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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Gould Capital, LLC | 31,510 | $117.8K | 0.09% | +146+0.5% | Added |
| JustInvest LLC | 30,883 | $115.5K | 0.00% | +1,869+6.4% | Added |
| Teacher Retirement System of Texas | 30,469 | $114.0K | 0.00% | −34,443−53.1% | Reduced |
| Principal Financial Group Inc | 30,122 | $112.7K | 0.00% | −5,546−15.5% | Reduced |
| Victory Capital Management Inc | 29,096 | $108.8K | 0.00% | +5,379+22.7% | Added |
| Ethic Inc. | 26,680 | $99.8K | 0.00% | +4,410+19.8% | Added |
| Verition Fund Management LLC | 25,000 | $93.5K | 0.00% | −53,500−68.2% | Reduced |
| First Trust Advisors LP | 24,738 | $92.5K | 0.00% | −1,712−6.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $89.3K | 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 |
| Ameritas Investment Partners, Inc. | 23,576 | $88.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 22,417 | $84.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 20,962 | $78.0K | 0.00% | −2,431−10.4% | Reduced |
| Pensionfund Sabic | 20,000 | $75.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 19,765 | $74.0K | 0.00% | −32,268−62.0% | Reduced |
| SEI Investments Co | 19,631 | $73.4K | 0.00% | +46+0.2% | Added |
| Old Port Advisors | 18,627 | $69.7K | 0.02% | −6,806−26.8% | Reduced |
| Creative Planning | 18,579 | $69.5K | 0.00% | +3,199+20.8% | Added |
| Onyx Bridge Wealth Group LLC | 18,425 | $68.9K | 0.01% | −75−0.4% | Reduced |
| Metropolitan Life Insurance Co | 17,254 | $64.5K | 0.00% | −2,339−11.9% | Reduced |
| Coldstream Capital Management Inc | 17,201 | $64.3K | 0.00% | −1,594−8.5% | Reduced |
| Advisor Group Holdings, Inc. | 15,821 | $59.2K | 0.00% | −7,335−31.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,838 | $59.0K | 0.00% | −515,518−97.0% | Reduced |
| Mackenzie Financial Corp | 15,549 | $58.2K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 14,564 | $54.5K | 0.00% | +14,564 | New |
| Xponance, Inc. | 14,390 | $53.8K | 0.00% | +438+3.1% | Added |
| Oak Thistle LLC | 14,249 | $53.3K | 0.02% | +14,249 | New |
| CI Private Wealth, LLC | 13,584 | $50.8K | 0.00% | +13,584 | New |
| Metis Global Partners, LLC | 13,440 | $50.3K | 0.00% | −271−2.0% | Reduced |
| Verus Capital Partners, LLC | 13,383 | $50.1K | 0.01% | +362+2.8% | Added |
| Nissay Asset Management Corp | 12,796 | $47.9K | 0.00% | +890+7.5% | Added |
| Verum Partners LLC | 11,388 | $42.6K | 0.02% | +11,388 | New |
| Gotham Asset Management, LLC | 10,720 | $40.1K | 0.00% | +10,720 | New |
| Ellevest, Inc. | 10,423 | $39.0K | 0.00% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,374 | $38.8K | 0.00% | −493−4.5% | Reduced |
| Engineers Gate Manager LP | 10,341 | $38.7K | 0.00% | −13,946−57.4% | Reduced |
| Neuberger Berman Group LLC | 10,277 | $38.4K | 0.00% | +10,277 | New |
| Allspring Global Investments Holdings, LLC | 7,671 | $28.7K | 0.00% | +3,510+84.4% | Added |
| Harbor Investment Advisory, LLC | 7,000 | $26.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6,000 | $22.4K | 0.00% | +6,000 | New |
| Tyler-Stone Wealth Management | 4,581 | $17.1K | 0.01% | +21+0.5% | Added |
| Global Retirement Partners, LLC | 5,290 | $15.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,049 | $11.4K | 0.00% | +813+36.4% | Added |
| Natixis | 2,618 | $9.79K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,681 | $7.69K | 0.00% | +2,681 | New |
| Covestor Ltd | 1,666 | $6.00K | 0.00% | +1,606+2,676.7% | Added |
| Huntington National Bank | 1,406 | $5.26K | 0.00% | +1,315+1,445.1% | Added |
| Comerica Bank | 1,023 | $3.83K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 851 | $3.18K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 819 | $3.06K | 0.00% | +819 | New |
| Proequities, Inc. | 800 | $2.99K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 800 | $2.99K | 0.00% | +500+166.7% | Added |
| Lindbrook Capital, LLC | 732 | $2.74K | 0.00% | −823−52.9% | Reduced |
| CWM, LLC | 421 | $2.00K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 529 | $1.98K | 0.00% | +529 | New |
| Parallel Advisors, LLC | 501 | $1.87K | 0.00% | +501 | New |
| Highlander Capital Management, LLC | 500 | $1.87K | 0.00% | 00.0% | Unchanged |
| Amundi | 550 | $1.68K | 0.00% | −260−32.1% | Reduced |
| US Bancorp | 355 | $1.33K | 0.00% | +355 | New |
| Atlantic Trust, LLC | 294 | $1.10K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 290 | $1.00K | 0.00% | +90+45.0% | Added |
| Sound Income Strategies, LLC | 248 | $928 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 177 | $662 | 0.00% | +177 | New |
| Fifth Third Bancorp | 100 | $374 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $374 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 80 | $299 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 61 | $227 | 0.00% | +1+1.7% | Added |
| Fairfield, Bush & Co. | 59 | $222 | 0.00% | +59 | New |
| Gradient Investments LLC | 50 | $187 | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 50 | $187 | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 35 | $131 | 0.00% | +35 | New |
| Umb Bank N A | 30 | $112 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $86 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $75 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $37 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $28 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 106 | $0 | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 454,328 | – | – | −74,057−14.0% | Reduced |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −158,399−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −152,074−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −119,543−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −104,277−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −82,062−100.0% | Sold out |
| Fir Tree Capital Management LP | 0 | $0 | 0.00% | −80,949−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −67,222−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −41,466−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −33,567−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −31,352−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −26,200−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| New England Private Wealth Advisors LLC | 0 | $0 | 0.00% | −20,395−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −20,036−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −17,941−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,561−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,869−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −10,568−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,490−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |