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, Q3 2025
Institutional positions in Diversified Healthcare Trust as of Sep 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
- 204
- +8 vs. Q2 2025
- Shares held
- 183.1M
- +2.60M (+1.4%) vs. Q2 2025
- Total value
- $807.6M
- +$161.3M (+25.0%) vs. Q2 2025
- New holders
- 28
- 63 more added
- Sold out
- 20
- 54 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 78 | $0 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $34 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 10 | $44 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $45 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $88 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $89 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 24 | $106 | 0.00% | +24 | New |
| TD Waterhouse Canada Inc. | 25 | $110 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 25 | $111 | 0.00% | +25 | New |
| IFP Advisors, Inc | 29 | $128 | 0.00% | +29 | Added |
| City State Bank | 50 | $221 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 92 | $403 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 120 | $529 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 129 | $569 | 0.00% | +129 | New |
| C M Bidwell & Associates Ltd | 180 | $794 | 0.00% | +80+80.0% | Added |
| Sound Income Strategies, LLC | 199 | $820 | 0.00% | −46−18.8% | Reduced |
| Fortitude Family Office, LLC | 195 | $860 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 197 | $869 | 0.00% | +197 | New |
| Glen Eagle Advisors, LLC | 200 | $882 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 285 | $1.26K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 294 | $1.30K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 304 | $1.34K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 319 | $1.41K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 350 | $1.54K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 355 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 511 | $2.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 500 | $2.21K | 0.00% | +450+900.0% | Added |
| Rothschild Investment LLC | 610 | $2.69K | 0.00% | −95−13.5% | Reduced |
| The PNC Financial Services Group, Inc. | 656 | $2.89K | 0.00% | +86+15.1% | Added |
| Smartleaf Asset Management LLC | 875 | $3.71K | 0.00% | +245+38.9% | Added |
| ORG Partners LLC | 850 | $3.75K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 850 | $3.75K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 936 | $4.13K | 0.00% | +936 | New |
| Parallel Advisors, LLC | 1,106 | $4.88K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,534 | $6.76K | 0.00% | +1,534 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,511 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,900 | $8.38K | 0.00% | +1,900 | New |
| Quadrant Capital Group LLC | 2,287 | $10.1K | 0.00% | +2,287 | New |
| CWM, LLC | 2,388 | $11.0K | 0.00% | +24+1.0% | Added |
| GAMMA Investing LLC | 2,665 | $11.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,690 | $11.9K | 0.00% | +2,690 | New |
| GF Fund Management Co. Ltd. | 2,738 | $12.1K | 0.00% | −275−9.1% | Reduced |
| Harbor Investment Advisory, LLC | 3,000 | $13.2K | 0.00% | −4,000−57.1% | Reduced |
| Harbor Capital Advisors, Inc. | 3,428 | $15.0K | 0.00% | −878−20.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,700 | $16.3K | 0.00% | +202+5.8% | Added |
| Group One Trading, L.P. | 4,999 | $22.0K | 0.00% | +4,999 | New |
| Global Retirement Partners, LLC | 5,290 | $23.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,352 | $24.4K | 0.00% | +10.0% | Added |
| Signaturefd, LLC | 6,569 | $29.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,170 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,607 | $42.4K | 0.00% | −14,401−60.0% | Reduced |
| Omers Administration Corp | 10,100 | $44.5K | 0.00% | +10,100 | New |
| Ground Swell Capital, LLC | 10,235 | $45.1K | 0.10% | +10,235 | New |
| Norinchukin Bank, The | 10,269 | $45.3K | 0.00% | −31−0.3% | Reduced |
| Farther Finance Advisors, LLC | 10,270 | $45.3K | 0.00% | +109+1.1% | Added |
| Panagora Asset Management Inc | 10,841 | $47.8K | 0.00% | +10,841 | New |
| Acadian Asset Management LLC | 11,259 | $49.0K | 0.00% | +11,259 | New |
| Verum Partners LLC | 11,554 | $51.0K | 0.01% | +153+1.3% | Added |
| CI Private Wealth, LLC | 12,621 | $55.7K | 0.00% | +40+0.3% | Added |
| Neuberger Berman Group LLC | 12,918 | $57.0K | 0.00% | −4,481−25.8% | Reduced |
| Coldstream Capital Management Inc | 13,195 | $58.2K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 14,067 | $58.7K | 0.00% | +33+0.2% | Added |
| Quantinno Capital Management LP | 13,374 | $59.0K | 0.00% | +13,374 | New |
| Skopos Labs, Inc. | 18,288 | $65.1K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 15,153 | $66.8K | 0.00% | +9,299+158.8% | Added |
| Principal Financial Group Inc | 15,318 | $67.6K | 0.00% | +512+3.5% | Added |
| Mackenzie Financial Corp | 15,549 | $68.6K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 17,000 | $75.0K | 0.00% | +17,000 | New |
| Xponance, Inc. | 17,081 | $75.3K | 0.00% | +119+0.7% | Added |
| Squarepoint Ops LLC | 17,560 | $77.4K | 0.00% | +17,560 | New |
| Ameritas Investment Partners, Inc. | 18,347 | $80.9K | 0.00% | −5,229−22.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,400 | $81.1K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,438 | $81.3K | 0.00% | +3,140+20.5% | Added |
| Atom Investors LP | 18,449 | $81.4K | 0.01% | +18,449 | New |
| Tucker Asset Management LLC | 18,832 | $83.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,300 | $93.9K | 0.00% | −252,789−92.2% | Reduced |
| Teacher Retirement System of Texas | 21,717 | $95.8K | 0.00% | −3,925−15.3% | Reduced |
| Public Employees Retirement Association of Colorado | 22,417 | $99.0K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 22,593 | $99.6K | 0.08% | −150−0.7% | Reduced |
| Ethic Inc. | 24,780 | $109.3K | 0.00% | +76+0.3% | Added |
| Pictet Asset Management Holding SA | 26,349 | $116.2K | 0.00% | −19,583−42.6% | Reduced |
| First Trust Advisors LP | 27,880 | $123.0K | 0.00% | −987−3.4% | Reduced |
| Nissay Asset Management Corp | 29,185 | $128.7K | 0.00% | +12,668+76.7% | Added |
| Commonwealth Equity Services, LLC | 29,577 | $130.0K | 0.00% | +29,577 | New |
| JustInvest LLC | 30,156 | $133.0K | 0.00% | −2,909−8.8% | Reduced |
| LPL Financial LLC | 30,922 | $136.4K | 0.00% | −7,256−19.0% | Reduced |
| Gould Capital, LLC | 31,267 | $137.9K | 0.09% | +86+0.3% | Added |
| KLP Kapitalforvaltning AS | 32,900 | $145.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 33,782 | $149.0K | 0.00% | −6,728−16.6% | Reduced |
| Ameriprise Financial Inc | 35,911 | $158.4K | 0.00% | −39,851−52.6% | Reduced |
| ProShare Advisors LLC | 37,551 | $165.6K | 0.00% | −7,480−16.6% | Reduced |
| STRS Ohio | 39,900 | $176.0K | 0.00% | −2,900−6.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,340 | $177.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 40,655 | $179.3K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 41,888 | $184.7K | 0.00% | −25,792−38.1% | Reduced |
| Royal Bank of Canada | 43,731 | $193.0K | 0.00% | −55,338−55.9% | Reduced |
| Caption Management, LLC | 46,781 | $206.3K | 0.01% | +6,781+17.0% | Added |
| Metis Global Partners, LLC | 48,969 | $216.0K | 0.01% | +13,153+36.7% | Added |
| Abacus Planning Group, Inc. | 49,283 | $217.3K | 0.03% | 00.0% | Unchanged |