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, Q2 2025
Institutional positions in Diversified Healthcare Trust as of Jun 30, 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
- 197
- −5 vs. Q1 2025
- Shares held
- 181.2M
- −1.87M (−1.0%) vs. Q1 2025
- Total value
- $648.5M
- +$203.9M (+45.9%) vs. Q1 2025
- New holders
- 21
- 67 more added
- Sold out
- 26
- 54 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 78 | $0 | 0.00% | −2−2.5% | Reduced |
| National Bank of Canada | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1 | $4 | 0.00% | +1 | New |
| Brown Brothers Harriman & Co | 8 | $27 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 10 | $36 | 0.00% | +10 | New |
| Larson Financial Group LLC | 10 | $37 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $72 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $72 | 0.00% | +20 | New |
| TD Waterhouse Canada Inc. | 25 | $94 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 33 | $119 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 49 | $175 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 50 | $179 | 0.00% | −450−90.0% | Reduced |
| City State Bank | 50 | $179 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 92 | $341 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 100 | $358 | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 120 | $429 | 0.00% | +80+200.0% | Added |
| Stephens Consulting, LLC | 155 | $555 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 195 | $698 | 0.00% | +195 | New |
| Glen Eagle Advisors, LLC | 200 | $716 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 245 | $876 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 285 | $1.02K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 294 | $1.05K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 304 | $1.09K | 0.00% | +4+1.3% | Added |
| IFP Advisors, Inc | 0 | $1.11K | 0.00% | −7−100.0% | Reduced |
| UMA Financial Services, Inc. | 319 | $1.14K | 0.00% | +319 | New |
| AdvisorNet Financial, Inc | 350 | $1.25K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 355 | $1.27K | 0.00% | −611−63.3% | Reduced |
| Bessemer Group Inc | 511 | $2.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 570 | $2.04K | 0.00% | +315+123.5% | Added |
| Smartleaf Asset Management LLC | 630 | $2.24K | 0.00% | −498−44.1% | Reduced |
| Ameritas Advisory Services, LLC | 650 | $2.33K | 0.00% | +650 | New |
| Rothschild Investment LLC | 705 | $2.52K | 0.00% | +310+78.5% | Added |
| Comerica Bank | 850 | $3.04K | 0.00% | −173−16.9% | Reduced |
| ORG Partners LLC | 850 | $3.20K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,106 | $3.96K | 0.00% | +158+16.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,511 | $5.00K | 0.00% | +1,511 | New |
| Caitong International Asset Management Co., Ltd | 1,562 | $5.59K | 0.00% | +1,526+4,238.9% | Added |
| CWM, LLC | 2,364 | $8.00K | 0.00% | −763−24.4% | Reduced |
| GAMMA Investing LLC | 2,665 | $9.54K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 3,013 | $10.8K | 0.00% | −146−4.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,498 | $12.5K | 0.00% | −1,064−23.3% | Reduced |
| Harbor Capital Advisors, Inc. | 4,306 | $15.0K | 0.00% | +2,433+129.9% | Added |
| Global Retirement Partners, LLC | 5,290 | $18.9K | 0.00% | +5,290 | New |
| Sterling Capital Management LLC | 5,854 | $21.0K | 0.00% | +2,085+55.3% | Added |
| Advisor Group Holdings, Inc. | 6,351 | $22.7K | 0.00% | +3,381+113.8% | Added |
| Signaturefd, LLC | 6,569 | $23.5K | 0.00% | +1,255+23.6% | Added |
| Harbor Investment Advisory, LLC | 7,000 | $25.1K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 7,845 | $28.1K | 0.00% | +7,845 | New |
| Amalgamated Bank | 8,170 | $29.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,161 | $36.4K | 0.00% | +6,387+169.2% | Added |
| Norinchukin Bank, The | 10,300 | $36.9K | 0.00% | +291+2.9% | Added |
| Verum Partners LLC | 11,401 | $40.8K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 12,581 | $45.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 13,195 | $47.2K | 0.00% | −620−4.5% | Reduced |
| Chicago Partners Investment Group LLC | 14,034 | $49.5K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 14,806 | $53.0K | 0.00% | +182+1.2% | Added |
| Cetera Investment Advisers | 15,298 | $54.8K | 0.00% | +551+3.7% | Added |
| Citadel Advisors LLC | 15,371 | $55.0K | 0.00% | −41,996−73.2% | Reduced |
| Mackenzie Financial Corp | 15,549 | $55.7K | 0.00% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 16,517 | $59.1K | 0.00% | −215−1.3% | Reduced |
| Xponance, Inc. | 16,962 | $60.7K | 0.00% | +763+4.7% | Added |
| Neuberger Berman Group LLC | 17,399 | $62.3K | 0.00% | +3,032+21.1% | Added |
| Skopos Labs, Inc. | 18,288 | $65.5K | 0.01% | +114+0.6% | Added |
| Onyx Bridge Wealth Group LLC | 18,400 | $65.9K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18,832 | $67.4K | 0.02% | +18,832 | New |
| Pensionfund Sabic | 20,000 | $72.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 21,985 | $78.7K | 0.00% | −308−1.4% | Reduced |
| Public Employees Retirement Association of Colorado | 22,417 | $80.0K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 22,743 | $81.4K | 0.07% | −400−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 23,576 | $84.4K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,775 | $85.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 24,008 | $85.9K | 0.00% | +16,556+222.2% | Added |
| Quantbot Technologies LP | 24,344 | $87.2K | 0.00% | +24,344 | New |
| Ethic Inc. | 24,704 | $87.9K | 0.00% | −2,286−8.5% | Reduced |
| Teacher Retirement System of Texas | 25,642 | $91.8K | 0.00% | +956+3.9% | Added |
| Victory Capital Management Inc | 25,801 | $92.4K | 0.00% | −327−1.3% | Reduced |
| Simplex Trading, LLC | 27,499 | $98.0K | 0.00% | +22,469+446.7% | Added |
| Creative Planning | 28,060 | $100.5K | 0.00% | −3,013−9.7% | Reduced |
| First Trust Advisors LP | 28,867 | $103.3K | 0.00% | −834−2.8% | Reduced |
| State of Wisconsin Investment Board | 30,985 | $110.9K | 0.00% | +16,166+109.1% | Added |
| Gould Capital, LLC | 31,181 | $111.6K | 0.07% | +103+0.3% | Added |
| KLP Kapitalforvaltning AS | 32,900 | $117.8K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 33,065 | $118.4K | 0.00% | −606−1.8% | Reduced |
| Boothbay Fund Management, LLC | 34,699 | $124.2K | 0.00% | +34,699 | New |
| ExodusPoint Capital Management, LP | 35,500 | $127.0K | 0.00% | +35,500 | New |
| Centiva Capital, LP | 35,680 | $127.7K | 0.01% | +35,680 | New |
| Metis Global Partners, LLC | 35,816 | $128.2K | 0.00% | +8,293+30.1% | Added |
| BNP Paribas Arbitrage, SA | 36,022 | $129.0K | 0.00% | +21,301+144.7% | Added |
| SG Americas Securities, LLC | 36,986 | $132.0K | 0.00% | −32,042−46.4% | Reduced |
| LPL Financial LLC | 38,178 | $136.7K | 0.00% | +5,531+16.9% | Added |
| Caption Management, LLC | 40,000 | $143.2K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,340 | $144.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 40,510 | $145.0K | 0.00% | −12,199−23.1% | Reduced |
| Point72 Asset Management, L.P. | 40,655 | $145.5K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 40,833 | $146.2K | 0.00% | −469−1.1% | Reduced |
| STRS Ohio | 42,800 | $153.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 45,031 | $161.2K | 0.00% | −2,252−4.8% | Reduced |
| Pictet Asset Management Holding SA | 45,932 | $164.4K | 0.00% | +11,785+34.5% | Added |
| Brevan Howard Capital Management LP | 46,247 | $165.6K | 0.00% | +33,254+255.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 47,184 | $168.9K | 0.00% | 00.0% | Unchanged |