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, Q3 2023
Institutional positions in Diversified Healthcare Trust as of Sep 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
- 177
- +19 vs. Q2 2023
- Shares held
- 178.0M
- +2.18M (+1.2%) vs. Q2 2023
- Total value
- $344.3M
- −$50.1M (−12.7%) vs. Q2 2023
- New holders
- 31
- 52 more added
- Sold out
- 12
- 57 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q2 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 | 60 | $0 | 0.00% | +5+9.1% | Added |
| Brown Brothers Harriman & Co | 8 | $15 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $16 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $19 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $39 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $45 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $58 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $97 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 80 | $155 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 91 | $177 | 0.00% | +91 | New |
| Fifth Third Bancorp | 100 | $194 | 0.00% | −30−23.1% | Reduced |
| First Command Advisory Services, Inc. | 100 | $194 | 0.00% | +100 | New |
| Householder Group Estate & Retirement Specialist, LLC | 106 | $206 | 0.00% | +106 | New |
| Archer Investment Corp | 216 | $419 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 248 | $481 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 294 | $570 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $582 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 421 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $1.00K | 0.00% | +500 | New |
| Schonfeld Strategic Advisors LLC | 619 | $1.20K | 0.00% | +619 | New |
| Amundi | 810 | $1.52K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 800 | $1.55K | 0.00% | −500−38.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 851 | $1.65K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,023 | $1.99K | 0.00% | +1,023 | New |
| Northwestern Mutual Wealth Management Co | 1,052 | $2.04K | 0.00% | +1,052 | New |
| Lindbrook Capital, LLC | 1,555 | $3.02K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,236 | $4.34K | 0.00% | +194+9.5% | Added |
| Natixis | 2,618 | $5.08K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,161 | $8.07K | 0.00% | −352−7.8% | Reduced |
| Tyler-Stone Wealth Management | 4,560 | $9.00K | 0.01% | +17+0.4% | Added |
| Global Retirement Partners, LLC | 5,290 | $9.95K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,000 | $13.6K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10,423 | $20.2K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,490 | $20.4K | 0.00% | +10,490 | New |
| Proficio Capital Partners LLC | 10,568 | $20.5K | 0.00% | +553+5.5% | Added |
| Norinchukin Bank, The | 10,867 | $21.1K | 0.00% | −359−3.2% | Reduced |
| LPL Financial LLC | 10,869 | $21.1K | 0.00% | −60−0.5% | Reduced |
| Nissay Asset Management Corp | 11,906 | $23.1K | 0.00% | +544+4.8% | Added |
| Verus Capital Partners, LLC | 13,021 | $25.3K | 0.00% | −362−2.7% | Reduced |
| Wolverine Trading, LLC | 13,561 | $26.3K | 0.00% | +13,561 | New |
| Metis Global Partners, LLC | 13,711 | $26.6K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 13,952 | $27.1K | 0.00% | +318+2.3% | Added |
| Mackenzie Financial Corp | 15,549 | $28.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,380 | $29.8K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 17,941 | $34.8K | 0.00% | +17,941 | New |
| Onyx Bridge Wealth Group LLC | 18,500 | $35.9K | 0.01% | −900−4.6% | Reduced |
| FMR LLC | 18,565 | $36.0K | 0.00% | +9,481+104.4% | Added |
| Coldstream Capital Management Inc | 18,795 | $36.5K | 0.00% | −2,108−10.1% | Reduced |
| SEI Investments Co | 19,585 | $38.0K | 0.00% | +5,543+39.5% | Added |
| Metropolitan Life Insurance Co | 19,593 | $38.0K | 0.00% | −694−3.4% | Reduced |
| Centiva Capital, LP | 20,036 | $38.9K | 0.00% | +20,036 | New |
| Pensionfund Sabic | 20,000 | $39.0K | 0.01% | −123,100−86.0% | Reduced |
| New England Private Wealth Advisors LLC | 20,395 | $39.6K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 20,538 | $39.8K | 0.00% | +20,538 | New |
| Tower Research Capital LLC (TRC) | 20,728 | $40.2K | 0.00% | +3,736+22.0% | Added |
| Public Employees Retirement Association of Colorado | 22,417 | $43.0K | 0.00% | −24,766−52.5% | Reduced |
| Ethic Inc. | 22,270 | $43.2K | 0.00% | +68+0.3% | Added |
| Renaissance Technologies LLC | 22,900 | $44.0K | 0.00% | +22,900 | New |
| Advisor Group Holdings, Inc. | 23,156 | $44.9K | 0.00% | +4,041+21.1% | Added |
| Amalgamated Bank | 23,393 | $45.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 23,576 | $45.7K | 0.00% | +4,965+26.7% | Added |
| Victory Capital Management Inc | 23,717 | $46.0K | 0.00% | −2,529−9.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $46.3K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 23,913 | $46.4K | 0.00% | −822−3.3% | Reduced |
| Bleakley Financial Group, LLC | 23,913 | $46.4K | 0.00% | −822−3.3% | Reduced |
| Engineers Gate Manager LP | 24,287 | $47.1K | 0.00% | +24,287 | New |
| Black Maple Capital Management LP | 25,000 | $48.5K | 0.04% | −65,000−72.2% | Reduced |
| Old Port Advisors | 25,433 | $49.3K | 0.02% | +25,433 | New |
| Boulder Hill Capital Management LP | 26,200 | $50.8K | 0.03% | +26,200 | New |
| First Trust Advisors LP | 26,450 | $51.3K | 0.00% | −1,857−6.6% | Reduced |
| JustInvest LLC | 29,014 | $56.3K | 0.00% | −9,412−24.5% | Reduced |
| Bayesian Capital Management, LP | 29,900 | $58.0K | 0.01% | +1,800+6.4% | Added |
| Gould Capital, LLC | 31,364 | $59.3K | 0.05% | +111+0.4% | Added |
| ProShare Advisors LLC | 31,056 | $60.2K | 0.00% | −36−0.1% | Reduced |
| Two Sigma Securities, LLC | 31,352 | $60.8K | 0.00% | +11,439+57.4% | Added |
| Gsa Capital Partners LLP | 33,567 | $65.0K | 0.01% | −376,523−91.8% | Reduced |
| Principal Financial Group Inc | 35,668 | $69.2K | 0.00% | +10,033+39.1% | Added |
| M&T Bank Corp | 36,011 | $69.9K | 0.00% | +335+0.9% | Added |
| Royal Bank of Canada | 40,125 | $78.0K | 0.00% | +6,529+19.4% | Added |
| Belvedere Trading LLC | 41,466 | $80.4K | 0.01% | −31,070−42.8% | Reduced |
| Arizona State Retirement System | 47,793 | $92.7K | 0.00% | +47,793 | New |
| Pensionfund DSM Netherlands | 50,000 | $97.0K | 0.07% | −349,100−87.5% | Reduced |
| STRS Ohio | 50,000 | $97.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 50,274 | $97.5K | 0.00% | −51,101−50.4% | Reduced |
| Commonwealth Equity Services, LLC | 52,033 | $101.0K | 0.00% | −542,527−91.2% | Reduced |
| Fidelis Capital Partners, LLC | 55,390 | $107.5K | 0.04% | +1,603+3.0% | Added |
| UBS Asset Management Americas Inc | 57,635 | $111.8K | 0.00% | +57,635 | New |
| AQR Capital Management LLC | 61,344 | $119.0K | 0.00% | −19,180−23.8% | Reduced |
| Teacher Retirement System of Texas | 64,912 | $126.0K | 0.00% | +64,912 | New |
| Meiji Yasuda Asset Management Co Ltd. | 67,222 | $130.4K | 0.01% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 70,378 | $132.3K | 0.09% | +214+0.3% | Added |
| Wells Fargo & Company | 68,583 | $133.1K | 0.00% | −44,926−39.6% | Reduced |
| Daiwa Securities Group Inc. | 71,231 | $138.0K | 0.00% | −750−1.0% | Reduced |
| Cim Investment Mangement Inc | 71,220 | $138.2K | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 72,358 | $140.4K | 0.00% | +24,804+52.2% | Added |
| Southport Management, L.L.C. | 75,000 | $145.5K | 0.79% | 00.0% | Unchanged |
| Verition Fund Management LLC | 78,500 | $152.3K | 0.00% | +78,500 | New |
| Fir Tree Capital Management LP | 80,949 | $157.0K | 0.02% | +80,949 | New |