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 216 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 $479 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$1,325
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
407
shares
|
$1,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
350
shares
|
$927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
345
shares
|
$914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
300
shares
|
$795
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
300
shares
|
$795
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
294
shares
|
$779
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
271
shares
|
$718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
250
shares
|
$662
0.0% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
250
shares
|
$662
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
246
shares
|
$651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
245
shares
|
$649
0.0% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
214
shares
|
$567
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
200
shares
|
$530
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
195
shares
|
$516
0.0% of portfolio
|
Q4 2024
Reduced 42.65%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
152
shares
|
$402
0.0% of portfolio
|
Q2 2024
Reduced 82.14%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
79
shares
|
$209
0.0% of portfolio
|
Q4 2024
Added 97.5%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
50
shares
|
$132
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
49
shares
|
$129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
48
shares
|
$127
0.0% of portfolio
|
Q4 2024
Added 108.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
47
shares
|
$124
0.0% of portfolio
|
Q3 2024
Added 34.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
25
shares
|
$66
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
19
shares
|
$50
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16
shares
|
$42
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
15
shares
|
$39
0.0% of portfolio
|
Q4 2024
New holding
|