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 2026
Institutional positions in Diversified Healthcare Trust as of Jun 30, 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
- 239
- +11 vs. Q1 2026
- Shares held
- 205.7M
- +6.15M (+3.1%) vs. Q1 2026
- Total value
- $1.91B
- +$588.5M (+44.5%) vs. Q1 2026
- New holders
- 40
- 94 more added
- Sold out
- 29
- 63 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 4 | $37 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $45 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $71 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $96 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14 | $133 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $186 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 25 | $231 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 29 | $270 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 41 | $381 | 0.00% | +41 | New |
| City State Bank | 50 | $465 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 92 | $850 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 94 | $874 | 0.00% | +94 | New |
| Covestor Ltd | 112 | $1.00K | 0.00% | +35+45.5% | Added |
| SJS Investment Consulting Inc. | 122 | $1.14K | 0.00% | +122 | New |
| Parkside Financial Bank & Trust | 129 | $1.20K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 175 | $1.63K | 0.00% | +175 | New |
| C M Bidwell & Associates Ltd | 180 | $1.67K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 181 | $1.68K | 0.00% | +171+1,710.0% | Added |
| Fortitude Family Office, LLC | 195 | $1.81K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $1.86K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 227 | $2.11K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 285 | $2.65K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 293 | $2.73K | 0.00% | −333−53.2% | Reduced |
| Atlantic Trust, LLC | 294 | $2.73K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 304 | $2.83K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 320 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 336 | $3.13K | 0.00% | +197+141.7% | Added |
| AdvisorNet Financial, Inc | 350 | $3.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 387 | $3.60K | 0.00% | +343+779.5% | Added |
| Quarry LP | 396 | $3.68K | 0.00% | +315+388.9% | Added |
| UMA Financial Services, Inc. | 434 | $4.04K | 0.00% | +115+36.1% | Added |
| Picton Mahoney Asset Management | 466 | $4.33K | 0.00% | +466 | New |
| US Bancorp | 480 | $4.46K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 632 | $5.88K | 0.00% | +22+3.6% | Added |
| The PNC Financial Services Group, Inc. | 661 | $6.15K | 0.00% | +5+0.8% | Added |
| Global Retirement Partners, LLC | 800 | $7.44K | 0.00% | +800 | New |
| Optiver Holding B.V. | 822 | $7.64K | 0.00% | +412+100.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 823 | $7.65K | 0.00% | −2,667−76.4% | Reduced |
| Fifth Third Bancorp | 1,006 | $9.36K | 0.00% | +156+18.4% | Added |
| Smartleaf Asset Management LLC | 1,004 | $9.65K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,100 | $10.2K | 0.00% | +1,048+2,015.4% | Added |
| Parallel Advisors, LLC | 1,106 | $10.3K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,307 | $12.2K | 0.00% | +1,307 | New |
| Advisor Group Holdings, Inc. | 1,361 | $12.7K | 0.00% | −6,604−82.9% | Reduced |
| Kemnay Advisory Services Inc. | 1,478 | $13.7K | 0.00% | +1,478 | New |
| Atlantic Union Bankshares Corp | 2,106 | $19.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,448 | $22.8K | 0.00% | +2,448 | New |
| GF Fund Management Co. Ltd. | 2,668 | $24.8K | 0.00% | +85+3.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,947 | $27.4K | 0.00% | −41,272−93.3% | Reduced |
| Harbor Investment Advisory, LLC | 3,000 | $27.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,239 | $30.1K | 0.00% | +3,239 | New |
| Eurizon Capital SGR S.p.A. | 3,163 | $30.4K | 0.00% | +3,163 | New |
| FIL Ltd | 3,324 | $30.9K | 0.00% | +3,324 | New |
| Sterling Capital Management LLC | 4,500 | $41.9K | 0.00% | −53,978−92.3% | Reduced |
| Simplex Trading, LLC | 4,571 | $42.5K | 0.00% | +3,779+477.1% | Added |
| KBC Group NV | 5,276 | $49.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,560 | $51.7K | 0.00% | +112+2.1% | Added |
| Signaturefd, LLC | 7,454 | $69.3K | 0.00% | +393+5.6% | Added |
| Clear Street Markets LLC | 8,074 | $75.1K | 0.01% | +3,364+71.4% | Added |
| Caption Management, LLC | 8,900 | $82.8K | 0.00% | −23,800−72.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,066 | $88.2K | 0.00% | +10,066 | New |
| Coldstream Capital Management Inc | 10,739 | $99.9K | 0.00% | +30.0% | Added |
| Tower Research Capital LLC (TRC) | 11,440 | $106.4K | 0.00% | −5,876−33.9% | Reduced |
| IMC-Chicago, LLC | 11,950 | $111.1K | 0.00% | +11,950 | New |
| Verum Partners LLC | 12,026 | $111.8K | 0.02% | −14−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,381 | $115.1K | 0.00% | +12,381 | New |
| Winton Group Ltd | 12,600 | $117.2K | 0.00% | −13,000−50.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,768 | $118.7K | 0.00% | +12,768 | New |
| Squarepoint Ops LLC | 13,221 | $123.0K | 0.00% | −11,273−46.0% | Reduced |
| CoreCap Advisors, LLC | 13,402 | $124.6K | 0.00% | −3,083−18.7% | Reduced |
| Swiss Life Asset Management Ltd | 14,674 | $136.5K | 0.00% | −19,036−56.5% | Reduced |
| Farther Finance Advisors, LLC | 14,657 | $138.8K | 0.00% | +22+0.2% | Added |
| L2 Asset Management, LLC | 15,081 | $140.3K | 0.01% | −7,217−32.4% | Reduced |
| Cetera Investment Advisers | 15,619 | $145.3K | 0.00% | −1,766−10.2% | Reduced |
| CI Private Wealth, LLC | 15,897 | $147.8K | 0.00% | +140+0.9% | Added |
| O'Shaughnessy Asset Management, LLC | 16,063 | $149.4K | 0.00% | +16,063 | New |
| Onyx Bridge Wealth Group LLC | 16,400 | $152.5K | 0.01% | −2,000−10.9% | Reduced |
| Gould Capital, LLC | 17,436 | $162.2K | 0.09% | −408−2.3% | Reduced |
| Baker Ellis Asset Management LLC | 17,500 | $162.8K | 0.02% | −3,500−16.7% | Reduced |
| Chicago Partners Investment Group LLC | 18,298 | $169.1K | 0.00% | +3,294+22.0% | Added |
| Rockefeller Capital Management L.P. | 18,617 | $173.1K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 19,309 | $179.6K | 0.00% | +124+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,208 | $187.9K | 0.00% | +20,208 | New |
| Ameritas Investment Partners, Inc. | 20,263 | $188.4K | 0.01% | +1,916+10.4% | Added |
| Brevan Howard Capital Management LP | 21,192 | $197.1K | 0.00% | +21,192 | New |
| Xponance, Inc. | 21,380 | $198.8K | 0.00% | +1,280+6.4% | Added |
| Nisa Investment Advisors, LLC | 21,773 | $202.5K | 0.00% | −15,518−41.6% | Reduced |
| Kingsview Wealth Management, LLC | 22,173 | $206.2K | 0.00% | +22,173 | New |
| Smith Asset Management Co., LLC | 22,293 | $207.3K | 0.16% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 22,417 | $208.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 22,527 | $209.5K | 0.00% | −72,795−76.4% | Reduced |
| Mercer Global Advisors Inc | 22,701 | $211.1K | 0.00% | +7,279+47.2% | Added |
| Empowered Funds, LLC | 24,601 | $228.8K | 0.00% | +24,601 | New |
| Inceptionr LLC | 25,607 | $238.1K | 0.06% | +25,607 | New |
| UniSuper Management Pty Ltd | 26,000 | $241.8K | 0.00% | −19,200−42.5% | Reduced |
| Aristeia Capital LLC | 26,042 | $242.2K | 0.00% | +26,042 | New |
| Federation des caisses Desjardins du Quebec | 26,135 | $243.1K | 0.00% | +132+0.5% | Added |
| Royal Bank of Canada | 27,715 | $258.0K | 0.00% | +16,519+147.5% | Added |
| Ethic Inc. | 28,107 | $261.4K | 0.00% | +3,263+13.1% | Added |
| Jain Global LLC | 28,421 | $264.3K | 0.00% | +28,421 | New |