Diversified Healthcare Trust (DHC) Ownership

2.99 ↓0.03 (-0.99%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Flat Footed LLC is the biggest individual institutional holder of Diversified Healthcare Trust (DHC), owning a total of 23.5 million shares. Combined, the top 46 institutional holders of DHC own 95.00% of the company with a total of 228.9 million shares.

In the latest ownership report on December 31st 2024, the top 46 institutional holders increased their combined ownership of DHC by 3.8 million shares. 10 institutions bought 8,415,585 total additional shares and increased their ownership by an average of 11.40%. However 6 institutions sold 4,590,937 total shares and decreased their ownership by an average of 12.31%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Diversified Healthcare Trust increased by a net total of 3,824,648 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Flat Footed LLC9.735%0.000%23,487,00002024-12-31
Vanguard Group Inc8.172%-0.284%19,717,796-56,0822024-12-31
BlackRock Inc8.154%7.627%19,673,7651,394,1652024-12-31
Silver Point Capital LP6.426%0.000%15,504,81002024-12-31
H/2 Credit Manager LP6.183%0.000%14,917,36602024-12-31
D. E. Shaw & Co LP4.551%-9.337%10,980,398-1,130,7542024-12-31
Nomura Holdings Inc4.474%-5.992%10,794,534-688,0162024-12-31
State Street Corp2.788%2.838%6,725,451185,5682024-12-31
BlackBarn Capital Partners LP2.590%41.772%6,250,0001,841,5032024-12-31
Geode Capital Management, LLC2.361%0.513%5,696,51329,0622024-12-31
Lonestar Capital Management LLC1.990%0.000%4,800,00002024-12-31
Charles Schwab Investment Management Inc1.738%-35.590%4,193,311-2,317,0442024-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1.658%0.000%4,000,0004,000,0002024-12-31
Northern Trust Corp0.885%9.616%2,134,083187,2082024-12-31
Dimensional Fund Advisors, Inc.0.854%4.537%2,060,32689,4152024-12-31
CastleKnight Management LP0.765%30.132%1,845,842427,4002024-12-31
Prudential Financial Inc0.748%15.448%1,804,078241,4002024-12-31
Goldman Sachs Group Inc0.618%-18.330%1,491,875-334,8392024-12-31
Arrowstreet Capital Limited Partnership0.588%-4.329%1,418,920-64,2022024-12-31
RBF LLC0.547%1.528%1,319,86419,8642024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Flat Footed LLC9.735%0.000%23,487,00002024-12-31
Vanguard Group Inc8.172%-0.284%19,717,796-56,0822024-12-31
BlackRock Inc8.154%7.627%19,673,7651,394,1652024-12-31
Silver Point Capital LP6.426%0.000%15,504,81002024-12-31
H/2 Credit Manager LP6.183%0.000%14,917,36602024-12-31
D. E. Shaw & Co LP4.551%-9.337%10,980,398-1,130,7542024-12-31
Nomura Holdings Inc4.474%-5.992%10,794,534-688,0162024-12-31
Zimmer Partners LP3.014%43.540%7,227,3352,192,2602023-03-31
Strategic Value Partners, LLC2.858%0.000%6,853,0806,853,0802023-03-31
State Street Corp2.788%2.838%6,725,451185,5682024-12-31
State Street Corporation2.754%-2.372%6,625,992-161,0102024-03-31
Bank of America Corp2.642%2,981.820%6,351,6336,145,5332023-12-31
BlackBarn Capital Partners LP2.590%41.772%6,250,0001,841,5032024-12-31
Geode Capital Management, LLC2.361%0.513%5,696,51329,0622024-12-31
Nantahala Capital Management, LLC2.247%27.844%5,388,6371,173,6372023-03-31
Lonestar Capital Management LLC1.990%0.000%4,800,00002024-12-31
Charles Schwab Investment Management Inc1.738%-35.590%4,193,311-2,317,0442024-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1.658%0.000%4,000,0004,000,0002024-12-31
AQR Capital Management LLC1.243%-48.845%2,980,584-2,846,0212023-03-31
Ergoteles LLC1.230%439.720%2,948,1412,401,9062022-12-31
B. Riley Financial Inc1.049%0.000%2,516,3202,516,3202023-03-31
Nuveen Asset Management, LLC1.027%52.201%2,468,940846,7772023-06-30
Susquehanna International Group, LLP1.006%0.664%2,419,04515,9532023-09-30
Jacobs Levy Equity Management, Inc.0.999%-15.076%2,395,297-425,2272022-06-30
GRATIA CAPITAL, LLC0.987%95.831%2,365,4841,157,5632022-12-31
Putnam Investments LLC0.921%69.151%2,206,820902,1742022-09-30
Northern Trust Corp0.885%9.616%2,134,083187,2082024-12-31
Dimensional Fund Advisors, Inc.0.854%4.537%2,060,32689,4152024-12-31
SG Americas Securities, LLC0.852%0.412%2,043,3038,3772023-03-31
Potomac Capital Management, Inc.0.834%8.054%1,999,000149,0002023-03-31
CastleKnight Management LP0.765%30.132%1,845,842427,4002024-12-31
Prudential Financial Inc0.748%15.448%1,804,078241,4002024-12-31
JPMorgan Chase & Co0.716%60.255%1,727,612649,5742024-09-30
Goldman Sachs Group Inc0.618%-18.330%1,491,875-334,8392024-12-31
Arrowstreet Capital Limited Partnership0.588%-4.329%1,418,920-64,2022024-12-31
Amvescap Plc.0.565%-31.004%1,360,180-611,2052024-03-31
Two Sigma Advisers, LLC0.548%-14.690%1,321,800-227,6002024-06-30
RBF LLC0.547%1.528%1,319,86419,8642024-12-31
Millennium Management LLC0.537%54.809%1,291,120457,1122024-03-31
Morgan Stanley - Brokerage Accounts0.530%-41.323%1,279,006-900,7422024-09-30
Citadel Advisors Llc0.493%20.796%1,188,570204,6192024-09-30
Two Sigma Investments LLC0.494%-9.151%1,187,246-119,5882023-09-30
Bank of New York Mellon Corp0.491%3.581%1,184,21940,9392024-06-30
AllianceBernstein L.P.0.492%23.739%1,182,324226,8242024-06-30
JANE STREET GROUP, LLC0.478%254.229%1,150,354825,6052023-09-30
Renaissance Technologies Corp0.171%327.404%413,300316,6002024-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Diversified Healthcare Trust (DHC), owning a total of 18.4 million shares. Combined, the top 53 mutual fund holders of DHC own 48.63% of the company with a total of 116.9 million shares.

In the latest ownership report on April 30th 2025, the top 53 fund holders increased their combined ownership of DHC by 8 thousand shares. 1 funds bought 915 total additional shares and increased their ownership by an average of 0.02%. However 3 funds sold 8,787 total shares and decreased their ownership by an average of 0.2%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Diversified Healthcare Trust decreased by a net total of -7,872 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF2.244%0.017%5,415,1639152025-04-30
iShares Russell 2000 Value ETF0.863%-0.338%2,081,738-7,0602025-04-30
Schwab US Small-Cap ETF™0.422%-0.051%1,017,526-5182025-04-30
iShares Core US REIT ETF0.230%0.000%555,78902025-04-30
Invesco RAFI US 1500 Small-Mid ETF0.225%-0.223%542,054-1,2092025-04-30
iShares Micro-Cap ETF0.196%0.000%473,44402025-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF7.686%0.162%18,424,39329,7672022-11-30
Schwab Fundamental US Small Company ETF3.108%0.000%7,471,08702024-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.062%14.666%7,363,201941,7422023-03-31
Vanguard Total Stock Mkt Idx Inv2.828%0.000%6,823,41202025-03-31
Vanguard US Total Market Shares ETF2.824%0.000%6,813,21502024-09-30
Vanguard Real Estate Index Investor2.669%-0.257%6,439,473-16,5792025-03-31
iShares Russell 2000 ETF2.244%0.017%5,415,1639152025-04-30
Vanguard Institutional Extnd Mkt Idx Tr1.447%1.970%3,491,57367,4622025-03-31
iShares S&P Small-Cap 600 Value ETF1.441%0.088%3,454,7473,0232022-11-30
Vanguard Extended Market Index Investor1.403%-0.015%3,364,820-5172023-08-31
Vanguard Small Cap Index1.269%0.008%3,041,4452542022-11-30
Fidelity® Small Cap Index0.960%3.157%2,308,61970,6582023-10-31
Fidelity Small Cap Index0.910%0.000%2,194,77302025-02-28
Vanguard Small Cap Value Index Inv0.875%0.692%2,097,02614,4122022-11-30
iShares Russell 2000 Value ETF0.863%-0.338%2,081,738-7,0602025-04-30
SPDR® S&P 600 Small Cap Value ETF0.842%0.000%2,017,89002022-11-30
Putnam U.S. Small Cap Value Equity0.654%70.295%1,566,929646,8002022-09-30
Putnam Small Cap Value Managed Account0.654%70.295%1,566,929646,8002022-09-30
Putnam Small Cap Value A0.654%70.295%1,566,929646,8002022-09-30
State St Russell Sm/Mid Cp® Indx SL Cl I0.597%-2.886%1,440,290-42,8002025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.597%-2.886%1,440,290-42,8002025-03-31
Schwab Fundamental US Large Company ETF0.545%0.026%1,305,5283452023-02-28
TMA Global Health Care REIT Mother Fund0.541%-16.895%1,300,575-264,3972023-04-18
SPDR® Portfolio S&P 600 Sm Cap ETF0.514%0.208%1,231,3232,5502022-11-30
Fidelity Extended Market Index0.500%2.476%1,205,63829,1262025-03-31
Fidelity® Extended Market Index0.481%0.000%1,157,12702023-11-30
Principal SmallCap S&P 600 Idx SP0.479%0.000%1,146,87402022-11-30
Vanguard S&P Small-Cap 600 ETF0.457%-0.264%1,095,191-2,8962022-11-30
Vanguard Real Estate II Index0.454%1.405%1,094,82315,1682025-03-31
Vanguard Russell 2000 ETF0.422%1.222%1,017,88412,2872025-03-31
Schwab US Small-Cap ETF™0.422%-0.051%1,017,526-5182025-04-30
State St Russell Sm Cap® Indx NL Cl C0.370%0.000%889,16002023-09-30
TIAA-CREF Equity Index Instl0.364%0.000%872,13702023-05-31
Schwab Fundamental U.S. Small CompanyETF0.359%0.000%865,18502025-04-29
TIAA-CREF Quant Small-Cap Equity Instl0.353%-39.590%846,540-554,7802023-07-31
Schwab Fundamental US Large Company Idx0.350%0.000%837,94702023-02-28
AST Prudential Growth Allocation Port0.342%32.939%820,500203,3002023-07-31
State St Russell Sm Cap® Indx SL Cl I0.331%0.000%799,56002025-03-31
Schwab Fundamental US Small Company Idx0.313%-0.480%754,114-3,6392024-11-30
AB Small Cap Core Z0.299%0.000%720,91002024-12-31
DFA Global Real Estate Securities Port0.298%-5.518%718,276-41,9492025-03-31
Russell Inv US Small Cap Equity E0.298%0.000%713,52102023-01-31
Invesco FTSE RAFI US 1500 Small-Mid ETF0.282%0.000%679,25402025-02-28
Invesco Russell 2000® Dynamic Mltfct ETF0.257%0.000%619,10502024-06-30
DFA Real Estate Securities I0.249%0.000%601,79602025-03-31
BlackRock Extended Mkt Composite0.234%-0.063%560,681-3552022-12-31
iShares Core US REIT ETF0.230%0.000%555,78902025-04-30
Invesco RAFI US 1500 Small-Mid ETF0.225%-0.223%542,054-1,2092025-04-30
iShares Residential & Multisector RE ETF0.224%0.000%540,73602024-12-31
NT R2000 Index Fund - NL0.218%2.024%526,62710,4482025-03-31
Schwab Small Cap Index0.218%0.000%526,18302025-03-31
NT R2000 Value Index Fund - NL0.216%-3.756%521,791-20,3642024-12-31
iShares Micro-Cap ETF0.196%0.000%473,44402025-04-30

Discussions

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bulls_only6/23/24 11:04pm

$DHC Shorts talk the talk but cant walk the walk

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