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, Q1 2024
Institutional positions in Diversified Healthcare Trust as of Mar 31, 2024. 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
- 186
- +8 vs. Q4 2023
- Shares held
- 181.0M
- −1.50M (−0.8%) vs. Q4 2023
- Total value
- $443.8M
- −$236.9M (−34.8%) vs. Q4 2023
- New holders
- 22
- 49 more added
- Sold out
- 14
- 62 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 40 | $0 | 0.00% | −1,626−97.6% | Reduced |
| Federated Hermes, Inc. | 1 | $2 | 0.00% | −176−99.4% | Reduced |
| Brown Brothers Harriman & Co | 8 | $19 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $25 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $49 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $54 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $74 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 35 | $82 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $123 | 0.00% | +50 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $140 | 0.00% | +57 | New |
| Winch Advisory Services, LLC | 61 | $150 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 80 | $197 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 100 | $246 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $246 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 190 | $467 | 0.00% | −1,216−86.5% | Reduced |
| Sound Income Strategies, LLC | 248 | $610 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 294 | $723 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $738 | 0.00% | −500−62.5% | Reduced |
| US Bancorp | 355 | $873 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 421 | $1.00K | 0.00% | 00.0% | Unchanged |
| Amundi | 450 | $1.06K | 0.00% | −100−18.2% | Reduced |
| Highlander Capital Management, LLC | 500 | $1.23K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 500 | $1.23K | 0.00% | +500 | New |
| Parallel Advisors, LLC | 501 | $1.23K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 800 | $1.97K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 819 | $2.02K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 851 | $2.09K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,023 | $2.52K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,247 | $3.07K | 0.00% | +515+70.4% | Added |
| Allworth Financial LP | 2,510 | $6.17K | 0.00% | −3,490−58.2% | Reduced |
| Natixis | 2,618 | $6.44K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,665 | $6.56K | 0.00% | −16−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,829 | $6.96K | 0.00% | −40,433−93.5% | Reduced |
| Quadrant Capital Group LLC | 3,049 | $7.50K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,470 | $8.54K | 0.00% | +3,470 | New |
| Tyler-Stone Wealth Management | 4,597 | $11.3K | 0.01% | +16+0.3% | Added |
| Global Retirement Partners, LLC | 5,290 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,000 | $17.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,170 | $20.0K | 0.00% | −12,792−61.0% | Reduced |
| Royal Bank of Canada | 9,109 | $22.0K | 0.00% | −69,975−88.5% | Reduced |
| Norinchukin Bank, The | 10,276 | $25.3K | 0.00% | −98−0.9% | Reduced |
| Ellevest, Inc. | 10,423 | $25.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,877 | $27.0K | 0.00% | −4,961−31.3% | Reduced |
| Verum Partners LLC | 11,761 | $28.9K | 0.01% | +373+3.3% | Added |
| CI Private Wealth, LLC | 12,601 | $31.0K | 0.00% | −983−7.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,700 | $31.0K | 0.00% | +12,700 | New |
| Verus Capital Partners, LLC | 13,009 | $32.0K | 0.00% | −374−2.8% | Reduced |
| Nissay Asset Management Corp | 13,222 | $32.5K | 0.00% | +426+3.3% | Added |
| Xponance, Inc. | 14,039 | $34.5K | 0.00% | −351−2.4% | Reduced |
| Old Port Advisors | 14,459 | $35.6K | 0.01% | −4,168−22.4% | Reduced |
| Pictet Asset Management Holding SA | 14,564 | $35.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 15,300 | $37.6K | 0.00% | +7,629+99.5% | Added |
| Gotham Asset Management, LLC | 15,527 | $38.2K | 0.00% | +4,807+44.8% | Added |
| Metis Global Partners, LLC | 15,579 | $38.3K | 0.00% | +2,139+15.9% | Added |
| Qube Research & Technologies Ltd | 16,049 | $39.5K | 0.00% | +16,049 | New |
| Metropolitan Life Insurance Co | 16,718 | $41.1K | 0.00% | −536−3.1% | Reduced |
| Coldstream Capital Management Inc | 17,201 | $42.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,566 | $43.2K | 0.00% | +1,745+11.0% | Added |
| Brevan Howard Capital Management LP | 18,113 | $44.6K | 0.00% | +18,113 | New |
| Onyx Bridge Wealth Group LLC | 18,425 | $44.8K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 18,417 | $45.3K | 0.00% | −162−0.9% | Reduced |
| Atomi Financial Group, Inc. | 18,832 | $46.3K | 0.00% | +18,832 | New |
| Pensionfund Sabic | 20,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 20,212 | $49.7K | 0.00% | −94,329−82.4% | Reduced |
| Commonwealth Equity Services, LLC | 20,341 | $50.0K | 0.00% | +576+2.9% | Added |
| M&T Bank Corp | 22,319 | $54.9K | 0.00% | −13,816−38.2% | Reduced |
| Public Employees Retirement Association of Colorado | 22,417 | $55.0K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 22,620 | $55.6K | 0.00% | −1,243−5.2% | Reduced |
| Simplicity Wealth,LLC | 22,620 | $55.6K | 0.00% | +22,620 | New |
| Ameritas Investment Partners, Inc. | 23,576 | $58.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 23,834 | $58.6K | 0.01% | +23,834 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $58.8K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 23,984 | $59.0K | 0.00% | +4,353+22.2% | Added |
| First Trust Advisors LP | 24,697 | $60.8K | 0.00% | −41−0.2% | Reduced |
| HSBC Holdings PLC | 26,996 | $66.4K | 0.00% | +26,996 | New |
| Ethic Inc. | 27,296 | $67.1K | 0.00% | +616+2.3% | Added |
| Principal Financial Group Inc | 27,483 | $67.6K | 0.00% | −2,639−8.8% | Reduced |
| Victory Capital Management Inc | 28,390 | $69.8K | 0.00% | −706−2.4% | Reduced |
| Mackenzie Financial Corp | 28,696 | $70.6K | 0.00% | +13,147+84.6% | Added |
| Gould Capital, LLC | 31,612 | $77.8K | 0.05% | +102+0.3% | Added |
| JustInvest LLC | 31,956 | $78.6K | 0.00% | +1,073+3.5% | Added |
| New York Life Investment Management LLC | 34,558 | $85.0K | 0.00% | −3,815−9.9% | Reduced |
| Two Sigma Securities, LLC | 37,297 | $91.8K | 0.00% | +37,297 | New |
| Engineers Gate Manager LP | 39,198 | $96.4K | 0.00% | +28,857+279.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 75,884 | $102.8K | 0.00% | +75,884 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,899 | $103.1K | 0.00% | −2,284−5.2% | Reduced |
| STRS Ohio | 42,800 | $105.0K | 0.00% | −7,200−14.4% | Reduced |
| ProShare Advisors LLC | 42,951 | $105.7K | 0.00% | +3,380+8.5% | Added |
| Graham Capital Management, L.P. | 45,025 | $110.8K | 0.00% | +45,025 | New |
| Arizona State Retirement System | 46,257 | $113.8K | 0.00% | −665−1.4% | Reduced |
| Tudor Investment Corp Et Al | 49,607 | $122.0K | 0.00% | +49,607 | New |
| Pensionfund DSM Netherlands | 50,000 | $123.0K | 0.07% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 54,933 | $135.1K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 56,244 | $138.4K | 0.00% | +384+0.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 56,524 | $139.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 60,129 | $147.9K | 0.01% | +9,508+18.8% | Added |
| State of Wyoming | 62,125 | $152.8K | 0.03% | −74,055−54.4% | Reduced |
| Daiwa Securities Group Inc. | 68,499 | $169.0K | 0.00% | +2,847+4.3% | Added |
| H&H Retirement Design & Management INC | 70,681 | $171.8K | 0.11% | 00.0% | Unchanged |
| Citigroup Inc | 69,958 | $172.1K | 0.00% | +7,685+12.3% | Added |