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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 47,184 | $108.5K | 0.00% | +47,184 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 44,864 | $103.2K | 0.03% | +25,614+133.1% | Added |
| STRS Ohio | 42,800 | $98.4K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,899 | $96.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 41,501 | $95.5K | 0.00% | +19,100+85.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,340 | $92.8K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 37,698 | $86.7K | 0.00% | +7,777+26.0% | Added |
| LPL Financial LLC | 35,836 | $82.4K | 0.00% | +2,189+6.5% | Added |
| Ameriprise Financial Inc | 35,692 | $82.1K | 0.00% | −156,423−81.4% | Reduced |
| Quantbot Technologies LP | 34,175 | $78.6K | 0.00% | +13,388+64.4% | Added |
| Pictet Asset Management Holding SA | 34,147 | $78.5K | 0.00% | +19,583+134.5% | Added |
| First Trust Advisors LP | 33,606 | $77.3K | 0.00% | −113−0.3% | Reduced |
| JustInvest LLC | 33,405 | $76.8K | 0.00% | +2,255+7.2% | Added |
| KLP Kapitalforvaltning AS | 32,900 | $75.7K | 0.00% | +32,900 | New |
| Gould Capital, LLC | 30,963 | $71.2K | 0.05% | +120+0.4% | Added |
| BNP Paribas Arbitrage, SA | 28,434 | $65.4K | 0.00% | +28,434 | New |
| Verition Fund Management LLC | 27,801 | $63.9K | 0.00% | −11,464−29.2% | Reduced |
| Victory Capital Management Inc | 26,733 | $61.5K | 0.00% | −599−2.2% | Reduced |
| Ethic Inc. | 25,851 | $59.5K | 0.00% | −1,445−5.3% | Reduced |
| HSBC Holdings PLC | 25,640 | $58.3K | 0.00% | −2,293−8.2% | Reduced |
| Smith Asset Management Co., LLC | 23,643 | $54.4K | 0.05% | +23,643 | New |
| Metis Global Partners, LLC | 23,610 | $54.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 23,576 | $54.2K | 0.00% | 00.0% | Unchanged |
| Rpo LLC | 23,557 | $54.2K | 0.07% | +23,557 | New |
| Tudor Investment Corp Et Al | 23,111 | $53.2K | 0.00% | +2,357+11.4% | Added |
| Public Employees Retirement Association of Colorado | 22,417 | $52.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 22,519 | $51.8K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 22,052 | $50.7K | 0.00% | +67+0.3% | Added |
| Point72 Asset Management, L.P. | 20,212 | $46.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 20,116 | $46.3K | 0.00% | −181,726−90.0% | Reduced |
| Pensionfund Sabic | 20,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 18,832 | $43.3K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 18,400 | $42.3K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 18,140 | $41.7K | 0.00% | −602−3.2% | Reduced |
| Boothbay Fund Management, LLC | 17,668 | $40.6K | 0.00% | +17,668 | New |
| Neuberger Berman Group LLC | 17,525 | $40.3K | 0.00% | +17,525 | New |
| Point72 (DIFC) Ltd | 16,326 | $37.6K | 0.00% | +16,326 | New |
| Deerfield Management Company, L.P. (Series C) | 15,845 | $36.4K | 0.00% | +15,845 | New |
| Coldstream Capital Management Inc | 15,694 | $36.1K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 15,633 | $36.0K | 0.00% | +1,311+9.2% | Added |
| Mackenzie Financial Corp | 15,549 | $35.8K | 0.00% | −19,973−56.2% | Reduced |
| Nissay Asset Management Corp | 15,685 | $34.0K | 0.00% | +814+5.5% | Added |
| CI Private Wealth, LLC | 12,981 | $29.9K | 0.00% | +380+3.0% | Added |
| Wolverine Trading, LLC | 12,663 | $28.4K | 0.00% | +12,663 | New |
| Verus Capital Partners, LLC | 12,285 | $28.3K | 0.00% | −363−2.9% | Reduced |
| Principal Financial Group Inc | 12,093 | $27.8K | 0.00% | −3,125−20.5% | Reduced |
| Old Port Advisors | 11,772 | $27.1K | 0.01% | −2,226−15.9% | Reduced |
| Verum Partners LLC | 11,401 | $26.2K | 0.01% | −518−4.3% | Reduced |
| Atria Wealth Solutions, Inc. | 10,000 | $23.0K | 0.00% | +10,000 | New |
| Amalgamated Bank | 8,170 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,772 | $17.9K | 0.00% | +3,081+65.7% | Added |
| Harbor Investment Advisory, LLC | 7,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6,996 | $16.1K | 0.00% | +6,211+791.2% | Added |
| Global Retirement Partners, LLC | 5,290 | $12.2K | 0.00% | −2,320−30.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,002 | $11.5K | 0.00% | +203+4.2% | Added |
| Skopos Labs, Inc. | 4,586 | $10.5K | 0.00% | +4,586 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,699 | $10.2K | 0.00% | −1,839−28.1% | Reduced |
| Signaturefd, LLC | 3,198 | $7.36K | 0.00% | +1,416+79.5% | Added |
| Quadrant Capital Group LLC | 3,049 | $7.01K | 0.00% | −197−6.1% | Reduced |
| GF Fund Management Co. Ltd. | 3,036 | $6.98K | 0.00% | +3,036 | New |
| US Bancorp | 2,772 | $6.38K | 0.00% | −1,155−29.4% | Reduced |
| GAMMA Investing LLC | 2,665 | $6.13K | 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 |
| Larson Financial Group LLC | 2,030 | $4.67K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,144 | $2.63K | 0.00% | +1,144 | New |
| Comerica Bank | 1,023 | $2.35K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 909 | $2.09K | 0.00% | −782−46.2% | Reduced |
| ORG Partners LLC | 850 | $1.96K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 800 | $1.66K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 700 | $1.61K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 578 | $1.33K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 501 | $1.15K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 500 | $1.15K | 0.00% | +500 | New |
| Bessemer Group Inc | 345 | $1.00K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 407 | $936 | 0.00% | +407 | New |
| AdvisorNet Financial, Inc | 350 | $805 | 0.00% | +350 | New |
| Truvestments Capital LLC | 300 | $690 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 300 | $690 | 0.00% | +300 | New |
| Atlantic Trust, LLC | 294 | $676 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 271 | $623 | 0.00% | +271 | New |
| Steward Partners Investment Advisory, LLC | 250 | $575 | 0.00% | −35−12.3% | Reduced |
| Studio Investment Management LLC | 250 | $575 | 0.00% | +250 | New |
| Sound Income Strategies, LLC | 245 | $563 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 246 | $551 | 0.00% | +246 | New |
| CoreCap Advisors, LLC | 214 | $492 | 0.00% | +214 | New |
| Glen Eagle Advisors, LLC | 200 | $460 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 195 | $449 | 0.00% | −145−42.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 152 | $350 | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $115 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 49 | $113 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $111 | 0.00% | +25+108.7% | Added |
| Farther Finance Advisors, LLC | 47 | $108 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 25 | $57 | 0.00% | +25 | New |
| Aventura Private Wealth, LLC | 23 | $53 | 0.00% | +23 | New |
| Caitong International Asset Management Co., Ltd | 19 | $44 | 0.00% | +19 | New |
| PSI Advisors, LLC | 16 | $35 | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 15 | $35 | 0.00% | +15 | New |
| Dunhill Financial, LLC | 12 | $27 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $17 | 0.00% | 00.0% | Unchanged |