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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 20,903 | $47.0K | 0.00% | −1,527−6.8% | Reduced |
| New England Private Wealth Advisors LLC | 20,395 | $45.9K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 20,287 | $45.6K | 0.00% | −70−0.3% | Reduced |
| Cetera Investment Advisers | 20,148 | $45.3K | 0.00% | +2,000+11.0% | Added |
| Two Sigma Securities, LLC | 19,913 | $44.8K | 0.00% | +19,913 | New |
| Onyx Bridge Wealth Group LLC | 19,400 | $43.6K | 0.01% | +3,900+25.2% | Added |
| Beryl Capital Management LLC | 19,223 | $43.3K | 0.01% | +19,223 | New |
| Advisor Group Holdings, Inc. | 19,115 | $43.0K | 0.00% | −5,484−22.3% | Reduced |
| Ameritas Investment Partners, Inc. | 18,611 | $41.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,992 | $38.2K | 0.00% | −18,166−51.7% | Reduced |
| Corsair Capital Management, L.P. | 16,900 | $38.0K | 0.01% | +16,900 | New |
| CI Private Wealth, LLC | 16,520 | $37.2K | 0.00% | +16,520 | New |
| Mackenzie Financial Corp | 15,549 | $36.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,380 | $34.6K | 0.00% | −1,816−10.6% | Reduced |
| SEI Investments Co | 14,042 | $31.6K | 0.00% | −15,989−53.2% | Reduced |
| Metis Global Partners, LLC | 13,711 | $30.9K | 0.00% | +13,711 | New |
| Xponance, Inc. | 13,634 | $30.7K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 13,383 | $30.1K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 12,874 | $29.0K | 0.00% | +12,874 | New |
| Nissay Asset Management Corp | 11,362 | $25.6K | 0.00% | +11,362 | New |
| Eqis Capital Management, Inc. | 11,297 | $25.4K | 0.00% | +11,297 | New |
| Norinchukin Bank, The | 11,226 | $25.3K | 0.00% | −190−1.7% | Reduced |
| LPL Financial LLC | 10,929 | $24.6K | 0.00% | +10,929 | New |
| Ellevest, Inc. | 10,423 | $23.5K | 0.00% | −2,454−19.1% | Reduced |
| Proficio Capital Partners LLC | 10,015 | $22.5K | 0.00% | −4,027−28.7% | Reduced |
| FMR LLC | 9,084 | $20.4K | 0.00% | −967−9.6% | Reduced |
| Caption Management, LLC | 7,500 | $16.9K | 0.00% | +7,500 | New |
| Harbor Investment Advisory, LLC | 7,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,290 | $11.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,513 | $10.2K | 0.00% | −227,103−98.1% | Reduced |
| Tyler-Stone Wealth Management | 4,543 | $10.0K | 0.01% | +4,543 | New |
| Natixis | 2,618 | $5.89K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,042 | $4.59K | 0.00% | −2,787−57.7% | Reduced |
| Lindbrook Capital, LLC | 1,555 | $3.50K | 0.00% | −6,299−80.2% | Reduced |
| US Bancorp | 1,471 | $3.31K | 0.00% | −4,286−74.4% | Reduced |
| Proequities, Inc. | 1,300 | $2.92K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,150 | $2.70K | 0.00% | +1,150 | New |
| BDO Wealth Advisors, LLC | 1,050 | $2.36K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 851 | $1.92K | 0.00% | 00.0% | Unchanged |
| Amundi | 810 | $1.88K | 0.00% | −1,050−56.5% | Reduced |
| CWM, LLC | 421 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $675 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 248 | $558 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 216 | $486 | 0.00% | +216 | New |
| Atlantic Trust, LLC | 294 | $397 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 130 | $293 | 0.00% | +30+30.0% | Added |
| Key Financial Inc | 80 | $180 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 59 | $133 | 0.00% | +59 | New |
| Gradient Investments LLC | 50 | $113 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $68 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $52 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $45 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $23 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $18 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $17 | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 385 | – | – | 00.0% | Unchanged |
| Garner Asset Management Corp | 524,852 | – | – | −35,313−6.3% | Reduced |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −7,227,335−100.0% | Sold out |
| Strategic Value Partners, LLC | 0 | $0 | 0.00% | −6,853,080−100.0% | Sold out |
| B. Riley Financial, Inc. | 0 | $0 | 0.00% | −2,516,320−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,043,303−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,365,034−100.0% | Sold out |
| Gratia Capital, LLC | 0 | $0 | 0.00% | −1,318,484−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −711,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −675,370−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −619,949−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −262,300−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −220,000−100.0% | Sold out |
| Corre Partners Management, LLC | 0 | $0 | 0.00% | −217,995−100.0% | Sold out |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −93,946−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −71,047−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −26,556−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −15,463−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −13,787−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −13,517−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −13,255−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −11,516−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −10,445−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,210−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −3,172−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Old Port Advisors | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |