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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 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 Real Estate Index Investor is the top mutual fund, with 3.14% of its assets in Diversified Healthcare Trust shares.

DHC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockDiversified Healthcare Trust83.04%10.29%6.68%
SectorReal Estate Stocks 49.59%9.70%40.71%
IndustryHealthcare REIT Stocks61.02%2.86%36.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de23.88M9.94%$158.55M
Flat footed23.49M9.77%$155.95M
Vanguard group19.77M8.22%$95.88M
Blackrock17.47M7.30%$53.28M
Silver point capital15.50M6.45%$102.95M
H/2 credit manager lp14.92M6.21%$99.05M
D. e. shaw10.98M4.58%$25.25M
State street8.99M3.74%$59.67M
Nomura7.33M3.05%$48.69M
Geode capital management6.61M2.75%$43.89M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
H/2 credit manager lp14.92M19.82%$99.05M
Flat footed23.49M16.94%$155.95M
Silver point capital15.50M7.91%$102.95M
Blackbarn capital partners lp4.81M2.57%$31.95M
Southport management110.00K2.00%$485.10K
Lonestar capital management1.60M1.58%$10.62M
Nierenberg investment management company456.11K1.50%$3.03M
Park west asset management2.33M1.31%$15.45M
Ldr capital management107.26K0.96%$712.18K
Davidson kempner capital management lp6.25M0.57%$41.49M

Top Buyers

HolderShares% AssetsChange
Davidson kempner capital management lp6.25M0.57%6.25M
State street8.99M0.00%2.34M
Jpmorgan chase2.77M0.00%1.78M
T. rowe price investment management1.65M0.01%1.65M
Vanguard fiduciary trust1.43M0.00%1.43M

Top Sellers

HolderShares% AssetsChange
Nomura7.33M0.13%-2.98M
Blackbarn capital partners lp4.81M2.57%-1.72M
Brigade capital management, lp---1.60M
Lonestar capital management1.60M1.58%-1.40M
D. e. shaw10.98M0.02%-1.13M

New Positions

HolderShares% AssetsChangeValue
Davidson kempner capital management lp6.25M0.57%6.25M$41.49M
T. rowe price investment management1.65M0.01%1.65M$10.95M
Vanguard fiduciary trust1.43M0.00%1.43M$9.47M
Hennessy advisors1.21M0.36%1.21M$11.23M
Cibc world markets924.53K0.02%924.53K$4.48M

Sold Out

HolderChange
Sandy spring bank-1.00
Wetzel investment advisors-11.00
Van hulzen asset management-15.00
Psi advisors-16.00
True wealth design-20.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20262363.96%199,523,0765.11%831.33%14030.84%48-2.04%
Dec 31, 2025143-32.55%83,495,396-54.41%340.60%63-31.52%29-46.30%
Sep 30, 2025201-182,494,8000.80%751.34%85-2.30%52-
Jun 30, 2025200-5.66%181,026,111-1.10%751.30%888.64%50-25.37%
Mar 31, 202511-94.84%26,065,824-85.62%100.19%4-95.79%4-92.16%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Real Estate Index Investor7.61M3.14%127.53K
Vanguard Total Stock Mkt Idx Inv6.95M2.87%-44.08K
Vanguard US Total Market Shares ETF6.81M2.82%-
iShares Russell 2000 ETF5.88M2.43%34.91K
T. Rowe Price Small-Cap Value2.52M1.04%1.27M
Vanguard Institutional Extnd Mkt Idx Tr2.50M1.03%37.03K
Fidelity Small Cap Index2.17M0.90%18.00K
iShares Russell 2000 Value ETF2.08M0.86%-14.33K
Schwab US REIT ETF™1.69M0.70%-
T. Rowe Price U.S. SC Value Eq Tr-D1.66M0.68%1.02M

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
2025 Q3--
2024 Q1--
2023 Q4--
2023 Q3--
2023 Q212-

DHC Ownership FAQ

Who Owns Diversified Healthcare Trust?

Diversified Healthcare Trust shareholders are primarily institutional investors at 83.04%, followed by 10.29% insiders and 6.67% retail investors. The average institutional ownership in Diversified Healthcare Trust's industry, Healthcare REIT Stocks, is 61.02%, which Diversified Healthcare Trust exceeds.

Who owns the most shares of Diversified Healthcare Trust?

Diversified Healthcare Trust’s largest shareholders are Blackrock funding, inc. /de (23.88M shares, 9.94%), Flat footed (23.49M shares, 9.77%), and Vanguard group (19.77M shares, 8.22%). Together, they hold 27.94% 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?

H/2 credit manager lp is Diversified Healthcare Trust’s biggest shareholder by percentage of total assets invested, with 19.82% of its assets in 14.92M Diversified Healthcare Trust shares, valued at 99.05M$.

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

Vanguard Real Estate Index Investor is the top mutual fund holder of Diversified Healthcare Trust shares, with 3.14% of its total shares outstanding invested in 7.61M Diversified Healthcare Trust shares.

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