Diversified Healthcare Trust (DHC) Ownership

2.46 ↑0.05 (2.07%)
As of March 28, 2024, 3:59pm 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 40 institutional holders of DHC own 92.84% of the company with a total of 223.1 million shares.

In the latest ownership report on December 31st 2023, the top 40 institutional holders increased their combined ownership of DHC by 9.1 million shares. 12 institutions bought 13,479,548 total additional shares and increased their ownership by an average of 272.77%. However 5 institutions sold 4,381,457 total shares and decreased their ownership by an average of 14.26%.

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 9,098,091 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Flat Footed LLC9.769%0.000%23,487,00002023-12-31
Vanguard Group Inc8.352%0.854%20,078,770169,9252023-12-31
BlackRock Inc7.774%5.814%18,689,0851,026,8872023-12-31
Silver Point Capital LP6.539%29.383%15,720,0003,570,0002023-12-31
H/2 Credit Manager LP6.205%0.000%14,917,36602023-12-31
Charles Schwab Investment Management Inc5.968%-16.626%14,346,995-2,861,0812023-12-31
Lonestar Capital Management LLC2.982%1.193%7,169,00084,5082023-12-31
State Street Corporation2.823%2.606%6,787,002172,3662023-12-31
Bank of America Corp2.642%2,981.820%6,351,6336,145,5332023-12-31
Geode Capital Management, LLC2.293%3.265%5,512,025174,2792023-12-31
Prudential Financial Inc0.935%-6.067%2,248,562-145,2212023-12-31
Northern Trust Corp0.890%0.765%2,140,35816,2572023-12-31
Amvescap Plc.0.820%17.618%1,971,385295,2952023-12-31
Two Sigma Advisers, LLC0.757%-41.066%1,819,400-1,267,8002023-12-31
Goldman Sachs Group Inc0.757%72.323%1,818,936763,3952023-12-31
Dimensional Fund Advisors, Inc.0.740%-1.088%1,778,218-19,5552023-12-31
Arrowstreet Capital Limited Partnership0.647%144.589%1,555,599919,5942023-12-31
CastleKnight Management LP0.531%-6.436%1,276,372-87,8002023-12-31
Bank of New York Mellon Corp0.513%12.954%1,233,929141,5092023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Flat Footed LLC9.769%0.000%23,487,00002023-12-31
Vanguard Group Inc8.352%0.854%20,078,770169,9252023-12-31
BlackRock Inc7.774%5.814%18,689,0851,026,8872023-12-31
Silver Point Capital LP6.539%29.383%15,720,0003,570,0002023-12-31
H/2 Credit Manager LP6.205%0.000%14,917,36602023-12-31
Charles Schwab Investment Management Inc5.968%-16.626%14,346,995-2,861,0812023-12-31
D. E. Shaw & Co LP5.597%1.765%13,455,226233,3672023-09-30
Zimmer Partners LP3.014%43.540%7,227,3352,192,2602023-03-31
Lonestar Capital Management LLC2.982%1.193%7,169,00084,5082023-12-31
Strategic Value Partners, LLC2.858%0.000%6,853,0806,853,0802023-03-31
State Street Corporation2.823%2.606%6,787,002172,3662023-12-31
Bank of America Corp2.642%2,981.820%6,351,6336,145,5332023-12-31
Geode Capital Management, LLC2.293%3.265%5,512,025174,2792023-12-31
Nantahala Capital Management, LLC2.247%27.844%5,388,6371,173,6372023-03-31
Citadel Advisors Llc2.126%65.797%5,095,7312,022,2532022-12-31
JPMorgan Chase & Co1.465%-15.965%3,512,241-667,2552023-03-31
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
Morgan Stanley - Brokerage Accounts0.991%32.718%2,374,807585,4462022-12-31
GRATIA CAPITAL, LLC0.987%95.831%2,365,4841,157,5632022-12-31
Prudential Financial Inc0.935%-6.067%2,248,562-145,2212023-12-31
Putnam Investments LLC0.921%69.151%2,206,820902,1742022-09-30
Northern Trust Corp0.890%0.765%2,140,35816,2572023-12-31
SG Americas Securities, LLC0.852%0.412%2,043,3038,3772023-03-31
Millennium Management LLC0.835%-84.663%2,002,107-11,052,0012023-03-31
Potomac Capital Management, Inc.0.834%8.054%1,999,000149,0002023-03-31
Amvescap Plc.0.820%17.618%1,971,385295,2952023-12-31
Two Sigma Advisers, LLC0.757%-41.066%1,819,400-1,267,8002023-12-31
Goldman Sachs Group Inc0.757%72.323%1,818,936763,3952023-12-31
Dimensional Fund Advisors, Inc.0.740%-1.088%1,778,218-19,5552023-12-31
Renaissance Technologies Corp0.652%113.216%1,563,300830,1002022-06-30
Arrowstreet Capital Limited Partnership0.647%144.589%1,555,599919,5942023-12-31
CastleKnight Management LP0.531%-6.436%1,276,372-87,8002023-12-31
Bank of New York Mellon Corp0.513%12.954%1,233,929141,5092023-12-31
Two Sigma Investments LLC0.494%-9.151%1,187,246-119,5882023-09-30
JANE STREET GROUP, LLC0.478%254.229%1,150,354825,6052023-09-30

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 45 mutual fund holders of DHC own 46.75% of the company with a total of 112.3 million shares.

In the latest ownership report on February 29th 2024, the top 45 fund holders increased their combined ownership of DHC by 3 thousand shares. 1 funds bought 3,559 total additional shares and increased their ownership by an average of 0.03%. However 1 funds sold 949 total shares and decreased their ownership by an average of 0.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Diversified Healthcare Trust increased by a net total of 2,610 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Schwab Fundamental US Small Company ETF4.261%0.035%10,245,1133,5592024-02-29
iShares Russell 2000 ETF2.416%-0.016%5,809,096-9492024-02-29
Invesco FTSE RAFI US 1500 Small-Mid ETF0.659%0.000%1,583,91602024-02-29
Schwab US Small-Cap ETF™0.419%0.000%1,006,37702024-02-29
Invesco Russell 2000® Dynamic Mltfct ETF0.249%0.000%598,55202024-02-29

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 ETF4.261%0.035%10,245,1133,5592024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr3.062%14.666%7,363,201941,7422023-03-31
Vanguard Total Stock Mkt Idx Inv3.047%0.000%7,325,88202024-01-31
Vanguard Real Estate Index Investor2.842%0.887%6,832,78160,0422024-01-31
iShares Russell 2000 ETF2.416%-0.016%5,809,096-9492024-02-29
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 Institutional Extnd Mkt Idx Tr1.329%0.039%3,195,7151,2602024-01-31
Vanguard Small Cap Index1.269%0.008%3,041,4452542022-11-30
Schwab Fundamental US Small Company Idx1.032%2.341%2,479,92456,7332024-01-31
Fidelity Small Cap Index0.991%1.166%2,382,26427,4482023-12-31
Fidelity® Small Cap Index0.960%3.157%2,308,61970,6582023-10-31
iShares Russell 2000 Value ETF0.932%0.127%2,239,6522,8342024-02-01
Vanguard Small Cap Value Index Inv0.875%0.692%2,097,02614,4122022-11-30
SPDR® S&P 600 Small Cap Value ETF0.842%0.000%2,017,89002022-11-30
Invesco FTSE RAFI US 1500 Small-Mid ETF0.659%0.000%1,583,91602024-02-29
Putnam Small Cap Value A0.654%70.295%1,566,929646,8002022-09-30
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
State St Russell Sm/Mid Cp® Indx NL Cl C0.586%0.457%1,408,2906,4002024-01-31
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 Index0.501%0.920%1,203,90210,9732024-01-31
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 Index0.444%0.000%1,067,11702024-01-31
Schwab US Small-Cap ETF™0.419%0.000%1,006,37702024-02-29
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
State St Russell Sm Cap® Indx SL Cl I0.362%-2.013%871,260-17,9002024-01-31
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
DFA Global Real Estate Securities Port0.336%-22.431%808,817-233,8852024-01-31
Vanguard Russell 2000 ETF0.334%2.236%803,48117,5722024-01-31
DFA Real Estate Securities I0.318%0.000%761,03402022-12-31
AB Small Cap Core Z0.305%0.000%733,74002024-01-31
Russell Inv US Small Cap Equity E0.298%0.000%713,52102023-01-31
NT R2000 Value Index Fund - NL0.282%-1.889%677,412-13,0432023-12-31
NT R2000 Index Fund - NL0.280%-1.760%672,610-12,0522023-12-31
Invesco Russell 2000® Dynamic Mltfct ETF0.249%0.000%598,55202024-02-29
BlackRock Extended Mkt Composite0.234%-0.063%560,681-3552022-12-31

Discussions

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4texin

$DHC getting this mare ready to run today

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a

$DHC I actually want the market pullback 5% is pretty crazy how this market keep going and going

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glaglewd

$DHC I would not be a bear now

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substancetag

$DHC it's just a matter of time and patience...

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chickenEggs

$DHC I don't know shit
but I know I'm holdin till I at least triple up

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