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 219 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $555 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
850
shares
|
$2,703
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
511
shares
|
$1,624
0.0% of portfolio
|
Q1 2025
Added 48.12%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
500
shares
|
$1,590
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$1,590
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
500
shares
|
$1,590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
395
shares
|
$1,256
0.0% of portfolio
|
Q1 2025
Added 102.56%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
350
shares
|
$1,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
300
shares
|
$954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
300
shares
|
$954
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
294
shares
|
$934
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
285
shares
|
$906
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
255
shares
|
$810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
245
shares
|
$779
0.0% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
207
shares
|
$658
0.0% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
204
shares
|
$648
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
200
shares
|
$636
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
155
shares
|
$492
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
152
shares
|
$483
0.0% of portfolio
|
Q2 2024
Reduced 82.14%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
92
shares
|
$292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
80
shares
|
$254
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
50
shares
|
$159
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
49
shares
|
$155
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
40
shares
|
$127
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
36
shares
|
$114
0.0% of portfolio
|
Q1 2025
Added 89.47%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
33
shares
|
$104
0.0% of portfolio
|
Q1 2025
New holding
|