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Diversified Healthcare Trust Ownership | Who Owns Diversified Healthcare Trust?

OverviewForecastRevenueFinancialsChartTranscripts

Diversified Healthcare Trust Ownership Summary

Diversified Healthcare Trust is owned by 10.86% institutional investors, 10.07% insiders, and 79.07% retail investors. Flat footed is the largest institutional shareholder, holding 9.80% of DHC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.87% of its assets in Diversified Healthcare Trust shares.

DHC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockDiversified Healthcare Trust10.86%10.07%79.07%
SectorReal Estate Stocks 46.98%8.71%44.31%
IndustryHealthcare REIT Stocks48.71%3.53%47.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Flat footed23.49M9.80%$54.02M
Vanguard group19.72M8.23%$45.35M
Blackrock funding, inc. /de19.67M8.21%$45.25M
Blackrock17.47M7.30%$53.28M
Silver point capital15.50M6.46%$37.21M
H/2 credit manager lp14.92M6.22%$34.31M
D. e. shaw10.98M4.58%$25.25M
Nomura10.79M4.50%$24.83M
State street6.73M2.81%$15.47M
Blackbarn capital partners lp6.25M2.61%$14.38M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Flat footed23.49M13.72%$54.02M
H/2 credit manager lp14.92M8.77%$34.31M
Lonestar capital management4.10M3.77%$9.84M
Silver point capital15.50M2.96%$37.21M
Blackbarn capital partners lp6.25M0.79%$14.38M
Southport management90.00K0.75%$207.00K
Park west asset management3.58M0.69%$8.58M
Nierenberg investment management company456.11K0.58%$1.05M
Carronade capital management, lp2.02M0.28%$4.86M
Black maple capital management lp180.40K0.24%$432.97K

Top Buyers

HolderShares% AssetsChange
Healthcare of ontario pension plan trust fund4.00M0.02%4.00M
Park west asset management3.58M0.69%3.58M
Carronade capital management, lp2.02M0.28%2.02M
Blackbarn capital partners lp6.25M0.79%1.84M
Blackrock funding, inc. /de19.67M0.00%1.39M

Top Sellers

HolderShares% AssetsChange
Charles schwab investment management4.19M0.00%-2.32M
D. e. shaw10.98M0.02%-1.13M
Union square park capital management---925.00K
Blackrock17.47M0.00%-889.52K
Anson funds management lp---714.74K

New Positions

HolderShares% AssetsChangeValue
Healthcare of ontario pension plan trust fund4.00M0.02%4.00M$9.20M
Park west asset management3.58M0.69%3.58M$8.58M
Carronade capital management, lp2.02M0.28%2.02M$4.86M
Mizuho markets americas500.00K0.02%500.00K$1.15M
Cibc world markets430.44K0.01%430.44K$990.01K

Sold Out

HolderChange
Allworth financial lp-1.00
Sandy spring bank-1.00
Wetzel investment advisors-11.00
Van hulzen asset management-15.00
Psi advisors-16.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202511-94.84%26,065,824-85.62%100.19%4-95.79%4-92.16%
Dec 31, 20242082.97%180,842,0460.49%751.34%949.30%49-12.50%
Sep 30, 20242002.56%179,901,2951.07%751.36%8610.26%55-20.29%
Jun 30, 2024192-177,919,870-1.65%741.30%788.33%6911.29%
Mar 31, 20241924.92%180,911,430-0.87%751.30%72-15.29%628.77%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv6.92M2.87%98.69K
Vanguard US Total Market Shares ETF6.81M2.82%-
Vanguard Real Estate Index Investor6.34M2.63%-97.32K
iShares Russell 2000 ETF5.60M2.32%2.75K
Vanguard Institutional Extnd Mkt Idx Tr3.50M1.45%7.82K
Fidelity Small Cap Index2.19M0.91%-
iShares Russell 2000 Value ETF2.01M0.83%-
State St Russell Sm/Mid Cp® Indx SL Cl I1.45M0.60%5.96K
State St Russell Sm/Mid Cp® Indx NL Cl C1.45M0.60%5.96K
Fidelity Extended Market Index1.21M0.50%29.13K

Recent Insider Transactions

DateNameRoleActivityValue
Jun 14, 2023PORTNOY ADAM D.-Buy$6.13M
Jun 12, 2023PORTNOY ADAM D.-Buy$5.78M
Jun 13, 2023PORTNOY ADAM D.-Buy$6.03M
Jun 08, 2023PORTNOY ADAM D.-Buy$4.16M
Jun 09, 2023PORTNOY ADAM D.-Buy$4.94M

Insider Transactions Trends

DateBuySell
2024 Q1--
2023 Q4--
2023 Q3--
2023 Q212-
2022 Q3--

DHC Ownership FAQ

Who Owns Diversified Healthcare Trust?

Diversified Healthcare Trust shareholders are primarily institutional investors at 10.86%, followed by 10.07% insiders and 79.07% retail investors. The average institutional ownership in Diversified Healthcare Trust's industry, Healthcare REIT Stocks, is 48.71%, which Diversified Healthcare Trust falls below.

Who owns the most shares of Diversified Healthcare Trust?

Diversified Healthcare Trust’s largest shareholders are Flat footed (23.49M shares, 9.80%), Vanguard group (19.72M shares, 8.23%), and Blackrock funding, inc. /de (19.67M shares, 8.21%). Together, they hold 26.24% of Diversified Healthcare Trust’s total shares outstanding.

Does Blackrock own Diversified Healthcare Trust?

Yes, BlackRock owns 7.30% of Diversified Healthcare Trust, totaling 17.47M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 53.28M$. In the last quarter, BlackRock decreased its holdings by -890K shares, a -4.85% change.

Who is Diversified Healthcare Trust’s biggest shareholder by percentage of total assets invested?

Flat footed is Diversified Healthcare Trust’s biggest shareholder by percentage of total assets invested, with 13.72% of its assets in 23.49M Diversified Healthcare Trust shares, valued at 54.02M$.

Who is the top mutual fund holder of Diversified Healthcare Trust shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Diversified Healthcare Trust shares, with 2.87% of its total shares outstanding invested in 6.92M Diversified Healthcare Trust shares.

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