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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 75.46% institutional investors, 10.23% insiders, and 14.32% retail investors. Flat footed is the largest institutional shareholder, holding 9.80% 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 Trust75.46%10.23%14.32%
SectorReal Estate Stocks 55.70%8.24%36.06%
IndustryHealthcare REIT Stocks65.26%3.78%30.95%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Flat footed23.49M9.80%$54.02M
Vanguard group19.72M8.23%$45.35M
Blackrock funding, inc. /de19.67M8.21%$45.25M
Blackrock17.47M7.30%$53.28M
Silver point capital15.50M6.47%$35.66M
H/2 credit manager lp14.92M6.22%$34.31M
D. e. shaw10.98M4.58%$25.25M
Nomura10.79M4.50%$24.83M
State street6.73M2.81%$15.47M
Blackbarn capital partners lp6.25M2.61%$14.38M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Flat footed23.49M13.72%$54.02M
H/2 credit manager lp14.92M8.77%$34.31M
Lonestar capital management4.80M4.03%$11.04M
Silver point capital15.50M3.03%$35.66M
Garner asset management363.67K2.58%$5.70M
Union square park capital management925.00K1.37%$2.13M
Blackbarn capital partners lp6.25M0.79%$14.38M
Southport management90.00K0.75%$207.00K
Nierenberg investment management company456.11K0.58%$1.05M
Brigade capital management, lp400.00K0.28%$920.00K

Top Buyers

HolderShares% AssetsChange
Healthcare of ontario pension plan trust fund4.00M0.02%4.00M
Blackbarn capital partners lp6.25M0.79%1.84M
Blackrock funding, inc. /de19.67M0.00%1.39M
Mizuho markets americas500.00K0.02%500.00K
Cibc world markets430.44K0.01%430.44K

Top Sellers

HolderShares% AssetsChange
Charles schwab investment management4.19M0.00%-2.32M
D. e. shaw10.98M0.02%-1.13M
Blackrock17.47M0.00%-889.52K
Anson funds management lp---714.74K
Nomura10.79M0.03%-688.02K

New Positions

HolderShares% AssetsChangeValue
Healthcare of ontario pension plan trust fund4.00M0.02%4.00M$9.20M
Mizuho markets americas500.00K0.02%500.00K$1.15M
Cibc world markets430.44K0.01%430.44K$990.01K
Norges bank266.70K0.00%266.70K$813.43K
Ing groep nv200.00K0.00%200.00K$460.00K

Sold Out

HolderChange
Allworth financial lp-1.00
Wetzel investment advisors-11.00
Umb bank, n.a.-30.00
Creekmur asset management-30.00
Nelson, van denburg & campbell wealth management group-57.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20242082.97%180,842,0460.49%751.34%949.30%49-12.50%
Sep 30, 20242002.56%179,901,2951.07%751.36%8610.26%55-20.29%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv6.82M2.83%-
Vanguard US Total Market Shares ETF6.81M2.82%-
Vanguard Real Estate Index Investor6.46M2.68%-41.68K
iShares Russell 2000 ETF5.81M2.41%-50.33K
Vanguard Institutional Extnd Mkt Idx Tr3.42M1.42%6.53K
Fidelity Small Cap Index2.19M0.91%-41.10K
iShares Russell 2000 Value ETF2.05M0.85%-
State St Russell Sm/Mid Cp® Indx NL Cl C1.48M0.61%-
State St Russell Sm/Mid Cp® Indx SL Cl I1.44M0.60%-42.80K
Fidelity Extended Market Index1.18M0.49%-7.50K

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 75.46%, followed by 10.23% insiders and 14.31% retail investors. The average institutional ownership in Diversified Healthcare Trust's industry, Healthcare REIT Stocks, is 65.26%, which Diversified Healthcare Trust exceeds.

Who owns the most shares of Diversified Healthcare Trust?

Diversified Healthcare Trust’s largest shareholders are Flat footed (23.49M shares, 9.80%), Vanguard group (19.72M shares, 8.23%), and Blackrock funding, inc. /de (19.67M shares, 8.21%). Together, they hold 26.24% 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?

Flat footed is Diversified Healthcare Trust’s biggest shareholder by percentage of total assets invested, with 13.72% of its assets in 23.49M Diversified Healthcare Trust shares, valued at 54.02M$.

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 6.82M Diversified Healthcare Trust shares.

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