Institutional Ownership Diversified Healthcare Trust (DHC)
This table provides information about the institutional ownership of Diversified Healthcare Trust (DHC). We have compiled data on the 220 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $827 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
936
shares
|
$4,333
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
909
shares
|
$4,208
0.0% of portfolio
|
Q4 2024
Reduced 46.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
875
shares
|
$4,051
0.0% of portfolio
|
Q3 2025
Added 38.89%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
850
shares
|
$3,935
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
850
shares
|
$3,935
0.0% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
656
shares
|
$3,037
0.0% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
610
shares
|
$2,824
0.0% of portfolio
|
Q3 2025
Reduced 13.48%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
511
shares
|
$2,365
0.0% of portfolio
|
Q1 2025
Added 48.12%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$2,315
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
500
shares
|
$2,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
355
shares
|
$1,643
0.0% of portfolio
|
Q2 2025
Reduced 63.25%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
350
shares
|
$1,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
319
shares
|
$1,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
304
shares
|
$1,407
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
294
shares
|
$1,361
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
285
shares
|
$1,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
200
shares
|
$926
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
199
shares
|
$921
0.0% of portfolio
|
Q3 2025
Reduced 18.78%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
197
shares
|
$912
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
195
shares
|
$902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
180
shares
|
$833
0.0% of portfolio
|
Q3 2025
Added 80.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
129
shares
|
$597
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
120
shares
|
$555
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
92
shares
|
$425
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
78
shares
|
$361
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|