Diversified Healthcare Trust Ownership | Who Owns Diversified Healthcare Trust?
Diversified Healthcare Trust Ownership Summary
Diversified Healthcare Trust is owned by 83.04% institutional investors, 10.29% insiders, and 6.68% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.94% of DHC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.88% of its assets in Diversified Healthcare Trust shares.
DHC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Diversified Healthcare Trust | 83.04% | 10.29% | 6.68% |
| Sector | Real Estate Stocks | 48.86% | 9.88% | 41.26% |
| Industry | Healthcare REIT Stocks | 61.33% | 2.73% | 35.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 23.88M | 9.94% | $158.55M |
| Flat footed | 23.49M | 9.77% | $155.95M |
| Vanguard group | 19.77M | 8.22% | $95.88M |
| Blackrock | 17.47M | 7.30% | $53.28M |
| Silver point capital | 15.50M | 6.45% | $102.95M |
| H/2 credit manager lp | 14.92M | 6.21% | $99.05M |
| D. e. shaw | 10.98M | 4.58% | $25.25M |
| State street | 8.99M | 3.74% | $59.67M |
| Nomura | 7.33M | 3.05% | $48.69M |
| Geode capital management | 6.61M | 2.75% | $43.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| H/2 credit manager lp | 14.92M | 19.82% | $99.05M |
| Flat footed | 23.49M | 16.94% | $155.95M |
| Silver point capital | 15.50M | 7.91% | $102.95M |
| Blackbarn capital partners lp | 4.81M | 2.57% | $31.95M |
| Southport management | 110.00K | 2.00% | $485.10K |
| Lonestar capital management | 1.60M | 1.58% | $10.62M |
| Nierenberg investment management company | 456.11K | 1.50% | $3.03M |
| Park west asset management | 2.33M | 1.31% | $15.45M |
| Ldr capital management | 107.26K | 0.96% | $712.18K |
| Davidson kempner capital management lp | 6.25M | 0.57% | $41.49M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Davidson kempner capital management lp | 6.25M | 0.57% | 6.25M |
| State street | 8.99M | 0.00% | 2.34M |
| Jpmorgan chase | 2.77M | 0.00% | 1.78M |
| T. rowe price investment management | 1.65M | 0.01% | 1.65M |
| Vanguard fiduciary trust | 1.43M | 0.00% | 1.43M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nomura | 7.33M | 0.13% | -2.98M |
| Blackbarn capital partners lp | 4.81M | 2.57% | -1.72M |
| Brigade capital management, lp | - | - | -1.60M |
| Lonestar capital management | 1.60M | 1.58% | -1.40M |
| D. e. shaw | 10.98M | 0.02% | -1.13M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Davidson kempner capital management lp | 6.25M | 0.57% | 6.25M | $41.49M |
| T. rowe price investment management | 1.65M | 0.01% | 1.65M | $10.95M |
| Vanguard fiduciary trust | 1.43M | 0.00% | 1.43M | $9.47M |
| Cibc world markets | 924.53K | 0.02% | 924.53K | $4.48M |
| Eam investors | 649.02K | 0.50% | 649.02K | $4.31M |
Sold Out
| Holder | Change |
|---|---|
| Sandy spring bank | -1.00 |
| Wetzel investment advisors | -11.00 |
| Van hulzen asset management | -15.00 |
| Psi advisors | -16.00 |
| Conquis financial | -27.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 236 | 3.96% | 199,523,076 | 5.11% | 83 | 1.33% | 140 | 30.84% | 48 | -2.04% |
| Dec 31, 2025 | 143 | -32.55% | 83,495,396 | -54.41% | 34 | 0.60% | 63 | -31.52% | 29 | -46.30% |
| Sep 30, 2025 | 201 | - | 182,494,800 | 0.80% | 75 | 1.34% | 85 | -2.30% | 52 | - |
| Jun 30, 2025 | 200 | -5.66% | 181,026,111 | -1.10% | 75 | 1.30% | 88 | 8.64% | 50 | -25.37% |
| Mar 31, 2025 | 11 | -94.84% | 26,065,824 | -85.62% | 10 | 0.19% | 4 | -95.79% | 4 | -92.16% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 6.98M | 2.88% | 34.27K |
| Vanguard US Total Market Shares ETF | 6.81M | 2.82% | - |
| Vanguard Real Estate Index Investor | 6.29M | 2.60% | -22.73K |
| iShares Russell 2000 ETF | 5.20M | 2.15% | 43.90K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.46M | 1.01% | 27.65K |
| Fidelity Small Cap Index | 2.15M | 0.89% | 28.04K |
| Schwab Fundamental U.S. Small CompanyETF | 2.03M | 0.84% | - |
| iShares Russell 2000 Value ETF | 1.88M | 0.78% | 10.13K |
| Schwab US REIT ETF™ | 1.54M | 0.63% | - |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 1.45M | 0.60% | 5.96K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 14, 2023 | PORTNOY ADAM D. | - | Buy | $6.13M |
| Jun 12, 2023 | PORTNOY ADAM D. | - | Buy | $5.78M |
| Jun 13, 2023 | PORTNOY ADAM D. | - | Buy | $6.03M |
| Jun 08, 2023 | PORTNOY ADAM D. | - | Buy | $4.16M |
| Jun 09, 2023 | PORTNOY ADAM D. | - | Buy | $4.94M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
| 2023 Q2 | 12 | - |
DHC Ownership FAQ
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