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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Gould Capital, LLC | 31,745 | $96.8K | 0.07% | +133+0.4% | Added |
| ExodusPoint Capital Management, LP | 29,692 | $91.0K | 0.00% | −94,446−76.1% | Reduced |
| Victory Capital Management Inc | 27,798 | $84.8K | 0.00% | −592−2.1% | Reduced |
| HSBC Holdings PLC | 27,242 | $80.9K | 0.00% | +246+0.9% | Added |
| Ethic Inc. | 26,422 | $80.6K | 0.00% | −874−3.2% | Reduced |
| XTX Topco Ltd | 24,142 | $73.6K | 0.01% | +24,142 | New |
| First Trust Advisors LP | 23,892 | $72.9K | 0.00% | −805−3.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,884 | $72.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 23,576 | $71.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 23,105 | $70.0K | 0.00% | +13,996+153.7% | Added |
| 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 |
| SEI Investments Co | 22,565 | $68.8K | 0.00% | −1,419−5.9% | Reduced |
| Public Employees Retirement Association of Colorado | 22,417 | $68.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 22,028 | $67.2K | 0.00% | −291−1.3% | Reduced |
| Cresset Asset Management, LLC | 21,600 | $65.9K | 0.00% | +21,600 | New |
| Principal Financial Group Inc | 21,419 | $65.3K | 0.00% | −6,064−22.1% | Reduced |
| Mackenzie Financial Corp | 20,726 | $63.2K | 0.00% | −7,970−27.8% | Reduced |
| New England Private Wealth Advisors LLC | 20,395 | $62.2K | 0.01% | +20,395 | New |
| Point72 Asset Management, L.P. | 20,212 | $61.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Creative Planning | 19,634 | $59.9K | 0.00% | +1,217+6.6% | Added |
| Atomi Financial Group, Inc. | 18,832 | $57.4K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 18,509 | $56.5K | 0.01% | −5,325−22.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,425 | $56.2K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 18,196 | $55.5K | 0.00% | +18,196 | New |
| State of Wisconsin Investment Board | 17,649 | $53.8K | 0.00% | −259,620−93.6% | Reduced |
| Metis Global Partners, LLC | 17,007 | $51.9K | 0.00% | +1,428+9.2% | Added |
| Coldstream Capital Management Inc | 15,694 | $47.9K | 0.00% | −1,507−8.8% | Reduced |
| Pictet Asset Management Holding SA | 14,564 | $44.4K | 0.00% | 00.0% | Unchanged |
| Old Port Advisors | 14,459 | $44.1K | 0.01% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 14,281 | $43.6K | 0.00% | +1,059+8.0% | Added |
| Xponance, Inc. | 13,627 | $41.6K | 0.00% | −412−2.9% | Reduced |
| Gotham Asset Management, LLC | 12,778 | $39.0K | 0.00% | −2,749−17.7% | Reduced |
| Two Sigma Securities, LLC | 12,707 | $38.8K | 0.00% | −24,590−65.9% | Reduced |
| Verus Capital Partners, LLC | 12,648 | $38.6K | 0.00% | −361−2.8% | Reduced |
| CI Private Wealth, LLC | 12,601 | $38.4K | 0.00% | 00.0% | Unchanged |
| Verum Partners LLC | 11,975 | $36.5K | 0.01% | +214+1.8% | Added |
| Susquehanna International Group, LLP | 11,672 | $35.6K | 0.00% | +11,672 | New |
| Cambridge Investment Research Advisors, Inc. | 10,906 | $33.0K | 0.00% | +29+0.3% | Added |
| Ellevest, Inc. | 10,429 | $31.8K | 0.00% | +6+0.1% | Added |
| Amalgamated Bank | 8,170 | $25.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,610 | $23.2K | 0.00% | +2,320+43.9% | Added |
| Point72 (DIFC) Ltd | 7,110 | $21.7K | 0.00% | +7,110 | New |
| Harbor Investment Advisory, LLC | 7,000 | $21.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,442 | $19.6K | 0.00% | −11,124−63.3% | Reduced |
| US Bancorp | 5,088 | $15.5K | 0.00% | +4,733+1,333.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,847 | $14.4K | 0.00% | −71,037−93.6% | Reduced |
| Tyler-Stone Wealth Management | 4,607 | $14.1K | 0.01% | +10+0.2% | Added |
| CoreCap Advisors, LLC | 3,470 | $10.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,049 | $9.30K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,665 | $8.13K | 0.00% | 00.0% | Unchanged |
| Natixis | 2,618 | $7.99K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,204 | $6.72K | 0.00% | −13,096−85.6% | Reduced |
| Comerica Bank | 1,613 | $4.92K | 0.00% | +590+57.7% | Added |
| Lindbrook Capital, LLC | 909 | $2.77K | 0.00% | −338−27.1% | Reduced |
| Macquarie Group Ltd | 901 | $2.74K | 0.00% | +901 | New |
| VisionPoint Advisory Group, LLC | 851 | $2.60K | 0.00% | +851 | New |
| ORG Partners LLC | 850 | $2.56K | 0.00% | +850 | New |
| Signaturefd, LLC | 819 | $2.50K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 800 | $2.44K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 700 | $2.13K | 0.00% | +700 | New |
| SRS Capital Advisors, Inc. | 578 | $1.76K | 0.00% | +578 | New |
| Parallel Advisors, LLC | 501 | $1.53K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 486 | $1.00K | 0.00% | +65+15.4% | Added |
| Atlantic Trust, LLC | 294 | $897 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 257 | $784 | 0.00% | +257 | New |
| Quarry LP | 248 | $756 | 0.00% | +248 | New |
| Sound Income Strategies, LLC | 245 | $746 | 0.00% | −3−1.2% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $610 | 0.00% | +200 | New |
| Federated Hermes, Inc. | 197 | $601 | 0.00% | +196+19,600.0% | Added |
| Rothschild Investment LLC | 155 | $473 | 0.00% | +105+210.0% | Added |
| Newbridge Financial Services Group, Inc. | 152 | $464 | 0.00% | −699−82.1% | Reduced |
| Fifth Third Bancorp | 100 | $305 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $305 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 61 | $187 | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $153 | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 35 | $105 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 30 | $92 | 0.00% | +30 | New |
| EverSource Wealth Advisors, LLC | 23 | $77 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $61 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 16 | $46 | 0.00% | +16 | New |
| Larson Financial Group LLC | 10 | $31 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 11 | $27 | 0.00% | +11 | New |
| Brown Brothers Harriman & Co | 8 | $23 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $2 | 0.00% | −2,509−100.0% | Reduced |
| 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 |
| Garner Asset Management Corp | 460,779 | – | – | −5,652−1.2% | Reduced |
| LSV Asset Management | 0 | $0 | 0.00% | −385,704−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −120,524−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −117,816−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −62,125−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −49,607−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −45,025−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −18,113−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −16,718−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −16,049−100.0% | Sold out |