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, Q4 2025
Institutional positions in Diversified Healthcare Trust as of Dec 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
- 219
- +16 vs. Q3 2025
- Shares held
- 189.9M
- +7.39M (+4.0%) vs. Q3 2025
- Total value
- $921.1M
- +$116.3M (+14.5%) vs. Q3 2025
- New holders
- 34
- 76 more added
- Sold out
- 18
- 50 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 77 | $0 | 0.00% | −1−1.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $24 | 0.00% | +5 | New |
| Brown Brothers Harriman & Co | 8 | $37 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9 | $44 | 0.00% | +9 | New |
| Essential Partners LLC | 10 | $49 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $50 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $78 | 0.00% | −9−36.0% | Reduced |
| True Wealth Design, LLC | 20 | $97 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $97 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 25 | $121 | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 27 | $131 | 0.00% | +27 | New |
| IFP Advisors, Inc | 29 | $141 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 46 | $223 | 0.00% | +46 | New |
| City State Bank | 50 | $243 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 92 | $477 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 120 | $582 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $626 | 0.00% | +129 | New |
| C M Bidwell & Associates Ltd | 180 | $873 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 195 | $946 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $970 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 222 | $1.08K | 0.00% | +25+12.7% | Added |
| Sound Income Strategies, LLC | 199 | $1.18K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 285 | $1.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 293 | $1.42K | 0.00% | +293 | New |
| Atlantic Trust, LLC | 294 | $1.43K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 304 | $1.47K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 319 | $1.55K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 350 | $1.70K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 355 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 320 | $2.00K | 0.00% | −191−37.4% | Reduced |
| SRS Capital Advisors, Inc. | 579 | $2.81K | 0.00% | −357−38.1% | Reduced |
| Rothschild Investment LLC | 610 | $2.96K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 650 | $3.15K | 0.00% | +150+30.0% | Added |
| The PNC Financial Services Group, Inc. | 656 | $3.18K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 850 | $4.12K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 885 | $4.29K | 0.00% | +885 | New |
| Smartleaf Asset Management LLC | 1,004 | $4.75K | 0.00% | +129+14.7% | Added |
| Parallel Advisors, LLC | 1,106 | $5.36K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,260 | $6.11K | 0.00% | +410+48.2% | Added |
| Optiver Holding B.V. | 1,390 | $6.74K | 0.00% | −144−9.4% | Reduced |
| Hillsdale Investment Management Inc. | 1,900 | $9.21K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,035 | $10.0K | 0.00% | +524+34.7% | Added |
| Atlantic Union Bankshares Corp | 2,106 | $10.2K | 0.00% | −584−21.7% | Reduced |
| Quadrant Capital Group LLC | 2,287 | $11.1K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 2,800 | $13.6K | 0.00% | +62+2.3% | Added |
| FNY Investment Advisers, LLC | 3,000 | $14.0K | 0.00% | +3,000 | New |
| Harbor Investment Advisory, LLC | 3,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,736 | $18.1K | 0.00% | +3,736 | New |
| GAMMA Investing LLC | 4,251 | $20.6K | 0.00% | +1,586+59.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,939 | $24.0K | 0.00% | +1,239+33.5% | Added |
| Global Retirement Partners, LLC | 5,586 | $27.1K | 0.00% | +296+5.6% | Added |
| Signaturefd, LLC | 6,569 | $31.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,555 | $32.0K | 0.00% | +4,167+174.5% | Added |
| Amalgamated Bank | 6,899 | $33.0K | 0.00% | −1,271−15.6% | Reduced |
| Advisor Group Holdings, Inc. | 7,949 | $38.6K | 0.00% | +1,597+25.1% | Added |
| Tower Research Capital LLC (TRC) | 8,197 | $39.8K | 0.00% | −1,410−14.7% | Reduced |
| Mercer Global Advisors Inc | 10,146 | $49.2K | 0.00% | +10,146 | New |
| L2 Asset Management, LLC | 10,202 | $49.5K | 0.01% | +10,202 | New |
| Susquehanna International Group, LLP | 10,334 | $50.1K | 0.00% | −10,966−51.5% | Reduced |
| Coldstream Capital Management Inc | 10,842 | $52.6K | 0.00% | −2,353−17.8% | Reduced |
| Verum Partners LLC | 11,770 | $57.1K | 0.01% | +216+1.9% | Added |
| Two Sigma Securities, LLC | 11,919 | $57.8K | 0.01% | +11,919 | New |
| Mackenzie Financial Corp | 13,751 | $64.9K | 0.00% | −1,798−11.6% | Reduced |
| Harbor Capital Advisors, Inc. | 13,692 | $66.0K | 0.01% | +10,264+299.4% | Added |
| Black Maple Capital Management LP | 13,684 | $66.4K | 0.05% | −84,616−86.1% | Reduced |
| Farther Finance Advisors, LLC | 14,626 | $70.9K | 0.00% | +4,356+42.4% | Added |
| CI Private Wealth, LLC | 15,664 | $76.0K | 0.00% | +3,043+24.1% | Added |
| Franklin Resources Inc | 15,817 | $76.7K | 0.00% | +15,817 | New |
| Chicago Partners Investment Group LLC | 14,492 | $82.0K | 0.00% | +425+3.0% | Added |
| Acadian Asset Management LLC | 17,226 | $83.0K | 0.00% | +5,967+53.0% | Added |
| Xponance, Inc. | 17,214 | $83.5K | 0.00% | +133+0.8% | Added |
| Gould Capital, LLC | 17,817 | $86.4K | 0.05% | −13,450−43.0% | Reduced |
| Ameritas Investment Partners, Inc. | 18,347 | $89.0K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 18,400 | $89.2K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18,832 | $91.3K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,555 | $94.8K | 0.00% | +1,117+6.1% | Added |
| CIBC Asset Management Inc | 20,289 | $98.4K | 0.00% | +20,289 | New |
| Virginia Retirement Systems Et Al | 20,500 | $99.4K | 0.00% | +3,500+20.6% | Added |
| CoreCap Advisors, LLC | 20,844 | $101.1K | 0.00% | +20,844 | New |
| Skopos Labs, Inc. | 22,164 | $104.8K | 0.00% | +3,876+21.2% | Added |
| Smith Asset Management Co., LLC | 22,293 | $108.1K | 0.09% | −300−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 22,417 | $109.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 23,643 | $114.7K | 0.00% | −1,137−4.6% | Reduced |
| Neuberger Berman Group LLC | 24,058 | $116.7K | 0.00% | +11,140+86.2% | Added |
| Nisa Investment Advisors, LLC | 24,263 | $117.7K | 0.00% | −9,519−28.2% | Reduced |
| Pictet Asset Management Holding SA | 26,349 | $127.8K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 27,922 | $135.4K | 0.00% | +42+0.2% | Added |
| JustInvest LLC | 28,674 | $139.1K | 0.00% | −1,482−4.9% | Reduced |
| Nissay Asset Management Corp | 30,278 | $146.8K | 0.00% | +1,093+3.7% | Added |
| LPL Financial LLC | 31,005 | $150.4K | 0.00% | +83+0.3% | Added |
| Royal Bank of Canada | 31,123 | $151.0K | 0.00% | −12,608−28.8% | Reduced |
| Abel Hall, LLC | 31,910 | $154.8K | 0.04% | +31,910 | New |
| Graham Capital Management, L.P. | 34,347 | $166.6K | 0.01% | +34,347 | New |
| KLP Kapitalforvaltning AS | 36,300 | $176.1K | 0.00% | +3,400+10.3% | Added |
| Tudor Investment Corp Et Al | 36,358 | $176.3K | 0.00% | +36,358 | New |
| STRS Ohio | 39,900 | $193.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 40,167 | $194.8K | 0.00% | +2,616+7.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,340 | $195.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 40,780 | $197.8K | 0.01% | +40,780 | New |