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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 74.38% institutional investors, 10.23% insiders, and 15.39% retail investors. Flat footed is the largest institutional shareholder, holding 9.82% of DHC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.83% of its assets in Diversified Healthcare Trust shares.

DHC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockDiversified Healthcare Trust74.38%10.23%15.39%
SectorReal Estate Stocks 64.01%7.35%28.63%
IndustryHealthcare REIT Stocks74.78%3.71%21.51%
IdeaREIT Stocks 69.55%4.60%25.85%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Flat footed23.49M9.82%$71.64M
Vanguard group19.72M8.24%$60.15M
Blackrock17.47M7.30%$53.28M
Silver point capital15.50M6.48%$47.29M
H/2 credit manager lp14.92M6.24%$45.50M
D. e. shaw13.13M5.49%$40.06M
Charles schwab investment management8.79M3.68%$26.81M
State street6.58M2.75%$20.07M
Lonestar capital management6.36M2.66%$19.40M
Geode capital management5.61M2.35%$17.12M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Lonestar capital management6.36M21.59%$19.40M
H/2 credit manager lp14.92M12.25%$45.50M
Flat footed23.49M6.74%$71.64M
Garner asset management460.78K2.99%$6.32M
Silver point capital15.50M2.59%$47.29M
Union square park capital management869.73K2.35%$2.65M
Blackbarn capital partners lp4.00M1.08%$12.20M
Southport management75.00K1.02%$228.75K
Nierenberg investment management company456.11K0.78%$1.39M
Brigade capital management, lp400.00K0.28%$1.22M

Top Buyers

HolderShares% AssetsChange
Blackbarn capital partners lp4.00M1.08%2.25M
Goldman sachs group1.11M0.00%415.03K
Jane street group901.30K0.00%285.89K
Norges bank266.70K0.00%266.70K
Quinn opportunity partners354.66K0.12%258.66K

Top Sellers

HolderShares% AssetsChange
Charles schwab investment management8.79M0.01%-2.13M
Blackrock17.47M0.00%-889.52K
Beryl capital management126.04K0.12%-877.75K
Invesco757.17K0.00%-603.00K
Millennium management838.20K0.00%-452.92K

New Positions

HolderShares% AssetsChangeValue
Norges bank266.70K0.00%266.70K$813.43K
Mirae asset global etfs122.03K0.00%122.03K$372.18K
Corebridge financial117.51K0.00%117.51K$358.41K
Omers administration100.10K0.00%100.10K$305.31K
Janus henderson group74.60K0.00%74.60K$227.16K

Sold Out

HolderChange
Umb bank, n.a.-30.00
Nelson, van denburg & campbell wealth management group-57.00
Key financial-80.00
Huntington national bank-190.00
Truvestments capital-300.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2024192-177,919,870-1.65%741.30%788.33%6911.29%
Mar 31, 20241924.92%180,911,430-0.87%751.30%72-15.29%628.77%
Dec 31, 2023183-0.54%182,495,7742.56%761.37%85-571.79%
Sep 30, 202318412.88%177,946,7181.34%741.38%8546.55%56-3.45%
Jun 30, 2023163-6.32%175,601,977-2.89%731.28%58-30.12%5813.73%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv6.81M2.83%-
Vanguard Real Estate Index Investor6.67M2.77%-68.91K
iShares Russell 2000 ETF5.70M2.36%-12.81K
Schwab Fundamental U.S. Small CompanyETF3.91M1.62%-
Vanguard Institutional Extnd Mkt Idx Tr3.37M1.40%-35.40K
Fidelity Small Cap Index2.25M0.93%-54.69K
iShares Russell 2000 Value ETF2.08M0.86%-
State St Russell Sm/Mid Cp® Indx NL Cl C1.51M0.63%-44.90K
Fidelity Extended Market Index1.27M0.53%-41.37K
Vanguard Real Estate II Index1.08M0.45%5.75K

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
2024 Q1--
2023 Q4--
2023 Q3--
2023 Q212-
2022 Q3--

DHC Ownership FAQ

Who Owns Diversified Healthcare Trust?

Diversified Healthcare Trust shareholders are primarily institutional investors at 74.38%, followed by 10.23% insiders and 15.39% retail investors. The average institutional ownership in Diversified Healthcare Trust's industry, Healthcare REIT Stocks, is 74.78%, which Diversified Healthcare Trust falls below.

Who owns the most shares of Diversified Healthcare Trust?

Diversified Healthcare Trust’s largest shareholders are Flat footed (23.49M shares, 9.82%), Vanguard group (19.72M shares, 8.24%), and Blackrock (17.47M shares, 7.30%). Together, they hold 25.37% 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?

Lonestar capital management is Diversified Healthcare Trust’s biggest shareholder by percentage of total assets invested, with 21.59% of its assets in 6.36M Diversified Healthcare Trust shares, valued at 19.4M$.

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 2.83% of its total shares outstanding invested in 6.81M Diversified Healthcare Trust shares.

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