | −1,553−5.7% | Reduced |
| Victory Capital Management Inc | 26,246 | $59.1K | 0.00% | −612−2.3% | Reduced |
| Bayesian Capital Management, LP | 28,100 | $63.2K | 0.01% | −52,100−65.0% | Reduced |
| First Trust Advisors LP | 28,307 | $63.7K | 0.00% | −2,443−7.9% | Reduced |
| ProShare Advisors LLC | 31,092 | $70.0K | 0.00% | +3,095+11.1% | Added |
| Gould Capital, LLC | 31,253 | $70.3K | 0.05% | +307+1.0% | Added |
| Royal Bank of Canada | 33,596 | $75.0K | 0.00% | +18,446+121.8% | Added |
| M&T Bank Corp | 35,676 | $80.3K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 38,426 | $86.5K | 0.00% | +4,077+11.9% | Added |
| Teachers Retirement System of the State of Kentucky | 41,020 | $93.0K | 0.00% | −31,500−43.4% | Reduced |
| Public Employees Retirement Association of Colorado | 47,183 | $106.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 47,554 | $107.0K | 0.00% | −73,283−60.6% | Reduced |
| STRS Ohio | 50,000 | $112.0K | 0.00% | −127,402−71.8% | Reduced |
| Fidelis Capital Partners, LLC | 53,787 | $121.0K | 0.04% | −1,583−2.9% | Reduced |
| Russell Investments Group, Ltd. | 57,035 | $128.3K | 0.00% | +57,035 | New |
| Simplex Trading, LLC | 60,708 | $136.0K | 0.01% | +54,282+844.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 67,222 | $151.0K | 0.01% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 71,220 | $160.2K | 0.05% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 71,981 | $162.0K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 72,536 | $163.2K | 0.05% | +72,536 | New |
| Southport Management, L.L.C. | 75,000 | $168.8K | 0.92% | +75,000 | New |
| H&H Retirement Design & Management INC | 70,164 | $175.4K | 0.12% | 00.0% | Unchanged |
| California State Teachers Retirement System | 79,857 | $179.7K | 0.00% | −8,919−10.0% | Reduced |
| AQR Capital Management LLC | 80,524 | $181.2K | 0.00% | −2,900,060−97.3% | Reduced |
| Nisa Investment Advisors, LLC | 82,870 | $186.5K | 0.00% | −292−0.4% | Reduced |
| New York State Common Retirement Fund | 83,006 | $186.8K | 0.00% | −162−0.2% | Reduced |
| Black Maple Capital Management LP | 90,000 | $202.5K | 0.24% | +90,000 | New |
| Manufacturers Life Insurance Company, The | 92,295 | $207.7K | 0.00% | −5,311−5.4% | Reduced |
| Voya Investment Management LLC | 95,917 | $215.8K | 0.00% | −70,912−42.5% | Reduced |
| Citigroup Inc | 101,375 | $228.1K | 0.00% | +53,944+113.7% | Added |
| State of Alaska, Department of Revenue | 111,511 | $250.0K | 0.00% | −11,168−9.1% | Reduced |
| Wells Fargo & Company | 113,509 | $255.4K | 0.00% | −127,779−53.0% | Reduced |
| American International Group, Inc. | 115,065 | $258.9K | 0.00% | +256+0.2% | Added |
| MetLife Investment Management | 126,031 | $283.6K | 0.00% | 00.0% | Unchanged |
| Potomac Capital Management, Inc. | 126,194 | $283.9K | 0.39% | −1,872,806−93.7% | Reduced |