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, Q2 2024
Institutional positions in Diversified Healthcare Trust as of Jun 30, 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
- 191
- +7 vs. Q1 2024
- Shares held
- 178.1M
- −2.75M (−1.5%) vs. Q1 2024
- Total value
- $541.7M
- +$98.3M (+22.2%) vs. Q1 2024
- New holders
- 25
- 55 more added
- Sold out
- 18
- 69 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 200 | $0 | 0.00% | −255,360−99.9% | Reduced |
| Covestor Ltd | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | +14 | New |
| Allworth Financial LP | 1 | $2 | 0.00% | −2,509−100.0% | Reduced |
| Brown Brothers Harriman & Co | 8 | $23 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 11 | $27 | 0.00% | +11 | New |
| Larson Financial Group LLC | 10 | $31 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 16 | $46 | 0.00% | +16 | New |
| Steward Partners Investment Advisory, LLC | 20 | $61 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $77 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 30 | $92 | 0.00% | +30 | New |
| Farther Finance Advisors, LLC | 35 | $105 | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $153 | 0.00% | +50 | New |
| Winch Advisory Services, LLC | 61 | $187 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 100 | $305 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $305 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 152 | $464 | 0.00% | −699−82.1% | Reduced |
| Rothschild Investment LLC | 155 | $473 | 0.00% | +105+210.0% | Added |
| Federated Hermes, Inc. | 197 | $601 | 0.00% | +196+19,600.0% | Added |
| Glen Eagle Advisors, LLC | 200 | $610 | 0.00% | +200 | New |
| Sound Income Strategies, LLC | 245 | $746 | 0.00% | −3−1.2% | Reduced |
| Quarry LP | 248 | $756 | 0.00% | +248 | New |
| Castleview Partners, LLC | 257 | $784 | 0.00% | +257 | New |
| Atlantic Trust, LLC | 294 | $897 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 486 | $1.00K | 0.00% | +65+15.4% | Added |
| Parallel Advisors, LLC | 501 | $1.53K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 578 | $1.76K | 0.00% | +578 | New |
| Jones Financial Companies LLLP | 700 | $2.13K | 0.00% | +700 | New |
| Proequities, Inc. | 800 | $2.44K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 819 | $2.50K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 850 | $2.56K | 0.00% | +850 | New |
| VisionPoint Advisory Group, LLC | 851 | $2.60K | 0.00% | +851 | New |
| Macquarie Group Ltd | 901 | $2.74K | 0.00% | +901 | New |
| Lindbrook Capital, LLC | 909 | $2.77K | 0.00% | −338−27.1% | Reduced |
| Comerica Bank | 1,613 | $4.92K | 0.00% | +590+57.7% | Added |
| Allspring Global Investments Holdings, LLC | 2,204 | $6.72K | 0.00% | −13,096−85.6% | Reduced |
| Natixis | 2,618 | $7.99K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,665 | $8.13K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,049 | $9.30K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,470 | $10.6K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4,607 | $14.1K | 0.01% | +10+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,847 | $14.4K | 0.00% | −71,037−93.6% | Reduced |
| US Bancorp | 5,088 | $15.5K | 0.00% | +4,733+1,333.2% | Added |
| Advisor Group Holdings, Inc. | 6,442 | $19.6K | 0.00% | −11,124−63.3% | Reduced |
| Harbor Investment Advisory, LLC | 7,000 | $21.4K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 7,110 | $21.7K | 0.00% | +7,110 | New |
| Global Retirement Partners, LLC | 7,610 | $23.2K | 0.00% | +2,320+43.9% | Added |
| Amalgamated Bank | 8,170 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10,429 | $31.8K | 0.00% | +6+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,906 | $33.0K | 0.00% | +29+0.3% | Added |
| Susquehanna International Group, LLP | 11,672 | $35.6K | 0.00% | +11,672 | New |
| Verum Partners LLC | 11,975 | $36.5K | 0.01% | +214+1.8% | Added |
| CI Private Wealth, LLC | 12,601 | $38.4K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 12,648 | $38.6K | 0.00% | −361−2.8% | Reduced |
| Two Sigma Securities, LLC | 12,707 | $38.8K | 0.00% | −24,590−65.9% | Reduced |
| Gotham Asset Management, LLC | 12,778 | $39.0K | 0.00% | −2,749−17.7% | Reduced |
| Xponance, Inc. | 13,627 | $41.6K | 0.00% | −412−2.9% | Reduced |
| Nissay Asset Management Corp | 14,281 | $43.6K | 0.00% | +1,059+8.0% | Added |
| Old Port Advisors | 14,459 | $44.1K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 14,564 | $44.4K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 15,694 | $47.9K | 0.00% | −1,507−8.8% | Reduced |
| Metis Global Partners, LLC | 17,007 | $51.9K | 0.00% | +1,428+9.2% | Added |
| State of Wisconsin Investment Board | 17,649 | $53.8K | 0.00% | −259,620−93.6% | Reduced |
| Balyasny Asset Management LLC | 18,196 | $55.5K | 0.00% | +18,196 | New |
| Onyx Bridge Wealth Group LLC | 18,425 | $56.2K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 18,509 | $56.5K | 0.01% | −5,325−22.3% | Reduced |
| Atomi Financial Group, Inc. | 18,832 | $57.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 19,634 | $59.9K | 0.00% | +1,217+6.6% | Added |
| Commonwealth Equity Services, LLC | 20,130 | $61.0K | 0.00% | −211−1.0% | Reduced |
| Pensionfund Sabic | 20,000 | $61.0K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 20,212 | $61.6K | 0.00% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 20,395 | $62.2K | 0.01% | +20,395 | New |
| Mackenzie Financial Corp | 20,726 | $63.2K | 0.00% | −7,970−27.8% | Reduced |
| Principal Financial Group Inc | 21,419 | $65.3K | 0.00% | −6,064−22.1% | Reduced |
| Cresset Asset Management, LLC | 21,600 | $65.9K | 0.00% | +21,600 | New |
| M&T Bank Corp | 22,028 | $67.2K | 0.00% | −291−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 22,417 | $68.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 22,565 | $68.8K | 0.00% | −1,419−5.9% | Reduced |
| Simplicity Wealth,LLC | 22,796 | $69.5K | 0.00% | +176+0.8% | Added |
| Bleakley Financial Group, LLC | 22,796 | $69.5K | 0.00% | +176+0.8% | Added |
| Royal Bank of Canada | 23,105 | $70.0K | 0.00% | +13,996+153.7% | Added |
| Ameritas Investment Partners, Inc. | 23,576 | $71.9K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $72.8K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 23,892 | $72.9K | 0.00% | −805−3.3% | Reduced |
| XTX Topco Ltd | 24,142 | $73.6K | 0.01% | +24,142 | New |
| Ethic Inc. | 26,422 | $80.6K | 0.00% | −874−3.2% | Reduced |
| HSBC Holdings PLC | 27,242 | $80.9K | 0.00% | +246+0.9% | Added |
| Victory Capital Management Inc | 27,798 | $84.8K | 0.00% | −592−2.1% | Reduced |
| ExodusPoint Capital Management, LP | 29,692 | $91.0K | 0.00% | −94,446−76.1% | Reduced |
| Gould Capital, LLC | 31,745 | $96.8K | 0.07% | +133+0.4% | Added |
| ProShare Advisors LLC | 32,021 | $97.7K | 0.00% | −10,930−25.4% | Reduced |
| Quantbot Technologies LP | 32,525 | $99.2K | 0.00% | −27,604−45.9% | Reduced |
| JustInvest LLC | 33,745 | $102.9K | 0.00% | +1,789+5.6% | Added |
| LPL Financial LLC | 38,978 | $118.9K | 0.00% | +38,978 | New |
| Engineers Gate Manager LP | 39,540 | $120.6K | 0.00% | +342+0.9% | Added |
| Tower Research Capital LLC (TRC) | 41,102 | $125.4K | 0.00% | +38,273+1,352.9% | Added |
| SG Americas Securities, LLC | 41,351 | $126.0K | 0.00% | −43,206−51.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,899 | $127.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 42,800 | $130.5K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 46,466 | $141.7K | 0.03% | −29,026−38.4% | Reduced |