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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 1,006 | $9.36K | 0.00% | +156+18.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 823 | $7.65K | 0.00% | −2,667−76.4% | Reduced |
| Optiver Holding B.V. | 822 | $7.64K | 0.00% | +412+100.5% | Added |
| Global Retirement Partners, LLC | 800 | $7.44K | 0.00% | +800 | New |
| The PNC Financial Services Group, Inc. | 661 | $6.15K | 0.00% | +5+0.8% | Added |
| Rothschild Investment LLC | 632 | $5.88K | 0.00% | +22+3.6% | Added |
| US Bancorp | 480 | $4.46K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 466 | $4.33K | 0.00% | +466 | New |
| UMA Financial Services, Inc. | 434 | $4.04K | 0.00% | +115+36.1% | Added |
| Quarry LP | 396 | $3.68K | 0.00% | +315+388.9% | Added |
| Allworth Financial LP | 387 | $3.60K | 0.00% | +343+779.5% | Added |
| AdvisorNet Financial, Inc | 350 | $3.25K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 336 | $3.13K | 0.00% | +197+141.7% | Added |
| Bessemer Group Inc | 320 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 304 | $2.83K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 294 | $2.73K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 293 | $2.73K | 0.00% | −333−53.2% | Reduced |
| N.E.W. Advisory Services LLC | 285 | $2.65K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 227 | $2.11K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $1.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 195 | $1.81K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 181 | $1.68K | 0.00% | +171+1,710.0% | Added |
| C M Bidwell & Associates Ltd | 180 | $1.67K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 175 | $1.63K | 0.00% | +175 | New |
| Parkside Financial Bank & Trust | 129 | $1.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 122 | $1.14K | 0.00% | +122 | New |
| Covestor Ltd | 112 | $1.00K | 0.00% | +35+45.5% | Added |
| Raffa Wealth Management, LLC | 94 | $874 | 0.00% | +94 | New |
| Salomon & Ludwin, LLC | 92 | $850 | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $465 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 41 | $381 | 0.00% | +41 | New |
| IFP Advisors, Inc | 29 | $270 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 25 | $231 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $186 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14 | $133 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $96 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $71 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $45 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4 | $37 | 0.00% | +4 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −185,487−100.0% | Sold out |
| Eversept Partners, LP | 0 | $0 | 0.00% | −151,283−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −147,946−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −123,620−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −95,985−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −83,979−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −61,732−100.0% | Sold out |
| Potomac Capital Management, Inc. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −54,600−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −45,748−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −43,562−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −23,107−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −20,289−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −20,279−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −19,330−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −13,223−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −10,284−100.0% | Sold out |
| B. Riley Financial, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,318−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,323−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −992−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Cim Investment Mangement Inc | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |