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, Q1 2025
Institutional positions in Diversified Healthcare Trust as of Mar 31, 2025. 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
- 204
- +2 vs. Q4 2024
- Shares held
- 183.0M
- +2.49M (+1.4%) vs. Q4 2024
- Total value
- $444.6M
- +$30.2M (+7.3%) vs. Q4 2024
- New holders
- 30
- 53 more added
- Sold out
- 28
- 67 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 80 | $0 | 0.00% | +1+1.3% | Added |
| National Bank of Canada | 1 | $2 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7 | $17 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $18 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $24 | 0.00% | −2,020−99.5% | Reduced |
| Dunhill Financial, LLC | 12 | $28 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $48 | 0.00% | −230−92.0% | Reduced |
| Sofos Investments, Inc. | 24 | $58 | 0.00% | +24 | New |
| TD Waterhouse Canada Inc. | 25 | $62 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 33 | $80 | 0.00% | +33 | New |
| Caitong International Asset Management Co., Ltd | 36 | $86 | 0.00% | +17+89.5% | Added |
| EverSource Wealth Advisors, LLC | 40 | $96 | 0.00% | −8−16.7% | Reduced |
| Bryn Mawr Trust Co | 49 | $118 | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $120 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 92 | $221 | 0.00% | +92 | New |
| Newbridge Financial Services Group, Inc. | 152 | $365 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 155 | $372 | 0.00% | +155 | New |
| Glen Eagle Advisors, LLC | 200 | $480 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 204 | $490 | 0.00% | +204 | New |
| CoreCap Advisors, LLC | 207 | $497 | 0.00% | −7−3.3% | Reduced |
| Sound Income Strategies, LLC | 245 | $587 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 255 | $612 | 0.00% | +255 | New |
| N.E.W. Advisory Services LLC | 285 | $684 | 0.00% | +285 | New |
| Atlantic Trust, LLC | 294 | $706 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 300 | $720 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $720 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 350 | $840 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 395 | $948 | 0.00% | +200+102.6% | Added |
| Bessemer Group Inc | 511 | $1.00K | 0.00% | +166+48.1% | Added |
| MAI Capital Management | 500 | $1.20K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 700 | $1.73K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 850 | $2.10K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 909 | $2.18K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 948 | $2.27K | 0.00% | +447+89.2% | Added |
| US Bancorp | 966 | $2.32K | 0.00% | −1,806−65.2% | Reduced |
| Comerica Bank | 1,023 | $2.46K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,128 | $2.79K | 0.00% | +882+358.5% | Added |
| Harbor Capital Advisors, Inc. | 1,873 | $4.00K | 0.00% | −263−12.3% | Reduced |
| Headlands Technologies LLC | 1,864 | $4.47K | 0.00% | +1,864 | New |
| GAMMA Investing LLC | 2,665 | $6.40K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,970 | $7.13K | 0.00% | −2,032−40.6% | Reduced |
| GF Fund Management Co. Ltd. | 3,159 | $7.58K | 0.00% | +123+4.1% | Added |
| Quadrant Capital Group LLC | 3,267 | $7.84K | 0.00% | +218+7.1% | Added |
| CWM, LLC | 3,127 | $8.00K | 0.00% | +1,098+54.1% | Added |
| Sterling Capital Management LLC | 3,769 | $9.05K | 0.00% | −3,227−46.1% | Reduced |
| Farther Finance Advisors, LLC | 3,774 | $9.32K | 0.00% | +3,727+7,929.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,562 | $11.3K | 0.00% | −137−2.9% | Reduced |
| Simplex Trading, LLC | 5,030 | $12.0K | 0.00% | +5,030 | New |
| Signaturefd, LLC | 5,314 | $12.8K | 0.00% | +2,116+66.2% | Added |
| Harbor Investment Advisory, LLC | 7,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,452 | $17.9K | 0.00% | −320−4.1% | Reduced |
| Amalgamated Bank | 8,170 | $20.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,009 | $24.0K | 0.00% | +10,009 | New |
| Ellevest, Inc. | 10,620 | $25.5K | 0.00% | +10,620 | New |
| Renaissance Technologies LLC | 10,700 | $25.7K | 0.00% | +10,700 | New |
| Verum Partners LLC | 11,401 | $27.4K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 11,637 | $27.9K | 0.00% | +11,637 | New |
| Old Port Advisors | 11,713 | $28.1K | 0.01% | −59−0.5% | Reduced |
| Mariner, LLC | 11,970 | $28.7K | 0.00% | +11,970 | New |
| Jain Global LLC | 12,100 | $29.0K | 0.00% | +12,100 | New |
| CI Private Wealth, LLC | 12,581 | $30.2K | 0.00% | −400−3.1% | Reduced |
| Brevan Howard Capital Management LP | 12,993 | $31.2K | 0.00% | +12,993 | New |
| Engineers Gate Manager LP | 13,378 | $32.1K | 0.00% | −24,320−64.5% | Reduced |
| Coldstream Capital Management Inc | 13,815 | $33.2K | 0.00% | −1,879−12.0% | Reduced |
| Neuberger Berman Group LLC | 14,367 | $34.5K | 0.00% | −3,158−18.0% | Reduced |
| Principal Financial Group Inc | 14,624 | $35.1K | 0.00% | +2,531+20.9% | Added |
| BNP Paribas Arbitrage, SA | 14,721 | $35.3K | 0.00% | −13,713−48.2% | Reduced |
| Cetera Investment Advisers | 14,747 | $35.4K | 0.00% | +14,747 | New |
| State of Wisconsin Investment Board | 14,819 | $35.6K | 0.00% | −123,266−89.3% | Reduced |
| Mackenzie Financial Corp | 15,549 | $37.3K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 16,199 | $38.9K | 0.00% | +566+3.6% | Added |
| Verition Fund Management LLC | 16,700 | $40.1K | 0.00% | −11,101−39.9% | Reduced |
| Nissay Asset Management Corp | 16,732 | $40.2K | 0.00% | +1,047+6.7% | Added |
| Chicago Partners Investment Group LLC | 14,034 | $41.0K | 0.00% | +14,034 | New |
| Skopos Labs, Inc. | 18,174 | $43.6K | 0.01% | +13,588+296.3% | Added |
| Onyx Bridge Wealth Group LLC | 18,400 | $44.2K | 0.01% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 18,596 | $44.6K | 0.10% | +18,596 | New |
| Atomi Financial Group, Inc. | 18,982 | $45.6K | 0.00% | +150+0.8% | Added |
| Pensionfund Sabic | 20,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 22,293 | $53.5K | 0.00% | +241+1.1% | Added |
| Public Employees Retirement Association of Colorado | 22,417 | $54.0K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 23,143 | $55.5K | 0.05% | −500−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 23,576 | $56.6K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,775 | $57.1K | 0.00% | −26,842−53.0% | Reduced |
| Teacher Retirement System of Texas | 24,686 | $59.2K | 0.00% | +24,686 | New |
| Victory Capital Management Inc | 26,128 | $62.7K | 0.00% | −605−2.3% | Reduced |
| HSBC Holdings PLC | 25,474 | $62.8K | 0.00% | −166−0.6% | Reduced |
| Metis Global Partners, LLC | 27,523 | $66.1K | 0.00% | +3,913+16.6% | Added |
| Ethic Inc. | 26,990 | $66.7K | 0.00% | +1,139+4.4% | Added |
| First Trust Advisors LP | 29,701 | $71.3K | 0.00% | −3,905−11.6% | Reduced |
| Creative Planning | 31,073 | $74.6K | 0.00% | −10,428−25.1% | Reduced |
| Gould Capital, LLC | 31,078 | $74.6K | 0.05% | +115+0.4% | Added |
| LPL Financial LLC | 32,647 | $78.4K | 0.00% | −3,189−8.9% | Reduced |
| KLP Kapitalforvaltning AS | 32,900 | $79.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 33,671 | $80.8K | 0.00% | +266+0.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 33,892 | $81.3K | 0.00% | +18,047+113.9% | Added |
| Pictet Asset Management Holding SA | 34,147 | $82.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 34,229 | $82.2K | 0.01% | −23,025−40.2% | Reduced |
| Ameriprise Financial Inc | 35,692 | $85.7K | 0.00% | 00.0% | Unchanged |