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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 75,884 | $102.8K | 0.00% | +75,884 | New |
| Engineers Gate Manager LP | 39,198 | $96.4K | 0.00% | +28,857+279.1% | Added |
| Two Sigma Securities, LLC | 37,297 | $91.8K | 0.00% | +37,297 | New |
| New York Life Investment Management LLC | 34,558 | $85.0K | 0.00% | −3,815−9.9% | Reduced |
| JustInvest LLC | 31,956 | $78.6K | 0.00% | +1,073+3.5% | Added |
| Gould Capital, LLC | 31,612 | $77.8K | 0.05% | +102+0.3% | Added |
| Mackenzie Financial Corp | 28,696 | $70.6K | 0.00% | +13,147+84.6% | Added |
| Victory Capital Management Inc | 28,390 | $69.8K | 0.00% | −706−2.4% | Reduced |
| Principal Financial Group Inc | 27,483 | $67.6K | 0.00% | −2,639−8.8% | Reduced |
| Ethic Inc. | 27,296 | $67.1K | 0.00% | +616+2.3% | Added |
| HSBC Holdings PLC | 26,996 | $66.4K | 0.00% | +26,996 | New |
| First Trust Advisors LP | 24,697 | $60.8K | 0.00% | −41−0.2% | Reduced |
| SEI Investments Co | 23,984 | $59.0K | 0.00% | +4,353+22.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $58.8K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 23,834 | $58.6K | 0.01% | +23,834 | New |
| Ameritas Investment Partners, Inc. | 23,576 | $58.0K | 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 |
| Public Employees Retirement Association of Colorado | 22,417 | $55.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 22,319 | $54.9K | 0.00% | −13,816−38.2% | Reduced |
| Commonwealth Equity Services, LLC | 20,341 | $50.0K | 0.00% | +576+2.9% | Added |
| Point72 Asset Management, L.P. | 20,212 | $49.7K | 0.00% | −94,329−82.4% | Reduced |
| Pensionfund Sabic | 20,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 18,832 | $46.3K | 0.00% | +18,832 | New |
| Creative Planning | 18,417 | $45.3K | 0.00% | −162−0.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,425 | $44.8K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 18,113 | $44.6K | 0.00% | +18,113 | New |
| Advisor Group Holdings, Inc. | 17,566 | $43.2K | 0.00% | +1,745+11.0% | Added |
| Coldstream Capital Management Inc | 17,201 | $42.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 16,718 | $41.1K | 0.00% | −536−3.1% | Reduced |
| Qube Research & Technologies Ltd | 16,049 | $39.5K | 0.00% | +16,049 | New |
| Metis Global Partners, LLC | 15,579 | $38.3K | 0.00% | +2,139+15.9% | Added |
| Gotham Asset Management, LLC | 15,527 | $38.2K | 0.00% | +4,807+44.8% | Added |
| Allspring Global Investments Holdings, LLC | 15,300 | $37.6K | 0.00% | +7,629+99.5% | Added |
| Pictet Asset Management Holding SA | 14,564 | $35.8K | 0.00% | 00.0% | Unchanged |
| Old Port Advisors | 14,459 | $35.6K | 0.01% | −4,168−22.4% | Reduced |
| Xponance, Inc. | 14,039 | $34.5K | 0.00% | −351−2.4% | Reduced |
| Nissay Asset Management Corp | 13,222 | $32.5K | 0.00% | +426+3.3% | Added |
| Verus Capital Partners, LLC | 13,009 | $32.0K | 0.00% | −374−2.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,700 | $31.0K | 0.00% | +12,700 | New |
| CI Private Wealth, LLC | 12,601 | $31.0K | 0.00% | −983−7.2% | Reduced |
| Verum Partners LLC | 11,761 | $28.9K | 0.01% | +373+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,877 | $27.0K | 0.00% | −4,961−31.3% | Reduced |
| Ellevest, Inc. | 10,423 | $25.6K | 0.00% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,276 | $25.3K | 0.00% | −98−0.9% | Reduced |
| Royal Bank of Canada | 9,109 | $22.0K | 0.00% | −69,975−88.5% | Reduced |
| Amalgamated Bank | 8,170 | $20.0K | 0.00% | −12,792−61.0% | Reduced |
| Harbor Investment Advisory, LLC | 7,000 | $17.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,290 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4,597 | $11.3K | 0.01% | +16+0.3% | Added |
| CoreCap Advisors, LLC | 3,470 | $8.54K | 0.00% | +3,470 | New |
| Quadrant Capital Group LLC | 3,049 | $7.50K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,829 | $6.96K | 0.00% | −40,433−93.5% | Reduced |
| GAMMA Investing LLC | 2,665 | $6.56K | 0.00% | −16−0.6% | Reduced |
| Natixis | 2,618 | $6.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,510 | $6.17K | 0.00% | −3,490−58.2% | Reduced |
| Lindbrook Capital, LLC | 1,247 | $3.07K | 0.00% | +515+70.4% | Added |
| Comerica Bank | 1,023 | $2.52K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 851 | $2.09K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 819 | $2.02K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 800 | $1.97K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 501 | $1.23K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $1.23K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 500 | $1.23K | 0.00% | +500 | New |
| Amundi | 450 | $1.06K | 0.00% | −100−18.2% | Reduced |
| CWM, LLC | 421 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 355 | $873 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $738 | 0.00% | −500−62.5% | Reduced |
| Atlantic Trust, LLC | 294 | $723 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 248 | $610 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 190 | $467 | 0.00% | −1,216−86.5% | Reduced |
| Fifth Third Bancorp | 100 | $246 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $246 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 80 | $197 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 61 | $150 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $140 | 0.00% | +57 | New |
| Rothschild Investment LLC | 50 | $123 | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 35 | $82 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $74 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $54 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $49 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $25 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $19 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1 | $2 | 0.00% | −176−99.4% | Reduced |
| Covestor Ltd | 40 | $0 | 0.00% | −1,626−97.6% | Reduced |
| Garner Asset Management Corp | 466,431 | – | – | +12,103+2.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −84,291−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −59,980−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −52,935−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −52,099−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −32,632−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −30,469−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −14,249−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,277−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |