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 201 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $661 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 08, 2024 Q2 2024 |
197
shares
|
$742
0.0% of portfolio
|
Q2 2024
Added 19600.0%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
155
shares
|
$584
0.0% of portfolio
|
Q1 2024
Reduced 67.74%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
152
shares
|
$573
0.0% of portfolio
|
Q2 2024
Reduced 82.14%
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
100
shares
|
$377
0.0% of portfolio
|
Q3 2023
New holding
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
100
shares
|
$377
0.0% of portfolio
|
Q3 2023
Reduced 23.08%
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
61
shares
|
$229
0.0% of portfolio
|
Q4 2023
Added 1.67%
|
|
City State Bank
Norwalk, IA |
Jul 09, 2024 Q2 2024 |
50
shares
|
$188
0.0% of portfolio
|
Q2 2024
New holding
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
40
shares
|
$150
0.0% of portfolio
|
Q1 2024
Reduced 97.6%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
35
shares
|
$131
0.0% of portfolio
|
Q4 2023
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
30
shares
|
$113
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
23
shares
|
$86
0.0% of portfolio
|
Q4 2022
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
20
shares
|
$75
0.0% of portfolio
|
Q2 2022
Reduced 98.02%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
16
shares
|
$60
0.0% of portfolio
|
Q2 2024
New holding
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
14
shares
|
$52
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
11
shares
|
$41
0.0% of portfolio
|
Q2 2024
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
10
shares
|
$37
0.0% of portfolio
|
Q4 2020
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
8
shares
|
$30
0.0% of portfolio
|
Q1 2021
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
1
shares
|
$3
0.0% of portfolio
|
Q2 2024
Reduced 99.96%
|