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, Q3 2024
Institutional positions in Diversified Healthcare Trust as of Sep 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
- 194
- +4 vs. Q2 2024
- Shares held
- 180.0M
- +19.4M (+12.1%) vs. Q2 2024
- Total value
- $752.2M
- +$263.8M (+54.0%) vs. Q2 2024
- New holders
- 27
- 58 more added
- Sold out
- 23
- 56 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 40 | $0 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $4 | 0.00% | +1 | New |
| Brown Brothers Harriman & Co | 8 | $32 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $49 | 0.00% | +12 | New |
| PSI Advisors, LLC | 16 | $63 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $96 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 30 | $126 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 47 | $197 | 0.00% | +12+34.3% | Added |
| Bryn Mawr Trust Co | 49 | $205 | 0.00% | +49 | New |
| City State Bank | 50 | $210 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 152 | $637 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $838 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 347 | $1.00K | 0.00% | −139−28.6% | Reduced |
| Bessemer Group Inc | 345 | $1.00K | 0.00% | +345 | New |
| Sound Income Strategies, LLC | 245 | $1.02K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 285 | $1.19K | 0.00% | +265+1,325.0% | Added |
| Atlantic Trust, LLC | 294 | $1.23K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 297 | $1.24K | 0.00% | −1,907−86.5% | Reduced |
| Truvestments Capital LLC | 300 | $1.26K | 0.00% | +300 | New |
| Rothschild Investment LLC | 340 | $1.43K | 0.00% | +185+119.4% | Added |
| Parallel Advisors, LLC | 501 | $2.10K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 543 | $2.27K | 0.00% | +346+175.6% | Added |
| SRS Capital Advisors, Inc. | 578 | $2.42K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 700 | $2.64K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 785 | $3.29K | 0.00% | +785 | New |
| Proequities, Inc. | 800 | $3.35K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 850 | $3.56K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,023 | $4.29K | 0.00% | −590−36.6% | Reduced |
| Quarry LP | 1,253 | $5.25K | 0.00% | +1,005+405.2% | Added |
| Lindbrook Capital, LLC | 1,691 | $7.08K | 0.00% | +782+86.0% | Added |
| Signaturefd, LLC | 1,782 | $7.47K | 0.00% | +963+117.6% | Added |
| Larson Financial Group LLC | 2,030 | $8.50K | 0.00% | +2,020+20,200.0% | Added |
| Natixis | 2,618 | $11.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,665 | $11.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,246 | $13.6K | 0.00% | +197+6.5% | Added |
| US Bancorp | 3,927 | $16.5K | 0.00% | −1,161−22.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,691 | $19.7K | 0.00% | −36,411−88.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,799 | $20.1K | 0.00% | −1,643−25.5% | Reduced |
| Harbor Capital Advisors, Inc. | 4,905 | $21.0K | 0.00% | +4,905 | New |
| Mirae Asset Global Investments Co., Ltd. | 6,538 | $24.6K | 0.00% | +1,691+34.9% | Added |
| Acadian Asset Management LLC | 6,461 | $27.0K | 0.00% | +6,261+3,130.5% | Added |
| Harbor Investment Advisory, LLC | 7,000 | $29.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,610 | $31.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,170 | $34.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,929 | $46.0K | 0.00% | +23+0.2% | Added |
| Verum Partners LLC | 11,919 | $49.9K | 0.01% | −56−0.5% | Reduced |
| CI Private Wealth, LLC | 12,601 | $52.8K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 12,648 | $53.0K | 0.01% | 00.0% | Unchanged |
| Old Port Advisors | 13,998 | $58.6K | 0.02% | −461−3.2% | Reduced |
| Xponance, Inc. | 14,322 | $60.0K | 0.00% | +695+5.1% | Added |
| Pictet Asset Management Holding SA | 14,564 | $61.0K | 0.00% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 14,871 | $62.3K | 0.00% | +590+4.1% | Added |
| Principal Financial Group Inc | 15,218 | $63.8K | 0.00% | −6,201−29.0% | Reduced |
| Coldstream Capital Management Inc | 15,694 | $65.8K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 27,296 | $67.1K | 0.00% | +874+3.3% | Added |
| Inceptionr LLC | 16,176 | $67.8K | 0.02% | +16,176 | New |
| Onyx Bridge Wealth Group LLC | 18,400 | $77.1K | 0.01% | −25−0.1% | Reduced |
| Bleakley Financial Group, LLC | 18,742 | $78.5K | 0.00% | −4,054−17.8% | Reduced |
| Atomi Financial Group, Inc. | 18,832 | $78.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 19,250 | $80.7K | 0.02% | −27,216−58.6% | Reduced |
| Headlands Technologies LLC | 19,722 | $82.6K | 0.01% | +19,722 | New |
| Pensionfund Sabic | 20,000 | $84.0K | 0.03% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 20,212 | $84.7K | 0.00% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 20,395 | $85.5K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 20,754 | $87.0K | 0.00% | +20,754 | New |
| Quantbot Technologies LP | 20,787 | $87.1K | 0.00% | −11,738−36.1% | Reduced |
| M&T Bank Corp | 21,985 | $92.1K | 0.00% | −43−0.2% | Reduced |
| Two Sigma Securities, LLC | 22,060 | $92.4K | 0.01% | +9,353+73.6% | Added |
| Creative Planning | 22,401 | $93.9K | 0.00% | +2,767+14.1% | Added |
| Public Employees Retirement Association of Colorado | 22,417 | $94.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 22,519 | $94.4K | 0.00% | −46−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 23,576 | $98.8K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 23,610 | $98.9K | 0.00% | +6,603+38.8% | Added |
| Royal Bank of Canada | 24,849 | $104.0K | 0.00% | +1,744+7.5% | Added |
| Victory Capital Management Inc | 27,332 | $114.5K | 0.00% | −466−1.7% | Reduced |
| HSBC Holdings PLC | 27,933 | $116.9K | 0.00% | +691+2.5% | Added |
| New York Life Investment Management LLC | 28,167 | $118.0K | 0.00% | −32,768−53.8% | Reduced |
| Engineers Gate Manager LP | 29,921 | $125.4K | 0.00% | −9,619−24.3% | Reduced |
| Gould Capital, LLC | 30,843 | $129.2K | 0.08% | −902−2.8% | Reduced |
| JustInvest LLC | 31,150 | $130.5K | 0.00% | −2,595−7.7% | Reduced |
| Susquehanna International Group, LLP | 32,174 | $134.8K | 0.00% | +20,502+175.7% | Added |
| LPL Financial LLC | 33,647 | $141.0K | 0.00% | −5,331−13.7% | Reduced |
| First Trust Advisors LP | 33,719 | $141.3K | 0.00% | +9,827+41.1% | Added |
| Mackenzie Financial Corp | 35,522 | $148.8K | 0.00% | +14,796+71.4% | Added |
| Verition Fund Management LLC | 39,265 | $164.5K | 0.00% | −25,650−39.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,340 | $169.0K | 0.00% | +16,456+68.9% | Added |
| ProShare Advisors LLC | 41,274 | $172.9K | 0.00% | +9,253+28.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,899 | $175.6K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 42,445 | $177.8K | 0.00% | −95,732−69.3% | Reduced |
| STRS Ohio | 42,800 | $179.3K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 55,315 | $186.4K | 0.02% | +357+0.6% | Added |
| Intech Investment Management LLC | 44,552 | $186.7K | 0.00% | +44,552 | New |
| State of Wyoming | 47,109 | $197.4K | 0.03% | +47,109 | New |
| Arizona State Retirement System | 48,503 | $203.2K | 0.00% | +1,389+2.9% | Added |
| Cubist Systematic Strategies, LLC | 48,697 | $204.0K | 0.00% | +48,697 | New |
| Pensionfund DSM Netherlands | 50,000 | $210.0K | 0.10% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,617 | $212.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 53,316 | $223.4K | 0.00% | −29,700−35.8% | Reduced |
| FMR LLC | 57,138 | $239.4K | 0.00% | +1,020+1.8% | Added |