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 2026
Institutional positions in Diversified Healthcare Trust as of Mar 31, 2026. 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
- 232
- +20 vs. Q4 2025
- Shares held
- 199.7M
- +30.8M (+18.3%) vs. Q4 2025
- Total value
- $1.32B
- +$506.0M (+61.8%) vs. Q4 2025
- New holders
- 46
- 91 more added
- Sold out
- 26
- 49 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 77 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $32 | 0.00% | −1−20.0% | Reduced |
| National Bank of Canada | 5 | $33 | 0.00% | +5 | New |
| Brown Brothers Harriman & Co | 8 | $50 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 10 | $66 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $68 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14 | $94 | 0.00% | +14 | New |
| Steward Partners Investment Advisory, LLC | 20 | $133 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $133 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 25 | $169 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $179 | 0.00% | +27 | New |
| IFP Advisors, Inc | 29 | $193 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 30 | $199 | 0.00% | +30 | New |
| Twin Peaks Wealth Advisors, LLC | 35 | $232 | 0.00% | +35 | New |
| Allworth Financial LP | 44 | $293 | 0.00% | +28+175.0% | Added |
| City State Bank | 50 | $332 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 52 | $345 | 0.00% | +43+477.8% | Added |
| Quarry LP | 81 | $538 | 0.00% | +81 | New |
| Salomon & Ludwin, LLC | 92 | $637 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $857 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 139 | $923 | 0.00% | +19+15.8% | Added |
| C M Bidwell & Associates Ltd | 180 | $1.20K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 195 | $1.29K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $1.33K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 199 | $1.35K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 227 | $1.51K | 0.00% | +5+2.3% | Added |
| N.E.W. Advisory Services LLC | 285 | $1.89K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 294 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 320 | $2.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 304 | $2.02K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 319 | $2.12K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 350 | $2.32K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 410 | $2.72K | 0.00% | −980−70.5% | Reduced |
| US Bancorp | 480 | $3.19K | 0.00% | +125+35.2% | Added |
| Rothschild Investment LLC | 610 | $4.05K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 626 | $4.16K | 0.00% | +333+113.7% | Added |
| The PNC Financial Services Group, Inc. | 656 | $4.36K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 792 | $5.26K | 0.00% | −72,735−98.9% | Reduced |
| Fifth Third Bancorp | 850 | $5.64K | 0.00% | +850 | New |
| Golden State Equity Partners | 850 | $5.64K | 0.00% | +850 | New |
| Advisory Services Network, LLC | 992 | $6.59K | 0.00% | +992 | New |
| Smartleaf Asset Management LLC | 1,004 | $6.65K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,106 | $7.34K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,323 | $8.79K | 0.00% | +673+103.5% | Added |
| Atlantic Union Bankshares Corp | 2,106 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,318 | $15.4K | 0.00% | +31+1.4% | Added |
| GF Fund Management Co. Ltd. | 2,583 | $17.2K | 0.00% | −217−7.8% | Reduced |
| Harbor Investment Advisory, LLC | 3,000 | $19.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,172 | $21.1K | 0.00% | −3,383−51.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,490 | $23.2K | 0.00% | −1,449−29.3% | Reduced |
| Clear Street Markets LLC | 4,710 | $31.3K | 0.02% | +4,710 | New |
| KBC Group NV | 5,276 | $35.0K | 0.00% | +5,276 | New |
| GAMMA Investing LLC | 5,448 | $36.2K | 0.00% | +1,197+28.2% | Added |
| Signaturefd, LLC | 7,061 | $46.9K | 0.00% | +492+7.5% | Added |
| Advisor Group Holdings, Inc. | 7,965 | $52.9K | 0.00% | +16+0.2% | Added |
| B. Riley Financial, Inc. | 10,000 | $66.4K | 0.01% | +10,000 | New |
| Ground Swell Capital, LLC | 10,284 | $68.3K | 0.13% | +10,284 | New |
| Coldstream Capital Management Inc | 10,736 | $71.3K | 0.00% | −106−1.0% | Reduced |
| Royal Bank of Canada | 11,196 | $74.0K | 0.00% | −19,927−64.0% | Reduced |
| Verum Partners LLC | 12,040 | $79.9K | 0.02% | +270+2.3% | Added |
| Headlands Technologies LLC | 13,223 | $87.8K | 0.01% | +13,223 | New |
| Farther Finance Advisors, LLC | 14,635 | $99.2K | 0.00% | +9+0.1% | Added |
| Mercer Global Advisors Inc | 15,422 | $102.4K | 0.00% | +5,276+52.0% | Added |
| Chicago Partners Investment Group LLC | 15,004 | $104.3K | 0.00% | +512+3.5% | Added |
| CI Private Wealth, LLC | 15,757 | $104.6K | 0.00% | +93+0.6% | Added |
| CoreCap Advisors, LLC | 16,485 | $109.5K | 0.00% | −4,359−20.9% | Reduced |
| Tower Research Capital LLC (TRC) | 17,316 | $115.0K | 0.00% | +9,119+111.2% | Added |
| Cetera Investment Advisers | 17,385 | $115.4K | 0.00% | −2,170−11.1% | Reduced |
| Gould Capital, LLC | 17,844 | $118.5K | 0.07% | +27+0.2% | Added |
| Ameritas Investment Partners, Inc. | 18,347 | $121.8K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 18,400 | $122.2K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 18,617 | $123.6K | 0.00% | +14,881+398.3% | Added |
| Allstate Corp | 19,185 | $127.4K | 0.00% | +19,185 | New |
| Jacobs Levy Equity Management, Inc | 19,330 | $128.4K | 0.00% | −32,203−62.5% | Reduced |
| Two Sigma Securities, LLC | 19,949 | $132.5K | 0.02% | +8,030+67.4% | Added |
| Xponance, Inc. | 20,100 | $133.5K | 0.00% | +2,886+16.8% | Added |
| United Capital Financial Advisers, LLC | 20,279 | $134.7K | 0.00% | +20,279 | New |
| CIBC Asset Management Inc | 20,289 | $134.7K | 0.00% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 21,000 | $139.4K | 0.02% | −24,000−53.3% | Reduced |
| Smith Asset Management Co., LLC | 22,293 | $148.0K | 0.13% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 22,298 | $148.1K | 0.01% | +12,096+118.6% | Added |
| Public Employees Retirement Association of Colorado | 22,417 | $149.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 22,854 | $151.7K | 0.00% | +690+3.1% | Added |
| Landscape Capital Management, L.L.C. | 23,107 | $153.4K | 0.01% | +23,107 | New |
| Squarepoint Ops LLC | 24,494 | $162.6K | 0.00% | −55,500−69.4% | Reduced |
| Ethic Inc. | 24,844 | $165.0K | 0.00% | +1,201+5.1% | Added |
| Winton Group Ltd | 25,600 | $170.0K | 0.01% | +25,600 | New |
| Federation des caisses Desjardins du Quebec | 26,003 | $172.7K | 0.00% | +26,002+2,600,200.0% | Added |
| First Trust Advisors LP | 27,672 | $183.7K | 0.00% | −250−0.9% | Reduced |
| Neuberger Berman Group LLC | 28,296 | $187.9K | 0.00% | +4,238+17.6% | Added |
| Nissay Asset Management Corp | 31,413 | $208.6K | 0.00% | +1,135+3.7% | Added |
| ProShare Advisors LLC | 31,830 | $211.4K | 0.00% | −8,337−20.8% | Reduced |
| Abel Hall, LLC | 31,991 | $212.4K | 0.05% | +81+0.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 32,570 | $216.3K | 0.00% | +32,570 | New |
| Caption Management, LLC | 32,700 | $217.1K | 0.01% | −41,963−56.2% | Reduced |
| Engineers Gate Manager LP | 33,012 | $219.2K | 0.00% | +33,012 | New |
| Vestcor Inc | 33,374 | $222.0K | 0.01% | +33,374 | New |
| Swiss Life Asset Management Ltd | 33,710 | $223.8K | 0.00% | +33,710 | New |
| Pictet Asset Management Holding SA | 35,159 | $233.5K | 0.00% | +8,810+33.4% | Added |
| IFM Investors Pty Ltd | 35,633 | $236.6K | 0.00% | +35,633 | New |