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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 44,552 | $186.7K | 0.00% | +44,552 | New |
| Fidelis Capital Partners, LLC | 55,315 | $186.4K | 0.02% | +357+0.6% | Added |
| STRS Ohio | 42,800 | $179.3K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 42,445 | $177.8K | 0.00% | −95,732−69.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,899 | $175.6K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 41,274 | $172.9K | 0.00% | +9,253+28.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,340 | $169.0K | 0.00% | +16,456+68.9% | Added |
| Verition Fund Management LLC | 39,265 | $164.5K | 0.00% | −25,650−39.5% | Reduced |
| Mackenzie Financial Corp | 35,522 | $148.8K | 0.00% | +14,796+71.4% | Added |
| First Trust Advisors LP | 33,719 | $141.3K | 0.00% | +9,827+41.1% | Added |
| LPL Financial LLC | 33,647 | $141.0K | 0.00% | −5,331−13.7% | Reduced |
| Susquehanna International Group, LLP | 32,174 | $134.8K | 0.00% | +20,502+175.7% | Added |
| JustInvest LLC | 31,150 | $130.5K | 0.00% | −2,595−7.7% | Reduced |
| Gould Capital, LLC | 30,843 | $129.2K | 0.08% | −902−2.8% | Reduced |
| Engineers Gate Manager LP | 29,921 | $125.4K | 0.00% | −9,619−24.3% | Reduced |
| New York Life Investment Management LLC | 28,167 | $118.0K | 0.00% | −32,768−53.8% | Reduced |
| HSBC Holdings PLC | 27,933 | $116.9K | 0.00% | +691+2.5% | Added |
| Victory Capital Management Inc | 27,332 | $114.5K | 0.00% | −466−1.7% | Reduced |
| Royal Bank of Canada | 24,849 | $104.0K | 0.00% | +1,744+7.5% | Added |
| Metis Global Partners, LLC | 23,610 | $98.9K | 0.00% | +6,603+38.8% | Added |
| Ameritas Investment Partners, Inc. | 23,576 | $98.8K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 22,519 | $94.4K | 0.00% | −46−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 22,417 | $94.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 22,401 | $93.9K | 0.00% | +2,767+14.1% | Added |
| Two Sigma Securities, LLC | 22,060 | $92.4K | 0.01% | +9,353+73.6% | Added |
| M&T Bank Corp | 21,985 | $92.1K | 0.00% | −43−0.2% | Reduced |
| Quantbot Technologies LP | 20,787 | $87.1K | 0.00% | −11,738−36.1% | Reduced |
| Tudor Investment Corp Et Al | 20,754 | $87.0K | 0.00% | +20,754 | New |
| New England Private Wealth Advisors LLC | 20,395 | $85.5K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 20,212 | $84.7K | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 20,000 | $84.0K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 19,722 | $82.6K | 0.01% | +19,722 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 19,250 | $80.7K | 0.02% | −27,216−58.6% | Reduced |
| Atomi Financial Group, Inc. | 18,832 | $78.9K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 18,742 | $78.5K | 0.00% | −4,054−17.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,400 | $77.1K | 0.01% | −25−0.1% | Reduced |
| Inceptionr LLC | 16,176 | $67.8K | 0.02% | +16,176 | New |
| Ethic Inc. | 27,296 | $67.1K | 0.00% | +874+3.3% | Added |
| Coldstream Capital Management Inc | 15,694 | $65.8K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 15,218 | $63.8K | 0.00% | −6,201−29.0% | Reduced |
| Nissay Asset Management Corp | 14,871 | $62.3K | 0.00% | +590+4.1% | Added |
| Pictet Asset Management Holding SA | 14,564 | $61.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 14,322 | $60.0K | 0.00% | +695+5.1% | Added |
| Old Port Advisors | 13,998 | $58.6K | 0.02% | −461−3.2% | Reduced |
| Verus Capital Partners, LLC | 12,648 | $53.0K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 12,601 | $52.8K | 0.00% | 00.0% | Unchanged |
| Verum Partners LLC | 11,919 | $49.9K | 0.01% | −56−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,929 | $46.0K | 0.00% | +23+0.2% | Added |
| Amalgamated Bank | 8,170 | $34.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,610 | $31.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,000 | $29.3K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 6,461 | $27.0K | 0.00% | +6,261+3,130.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,538 | $24.6K | 0.00% | +1,691+34.9% | Added |
| Harbor Capital Advisors, Inc. | 4,905 | $21.0K | 0.00% | +4,905 | New |
| Advisor Group Holdings, Inc. | 4,799 | $20.1K | 0.00% | −1,643−25.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,691 | $19.7K | 0.00% | −36,411−88.6% | Reduced |
| US Bancorp | 3,927 | $16.5K | 0.00% | −1,161−22.8% | Reduced |
| Quadrant Capital Group LLC | 3,246 | $13.6K | 0.00% | +197+6.5% | Added |
| GAMMA Investing LLC | 2,665 | $11.2K | 0.00% | 00.0% | Unchanged |
| Natixis | 2,618 | $11.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,030 | $8.50K | 0.00% | +2,020+20,200.0% | Added |
| Signaturefd, LLC | 1,782 | $7.47K | 0.00% | +963+117.6% | Added |
| Lindbrook Capital, LLC | 1,691 | $7.08K | 0.00% | +782+86.0% | Added |
| Quarry LP | 1,253 | $5.25K | 0.00% | +1,005+405.2% | Added |
| Comerica Bank | 1,023 | $4.29K | 0.00% | −590−36.6% | Reduced |
| ORG Partners LLC | 850 | $3.56K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 800 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 785 | $3.29K | 0.00% | +785 | New |
| Jones Financial Companies LLLP | 700 | $2.64K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 578 | $2.42K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 543 | $2.27K | 0.00% | +346+175.6% | Added |
| Parallel Advisors, LLC | 501 | $2.10K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 340 | $1.43K | 0.00% | +185+119.4% | Added |
| Truvestments Capital LLC | 300 | $1.26K | 0.00% | +300 | New |
| Allspring Global Investments Holdings, LLC | 297 | $1.24K | 0.00% | −1,907−86.5% | Reduced |
| Atlantic Trust, LLC | 294 | $1.23K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 285 | $1.19K | 0.00% | +265+1,325.0% | Added |
| Sound Income Strategies, LLC | 245 | $1.02K | 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 |
| Glen Eagle Advisors, LLC | 200 | $838 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 152 | $637 | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $210 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 49 | $205 | 0.00% | +49 | New |
| Farther Finance Advisors, LLC | 47 | $197 | 0.00% | +12+34.3% | Added |
| Creekmur Asset Management LLC | 30 | $126 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $96 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 16 | $63 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $49 | 0.00% | +12 | New |
| Brown Brothers Harriman & Co | 8 | $32 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $4 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 446,723 | – | – | −14,056−3.1% | Reduced |
| Norges Bank | 0 | $0 | 0.00% | −266,700−100.0% | Sold out |
| Beryl Capital Management LLC | 0 | $0 | 0.00% | −126,038−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −88,223−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,692−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −24,142−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −22,796−100.0% | Sold out |