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, Q4 2024
Institutional positions in Diversified Healthcare Trust as of Dec 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
- 205
- +11 vs. Q3 2024
- Shares held
- 181.3M
- +1.31M (+0.7%) vs. Q3 2024
- Total value
- $416.2M
- −$336.0M (−44.7%) vs. Q3 2024
- New holders
- 35
- 64 more added
- Sold out
- 24
- 51 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 79 | $0 | 0.00% | +39+97.5% | Added |
| National Bank of Canada | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1 | $4 | 0.00% | +1 | New |
| IFP Advisors, Inc | 7 | $16 | 0.00% | +7 | New |
| Brown Brothers Harriman & Co | 8 | $17 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $27 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 16 | $35 | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 15 | $35 | 0.00% | +15 | New |
| Caitong International Asset Management Co., Ltd | 19 | $44 | 0.00% | +19 | New |
| Aventura Private Wealth, LLC | 23 | $53 | 0.00% | +23 | New |
| TD Waterhouse Canada Inc. | 25 | $57 | 0.00% | +25 | New |
| Farther Finance Advisors, LLC | 47 | $108 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $111 | 0.00% | +25+108.7% | Added |
| Bryn Mawr Trust Co | 49 | $113 | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $115 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 152 | $350 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 195 | $449 | 0.00% | −145−42.6% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $460 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 214 | $492 | 0.00% | +214 | New |
| Smartleaf Asset Management LLC | 246 | $551 | 0.00% | +246 | New |
| Sound Income Strategies, LLC | 245 | $563 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250 | $575 | 0.00% | −35−12.3% | Reduced |
| Studio Investment Management LLC | 250 | $575 | 0.00% | +250 | New |
| Synergy Investment Management, LLC | 271 | $623 | 0.00% | +271 | New |
| Atlantic Trust, LLC | 294 | $676 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $690 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 300 | $690 | 0.00% | +300 | New |
| AdvisorNet Financial, Inc | 350 | $805 | 0.00% | +350 | New |
| POM Investment Strategies, LLC | 407 | $936 | 0.00% | +407 | New |
| Bessemer Group Inc | 345 | $1.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 500 | $1.15K | 0.00% | +500 | New |
| Parallel Advisors, LLC | 501 | $1.15K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 578 | $1.33K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 700 | $1.61K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 800 | $1.66K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 850 | $1.96K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 909 | $2.09K | 0.00% | −782−46.2% | Reduced |
| Comerica Bank | 1,023 | $2.35K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,144 | $2.63K | 0.00% | +1,144 | New |
| Larson Financial Group LLC | 2,030 | $4.67K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,136 | $5.00K | 0.00% | −2,769−56.5% | Reduced |
| CWM, LLC | 2,029 | $5.00K | 0.00% | +1,682+484.7% | Added |
| GAMMA Investing LLC | 2,665 | $6.13K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,772 | $6.38K | 0.00% | −1,155−29.4% | Reduced |
| GF Fund Management Co. Ltd. | 3,036 | $6.98K | 0.00% | +3,036 | New |
| Quadrant Capital Group LLC | 3,049 | $7.01K | 0.00% | −197−6.1% | Reduced |
| Signaturefd, LLC | 3,198 | $7.36K | 0.00% | +1,416+79.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,699 | $10.2K | 0.00% | −1,839−28.1% | Reduced |
| Skopos Labs, Inc. | 4,586 | $10.5K | 0.00% | +4,586 | New |
| Advisor Group Holdings, Inc. | 5,002 | $11.5K | 0.00% | +203+4.2% | Added |
| Global Retirement Partners, LLC | 5,290 | $12.2K | 0.00% | −2,320−30.5% | Reduced |
| Sterling Capital Management LLC | 6,996 | $16.1K | 0.00% | +6,211+791.2% | Added |
| Harbor Investment Advisory, LLC | 7,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,772 | $17.9K | 0.00% | +3,081+65.7% | Added |
| Amalgamated Bank | 8,170 | $19.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,000 | $23.0K | 0.00% | +10,000 | New |
| Verum Partners LLC | 11,401 | $26.2K | 0.01% | −518−4.3% | Reduced |
| Old Port Advisors | 11,772 | $27.1K | 0.01% | −2,226−15.9% | Reduced |
| Principal Financial Group Inc | 12,093 | $27.8K | 0.00% | −3,125−20.5% | Reduced |
| Verus Capital Partners, LLC | 12,285 | $28.3K | 0.00% | −363−2.9% | Reduced |
| Wolverine Trading, LLC | 12,663 | $28.4K | 0.00% | +12,663 | New |
| CI Private Wealth, LLC | 12,981 | $29.9K | 0.00% | +380+3.0% | Added |
| Nissay Asset Management Corp | 15,685 | $34.0K | 0.00% | +814+5.5% | Added |
| Mackenzie Financial Corp | 15,549 | $35.8K | 0.00% | −19,973−56.2% | Reduced |
| Xponance, Inc. | 15,633 | $36.0K | 0.00% | +1,311+9.2% | Added |
| Coldstream Capital Management Inc | 15,694 | $36.1K | 0.00% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 15,845 | $36.4K | 0.00% | +15,845 | New |
| Point72 (DIFC) Ltd | 16,326 | $37.6K | 0.00% | +16,326 | New |
| Neuberger Berman Group LLC | 17,525 | $40.3K | 0.00% | +17,525 | New |
| Boothbay Fund Management, LLC | 17,668 | $40.6K | 0.00% | +17,668 | New |
| Bleakley Financial Group, LLC | 18,140 | $41.7K | 0.00% | −602−3.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,400 | $42.3K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 18,832 | $43.3K | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 20,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 20,116 | $46.3K | 0.00% | −181,726−90.0% | Reduced |
| Point72 Asset Management, L.P. | 20,212 | $46.5K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 22,052 | $50.7K | 0.00% | +67+0.3% | Added |
| SEI Investments Co | 22,519 | $51.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 22,417 | $52.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 23,111 | $53.2K | 0.00% | +2,357+11.4% | Added |
| Rpo LLC | 23,557 | $54.2K | 0.07% | +23,557 | New |
| Ameritas Investment Partners, Inc. | 23,576 | $54.2K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 23,610 | $54.3K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 23,643 | $54.4K | 0.05% | +23,643 | New |
| HSBC Holdings PLC | 25,640 | $58.3K | 0.00% | −2,293−8.2% | Reduced |
| Ethic Inc. | 25,851 | $59.5K | 0.00% | −1,445−5.3% | Reduced |
| Victory Capital Management Inc | 26,733 | $61.5K | 0.00% | −599−2.2% | Reduced |
| Verition Fund Management LLC | 27,801 | $63.9K | 0.00% | −11,464−29.2% | Reduced |
| BNP Paribas Arbitrage, SA | 28,434 | $65.4K | 0.00% | +28,434 | New |
| Gould Capital, LLC | 30,963 | $71.2K | 0.05% | +120+0.4% | Added |
| KLP Kapitalforvaltning AS | 32,900 | $75.7K | 0.00% | +32,900 | New |
| JustInvest LLC | 33,405 | $76.8K | 0.00% | +2,255+7.2% | Added |
| First Trust Advisors LP | 33,606 | $77.3K | 0.00% | −113−0.3% | Reduced |
| Pictet Asset Management Holding SA | 34,147 | $78.5K | 0.00% | +19,583+134.5% | Added |
| Quantbot Technologies LP | 34,175 | $78.6K | 0.00% | +13,388+64.4% | Added |
| Ameriprise Financial Inc | 35,692 | $82.1K | 0.00% | −156,423−81.4% | Reduced |
| LPL Financial LLC | 35,836 | $82.4K | 0.00% | +2,189+6.5% | Added |
| Engineers Gate Manager LP | 37,698 | $86.7K | 0.00% | +7,777+26.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,340 | $92.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 41,501 | $95.5K | 0.00% | +19,100+85.3% | Added |