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, 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 | 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, 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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 31,056 | $60.2K | 0.00% | −36−0.1% | Reduced |
| Gould Capital, LLC | 31,364 | $59.3K | 0.05% | +111+0.4% | Added |
| Bayesian Capital Management, LP | 29,900 | $58.0K | 0.01% | +1,800+6.4% | Added |
| JustInvest LLC | 29,014 | $56.3K | 0.00% | −9,412−24.5% | Reduced |
| First Trust Advisors LP | 26,450 | $51.3K | 0.00% | −1,857−6.6% | Reduced |
| Boulder Hill Capital Management LP | 26,200 | $50.8K | 0.03% | +26,200 | New |
| Old Port Advisors | 25,433 | $49.3K | 0.02% | +25,433 | New |
| Black Maple Capital Management LP | 25,000 | $48.5K | 0.04% | −65,000−72.2% | Reduced |
| Engineers Gate Manager LP | 24,287 | $47.1K | 0.00% | +24,287 | New |
| 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 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $46.3K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 23,717 | $46.0K | 0.00% | −2,529−9.6% | Reduced |
| Ameritas Investment Partners, Inc. | 23,576 | $45.7K | 0.00% | +4,965+26.7% | Added |
| Amalgamated Bank | 23,393 | $45.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 23,156 | $44.9K | 0.00% | +4,041+21.1% | Added |
| Renaissance Technologies LLC | 22,900 | $44.0K | 0.00% | +22,900 | New |
| Ethic Inc. | 22,270 | $43.2K | 0.00% | +68+0.3% | Added |
| Public Employees Retirement Association of Colorado | 22,417 | $43.0K | 0.00% | −24,766−52.5% | Reduced |
| Tower Research Capital LLC (TRC) | 20,728 | $40.2K | 0.00% | +3,736+22.0% | Added |
| State of Wisconsin Investment Board | 20,538 | $39.8K | 0.00% | +20,538 | New |
| New England Private Wealth Advisors LLC | 20,395 | $39.6K | 0.01% | 00.0% | Unchanged |
| Pensionfund Sabic | 20,000 | $39.0K | 0.01% | −123,100−86.0% | Reduced |
| Centiva Capital, LP | 20,036 | $38.9K | 0.00% | +20,036 | New |
| Metropolitan Life Insurance Co | 19,593 | $38.0K | 0.00% | −694−3.4% | Reduced |
| SEI Investments Co | 19,585 | $38.0K | 0.00% | +5,543+39.5% | Added |
| Coldstream Capital Management Inc | 18,795 | $36.5K | 0.00% | −2,108−10.1% | Reduced |
| FMR LLC | 18,565 | $36.0K | 0.00% | +9,481+104.4% | Added |
| Onyx Bridge Wealth Group LLC | 18,500 | $35.9K | 0.01% | −900−4.6% | Reduced |
| Captrust Financial Advisors | 17,941 | $34.8K | 0.00% | +17,941 | New |
| Creative Planning | 15,380 | $29.8K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 15,549 | $28.1K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 13,952 | $27.1K | 0.00% | +318+2.3% | Added |
| Metis Global Partners, LLC | 13,711 | $26.6K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,561 | $26.3K | 0.00% | +13,561 | New |
| Verus Capital Partners, LLC | 13,021 | $25.3K | 0.00% | −362−2.7% | Reduced |
| Nissay Asset Management Corp | 11,906 | $23.1K | 0.00% | +544+4.8% | Added |
| LPL Financial LLC | 10,869 | $21.1K | 0.00% | −60−0.5% | Reduced |
| Norinchukin Bank, The | 10,867 | $21.1K | 0.00% | −359−3.2% | Reduced |
| Proficio Capital Partners LLC | 10,568 | $20.5K | 0.00% | +553+5.5% | Added |
| Jump Financial, LLC | 10,490 | $20.4K | 0.00% | +10,490 | New |
| Ellevest, Inc. | 10,423 | $20.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,000 | $13.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,290 | $9.95K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4,560 | $9.00K | 0.01% | +17+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 4,161 | $8.07K | 0.00% | −352−7.8% | Reduced |
| Natixis | 2,618 | $5.08K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,236 | $4.34K | 0.00% | +194+9.5% | Added |
| Lindbrook Capital, LLC | 1,555 | $3.02K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,052 | $2.04K | 0.00% | +1,052 | New |
| Comerica Bank | 1,023 | $1.99K | 0.00% | +1,023 | New |
| Newbridge Financial Services Group, Inc. | 851 | $1.65K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 800 | $1.55K | 0.00% | −500−38.5% | Reduced |
| Amundi | 810 | $1.52K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 619 | $1.20K | 0.00% | +619 | New |
| CWM, LLC | 421 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $1.00K | 0.00% | +500 | New |
| Truvestments Capital LLC | 300 | $582 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 294 | $570 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 248 | $481 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 216 | $419 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 106 | $206 | 0.00% | +106 | New |
| Fifth Third Bancorp | 100 | $194 | 0.00% | −30−23.1% | Reduced |
| First Command Advisory Services, Inc. | 100 | $194 | 0.00% | +100 | New |
| Huntington National Bank | 91 | $177 | 0.00% | +91 | New |
| Key Financial Inc | 80 | $155 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $97 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $58 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $45 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $39 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $19 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $16 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $15 | 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 | 60 | $0 | 0.00% | +5+9.1% | Added |
| Garner Asset Management Corp | 528,385 | – | – | +3,533+0.7% | Added |
| Nantahala Capital Management, LLC | 0 | $0 | 0.00% | −395,613−100.0% | Sold out |
| Potomac Capital Management, Inc. | 0 | $0 | 0.00% | −126,194−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −41,020−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −20,148−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −16,900−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −16,520−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −11,297−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| Tekla Capital Management LLC | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |