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, Q4 2023
Institutional positions in Diversified Healthcare Trust as of Dec 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
- 179
- +2 vs. Q3 2023
- Shares held
- 182.5M
- +4.50M (+2.5%) vs. Q3 2023
- Total value
- $680.8M
- +$336.5M (+97.7%) vs. Q3 2023
- New holders
- 26
- 57 more added
- Sold out
- 24
- 57 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 106 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $28 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $37 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $75 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $86 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $112 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 35 | $131 | 0.00% | +35 | New |
| Gradient Investments LLC | 50 | $187 | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 50 | $187 | 0.00% | +50 | New |
| Fairfield, Bush & Co. | 59 | $222 | 0.00% | +59 | New |
| Winch Advisory Services, LLC | 61 | $227 | 0.00% | +1+1.7% | Added |
| Key Financial Inc | 80 | $299 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 100 | $374 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $374 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 177 | $662 | 0.00% | +177 | New |
| Sound Income Strategies, LLC | 248 | $928 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 290 | $1.00K | 0.00% | +90+45.0% | Added |
| Atlantic Trust, LLC | 294 | $1.10K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 355 | $1.33K | 0.00% | +355 | New |
| Amundi | 550 | $1.68K | 0.00% | −260−32.1% | Reduced |
| Highlander Capital Management, LLC | 500 | $1.87K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 501 | $1.87K | 0.00% | +501 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 529 | $1.98K | 0.00% | +529 | New |
| CWM, LLC | 421 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 732 | $2.74K | 0.00% | −823−52.9% | Reduced |
| Proequities, Inc. | 800 | $2.99K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 800 | $2.99K | 0.00% | +500+166.7% | Added |
| Signaturefd, LLC | 819 | $3.06K | 0.00% | +819 | New |
| Newbridge Financial Services Group, Inc. | 851 | $3.18K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,023 | $3.83K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,406 | $5.26K | 0.00% | +1,315+1,445.1% | Added |
| Covestor Ltd | 1,666 | $6.00K | 0.00% | +1,606+2,676.7% | Added |
| GAMMA Investing LLC | 2,681 | $7.69K | 0.00% | +2,681 | New |
| Natixis | 2,618 | $9.79K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,049 | $11.4K | 0.00% | +813+36.4% | Added |
| Global Retirement Partners, LLC | 5,290 | $15.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4,581 | $17.1K | 0.01% | +21+0.5% | Added |
| Allworth Financial LP | 6,000 | $22.4K | 0.00% | +6,000 | New |
| Harbor Investment Advisory, LLC | 7,000 | $26.2K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,671 | $28.7K | 0.00% | +3,510+84.4% | Added |
| Neuberger Berman Group LLC | 10,277 | $38.4K | 0.00% | +10,277 | New |
| Engineers Gate Manager LP | 10,341 | $38.7K | 0.00% | −13,946−57.4% | Reduced |
| Norinchukin Bank, The | 10,374 | $38.8K | 0.00% | −493−4.5% | Reduced |
| Ellevest, Inc. | 10,423 | $39.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 10,720 | $40.1K | 0.00% | +10,720 | New |
| Verum Partners LLC | 11,388 | $42.6K | 0.02% | +11,388 | New |
| Nissay Asset Management Corp | 12,796 | $47.9K | 0.00% | +890+7.5% | Added |
| Verus Capital Partners, LLC | 13,383 | $50.1K | 0.01% | +362+2.8% | Added |
| Metis Global Partners, LLC | 13,440 | $50.3K | 0.00% | −271−2.0% | Reduced |
| CI Private Wealth, LLC | 13,584 | $50.8K | 0.00% | +13,584 | New |
| Oak Thistle LLC | 14,249 | $53.3K | 0.02% | +14,249 | New |
| Xponance, Inc. | 14,390 | $53.8K | 0.00% | +438+3.1% | Added |
| Pictet Asset Management Holding SA | 14,564 | $54.5K | 0.00% | +14,564 | New |
| Mackenzie Financial Corp | 15,549 | $58.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,838 | $59.0K | 0.00% | −515,518−97.0% | Reduced |
| Advisor Group Holdings, Inc. | 15,821 | $59.2K | 0.00% | −7,335−31.7% | Reduced |
| Coldstream Capital Management Inc | 17,201 | $64.3K | 0.00% | −1,594−8.5% | Reduced |
| Metropolitan Life Insurance Co | 17,254 | $64.5K | 0.00% | −2,339−11.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,425 | $68.9K | 0.01% | −75−0.4% | Reduced |
| Creative Planning | 18,579 | $69.5K | 0.00% | +3,199+20.8% | Added |
| Old Port Advisors | 18,627 | $69.7K | 0.02% | −6,806−26.8% | Reduced |
| SEI Investments Co | 19,631 | $73.4K | 0.00% | +46+0.2% | Added |
| Commonwealth Equity Services, LLC | 19,765 | $74.0K | 0.00% | −32,268−62.0% | Reduced |
| Pensionfund Sabic | 20,000 | $75.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 20,962 | $78.0K | 0.00% | −2,431−10.4% | Reduced |
| Public Employees Retirement Association of Colorado | 22,417 | $84.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 23,576 | $88.2K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 23,863 | $89.2K | 0.00% | −50−0.2% | Reduced |
| Bleakley Financial Group, LLC | 23,863 | $89.2K | 0.00% | −50−0.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $89.3K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 24,738 | $92.5K | 0.00% | −1,712−6.5% | Reduced |
| Verition Fund Management LLC | 25,000 | $93.5K | 0.00% | −53,500−68.2% | Reduced |
| Ethic Inc. | 26,680 | $99.8K | 0.00% | +4,410+19.8% | Added |
| Victory Capital Management Inc | 29,096 | $108.8K | 0.00% | +5,379+22.7% | Added |
| Principal Financial Group Inc | 30,122 | $112.7K | 0.00% | −5,546−15.5% | Reduced |
| Teacher Retirement System of Texas | 30,469 | $114.0K | 0.00% | −34,443−53.1% | Reduced |
| JustInvest LLC | 30,883 | $115.5K | 0.00% | +1,869+6.4% | Added |
| Gould Capital, LLC | 31,510 | $117.8K | 0.09% | +146+0.5% | Added |
| Values First Advisors, Inc. | 32,632 | $122.0K | 0.07% | −502,349−93.9% | Reduced |
| M&T Bank Corp | 36,135 | $135.1K | 0.00% | +124+0.3% | Added |
| New York Life Investment Management LLC | 38,373 | $143.5K | 0.00% | +38,373 | New |
| ProShare Advisors LLC | 39,571 | $148.0K | 0.00% | +8,515+27.4% | Added |
| Tower Research Capital LLC (TRC) | 43,262 | $161.8K | 0.00% | +22,534+108.7% | Added |
| Renaissance Technologies LLC | 43,636 | $163.0K | 0.00% | +20,736+90.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,183 | $165.2K | 0.00% | +44,183 | New |
| Arizona State Retirement System | 46,922 | $175.5K | 0.00% | −871−1.8% | Reduced |
| H&H Retirement Design & Management INC | 70,681 | $185.9K | 0.12% | +303+0.4% | Added |
| STRS Ohio | 50,000 | $187.0K | 0.00% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 50,000 | $187.0K | 0.11% | 00.0% | Unchanged |
| Quantbot Technologies LP | 50,621 | $189.3K | 0.01% | +50,621 | New |
| Simplex Trading, LLC | 52,099 | $194.0K | 0.01% | −59,852−53.5% | Reduced |
| Cubist Systematic Strategies, LLC | 52,935 | $198.0K | 0.00% | +52,935 | New |
| Fidelis Capital Partners, LLC | 54,933 | $205.4K | 0.05% | −457−0.8% | Reduced |
| Nkcfo LLC | 55,000 | $206.0K | 0.11% | +55,000 | New |
| FMR LLC | 55,860 | $208.9K | 0.00% | +37,295+200.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 56,524 | $211.4K | 0.00% | −46,476−45.1% | Reduced |
| Group One Trading, L.P. | 59,980 | $224.3K | 0.01% | −93,065−60.8% | Reduced |
| Citigroup Inc | 62,273 | $232.9K | 0.00% | +11,999+23.9% | Added |
| Daiwa Securities Group Inc. | 65,652 | $246.0K | 0.00% | −5,579−7.8% | Reduced |
| AQR Capital Management LLC | 69,629 | $260.4K | 0.00% | +8,285+13.5% | Added |