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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 54,314 | $239.5K | 0.02% | −50.0% | Reduced |
| SEI Investments Co | 54,235 | $239.3K | 0.00% | +13,402+32.8% | Added |
| New York State Common Retirement Fund | 53,316 | $235.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 49,905 | $220.1K | 0.00% | +768+1.6% | Added |
| Abacus Planning Group, Inc. | 49,283 | $217.3K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 48,969 | $216.0K | 0.01% | +13,153+36.7% | Added |
| Caption Management, LLC | 46,781 | $206.3K | 0.01% | +6,781+17.0% | Added |
| Royal Bank of Canada | 43,731 | $193.0K | 0.00% | −55,338−55.9% | Reduced |
| Voya Investment Management LLC | 41,888 | $184.7K | 0.00% | −25,792−38.1% | Reduced |
| Point72 Asset Management, L.P. | 40,655 | $179.3K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,340 | $177.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 39,900 | $176.0K | 0.00% | −2,900−6.8% | Reduced |
| ProShare Advisors LLC | 37,551 | $165.6K | 0.00% | −7,480−16.6% | Reduced |
| Ameriprise Financial Inc | 35,911 | $158.4K | 0.00% | −39,851−52.6% | Reduced |
| Nisa Investment Advisors, LLC | 33,782 | $149.0K | 0.00% | −6,728−16.6% | Reduced |
| KLP Kapitalforvaltning AS | 32,900 | $145.1K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 31,267 | $137.9K | 0.09% | +86+0.3% | Added |
| LPL Financial LLC | 30,922 | $136.4K | 0.00% | −7,256−19.0% | Reduced |
| JustInvest LLC | 30,156 | $133.0K | 0.00% | −2,909−8.8% | Reduced |
| Commonwealth Equity Services, LLC | 29,577 | $130.0K | 0.00% | +29,577 | New |
| Nissay Asset Management Corp | 29,185 | $128.7K | 0.00% | +12,668+76.7% | Added |
| First Trust Advisors LP | 27,880 | $123.0K | 0.00% | −987−3.4% | Reduced |
| Pictet Asset Management Holding SA | 26,349 | $116.2K | 0.00% | −19,583−42.6% | Reduced |
| Ethic Inc. | 24,780 | $109.3K | 0.00% | +76+0.3% | Added |
| Smith Asset Management Co., LLC | 22,593 | $99.6K | 0.08% | −150−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 22,417 | $99.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 21,717 | $95.8K | 0.00% | −3,925−15.3% | Reduced |
| Susquehanna International Group, LLP | 21,300 | $93.9K | 0.00% | −252,789−92.2% | Reduced |
| Tucker Asset Management LLC | 18,832 | $83.0K | 0.03% | 00.0% | Unchanged |
| Atom Investors LP | 18,449 | $81.4K | 0.01% | +18,449 | New |
| Cetera Investment Advisers | 18,438 | $81.3K | 0.00% | +3,140+20.5% | Added |
| Onyx Bridge Wealth Group LLC | 18,400 | $81.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 18,347 | $80.9K | 0.00% | −5,229−22.2% | Reduced |
| Squarepoint Ops LLC | 17,560 | $77.4K | 0.00% | +17,560 | New |
| Xponance, Inc. | 17,081 | $75.3K | 0.00% | +119+0.7% | Added |
| Virginia Retirement Systems Et Al | 17,000 | $75.0K | 0.00% | +17,000 | New |
| Mackenzie Financial Corp | 15,549 | $68.6K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 15,318 | $67.6K | 0.00% | +512+3.5% | Added |
| Sterling Capital Management LLC | 15,153 | $66.8K | 0.00% | +9,299+158.8% | Added |
| Skopos Labs, Inc. | 18,288 | $65.1K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 13,374 | $59.0K | 0.00% | +13,374 | New |
| Chicago Partners Investment Group LLC | 14,067 | $58.7K | 0.00% | +33+0.2% | Added |
| Coldstream Capital Management Inc | 13,195 | $58.2K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 12,918 | $57.0K | 0.00% | −4,481−25.8% | Reduced |
| CI Private Wealth, LLC | 12,621 | $55.7K | 0.00% | +40+0.3% | Added |
| Verum Partners LLC | 11,554 | $51.0K | 0.01% | +153+1.3% | Added |
| Acadian Asset Management LLC | 11,259 | $49.0K | 0.00% | +11,259 | New |
| Panagora Asset Management Inc | 10,841 | $47.8K | 0.00% | +10,841 | New |
| Farther Finance Advisors, LLC | 10,270 | $45.3K | 0.00% | +109+1.1% | Added |
| Norinchukin Bank, The | 10,269 | $45.3K | 0.00% | −31−0.3% | Reduced |
| Ground Swell Capital, LLC | 10,235 | $45.1K | 0.10% | +10,235 | New |
| Omers Administration Corp | 10,100 | $44.5K | 0.00% | +10,100 | New |
| Tower Research Capital LLC (TRC) | 9,607 | $42.4K | 0.00% | −14,401−60.0% | Reduced |
| Amalgamated Bank | 8,170 | $36.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,569 | $29.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,352 | $24.4K | 0.00% | +10.0% | Added |
| Global Retirement Partners, LLC | 5,290 | $23.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,999 | $22.0K | 0.00% | +4,999 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,700 | $16.3K | 0.00% | +202+5.8% | Added |
| Harbor Capital Advisors, Inc. | 3,428 | $15.0K | 0.00% | −878−20.4% | Reduced |
| Harbor Investment Advisory, LLC | 3,000 | $13.2K | 0.00% | −4,000−57.1% | Reduced |
| GF Fund Management Co. Ltd. | 2,738 | $12.1K | 0.00% | −275−9.1% | Reduced |
| Atlantic Union Bankshares Corp | 2,690 | $11.9K | 0.00% | +2,690 | New |
| GAMMA Investing LLC | 2,665 | $11.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,388 | $11.0K | 0.00% | +24+1.0% | Added |
| Quadrant Capital Group LLC | 2,287 | $10.1K | 0.00% | +2,287 | New |
| Hillsdale Investment Management Inc. | 1,900 | $8.38K | 0.00% | +1,900 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,511 | $7.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,534 | $6.76K | 0.00% | +1,534 | New |
| Parallel Advisors, LLC | 1,106 | $4.88K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 936 | $4.13K | 0.00% | +936 | New |
| Comerica Bank | 850 | $3.75K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 850 | $3.75K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 875 | $3.71K | 0.00% | +245+38.9% | Added |
| The PNC Financial Services Group, Inc. | 656 | $2.89K | 0.00% | +86+15.1% | Added |
| Rothschild Investment LLC | 610 | $2.69K | 0.00% | −95−13.5% | Reduced |
| MAI Capital Management | 500 | $2.21K | 0.00% | +450+900.0% | Added |
| Bessemer Group Inc | 511 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 355 | $1.57K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 350 | $1.54K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 319 | $1.41K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 304 | $1.34K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 294 | $1.30K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 285 | $1.26K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $882 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 197 | $869 | 0.00% | +197 | New |
| Fortitude Family Office, LLC | 195 | $860 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 199 | $820 | 0.00% | −46−18.8% | Reduced |
| C M Bidwell & Associates Ltd | 180 | $794 | 0.00% | +80+80.0% | Added |
| Clearstead Advisors, LLC | 129 | $569 | 0.00% | +129 | New |
| EverSource Wealth Advisors, LLC | 120 | $529 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 92 | $403 | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $221 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 29 | $128 | 0.00% | +29 | Added |
| Allworth Financial LP | 25 | $111 | 0.00% | +25 | New |
| TD Waterhouse Canada Inc. | 25 | $110 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 24 | $106 | 0.00% | +24 | New |
| True Wealth Design, LLC | 20 | $89 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $88 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $45 | 0.00% | 00.0% | Unchanged |