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 Total Stock Mkt Idx Inv is the top mutual fund, with 2.88% 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 48.86%9.88%41.26%
IndustryHealthcare REIT Stocks61.33%2.73%35.94%

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
Cibc world markets924.53K0.02%924.53K$4.48M
Eam investors649.02K0.50%649.02K$4.31M

Sold Out

HolderChange
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


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 Total Stock Mkt Idx Inv6.98M2.88%34.27K
Vanguard US Total Market Shares ETF6.81M2.82%-
Vanguard Real Estate Index Investor6.29M2.60%-22.73K
iShares Russell 2000 ETF5.20M2.15%43.90K
Vanguard Institutional Extnd Mkt Idx Tr2.46M1.01%27.65K
Fidelity Small Cap Index2.15M0.89%28.04K
Schwab Fundamental U.S. Small CompanyETF2.03M0.84%-
iShares Russell 2000 Value ETF1.88M0.78%10.13K
Schwab US REIT ETF™1.54M0.63%-
State St Russell Sm/Mid Cp® Indx NL Cl C1.45M0.60%5.96K

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 61.33%, 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 Total Stock Mkt Idx Inv is the top mutual fund holder of Diversified Healthcare Trust shares, with 2.88% of its total shares outstanding invested in 6.98M Diversified Healthcare Trust shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools