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DHC

Diversified Healthcare Trust

204 hedge funds and large institutions have $445M invested in Diversified Healthcare Trust in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $422M → $445M (+$22.7M)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.72% more ownership

Funds ownership: 75.16%75.88% (+0.72%)

0% less funds holding

Funds holding: 205204 (-1)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

21% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 67

49% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $2.37M

Holders
204
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
53
Reduced
67
Closed
28
Calls
$1.21M
Puts
$2.37M
Net Calls
-$1.16M
Net Calls Change
-$650K
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
101
Point72 Asset Management
Connecticut
$97.6K +$50.4K +20,443 +101%
SMDAM
102
Sumitomo Mitsui DS Asset Management
Japan
$96.8K
CM
103
Caption Management
Oklahoma
$96K +$98.7K +40,000 New
APG
104
Abacus Planning Group
South Carolina
$92.3K +$94.9K +38,461 New
Ameriprise
105
Ameriprise
Minnesota
$85.7K
TSS
106
Two Sigma Securities
New York
$82.2K -$56.8K -23,025 -40%
Pictet Asset Management
107
Pictet Asset Management
Switzerland
$82K
DM
108
Deerfield Management
New York
$81.3K +$44.5K +18,047 +114%
VPIM
109
Vanguard Personalized Indexing Management
California
$80.8K +$656 +266 +0.8%
KK
110
KLP Kapitalforvaltning
Norway
$79K
LPL Financial
111
LPL Financial
California
$78.4K -$7.87K -3,189 -9%
GC
112
Gould Capital
Washington
$74.6K +$284 +115 +0.4%
Creative Planning
113
Creative Planning
Kansas
$74.6K -$25.7K -10,428 -25%
First Trust Advisors
114
First Trust Advisors
Illinois
$71.3K -$9.64K -3,905 -12%
EI
115
Ethic Inc
New York
$66.7K +$2.81K +1,139 +4%
MGP
116
Metis Global Partners
California
$66.1K +$9.65K +3,913 +17%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$62.8K -$410 -166 -0.6%
Victory Capital Management
118
Victory Capital Management
Texas
$62.7K -$1.49K -605 -2%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$59.2K +$60.9K +24,686 New
Grantham, Mayo, Van Otterloo & Co (GMO)
120
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$57.1K -$66.2K -26,842 -53%
AIP
121
Ameritas Investment Partners
Nebraska
$56.6K
SAM
122
Smith Asset Management
Florida
$55.5K -$1.23K -500 -2%
Public Employees Retirement Association of Colorado
123
Public Employees Retirement Association of Colorado
Colorado
$54K
M&T Bank
124
M&T Bank
New York
$53.5K +$595 +241 +1%
PS
125
Pensionfund Sabic
Netherlands
$48K

DHC Hedge Fund Activity: Q1 2025 in Review

204 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2025, worth a combined $445M — up 5.4% from $422M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DHC positions and 28 closed out — a net gain of 1 holder — while 53 added to existing stakes and 67 trimmed.

The largest buyer was Park West Asset Management, opening a new position worth an estimated $8.82M. The largest seller was Garner Asset Management Corp, exiting entirely with an estimated $5.7M sold.

  • 204 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2025, down from 205 in Q4 2024.
  • Funds reported $445M of Diversified Healthcare Trust stock for Q1 2025, up 5.4% quarter-over-quarter.
  • 29 funds opened new Diversified Healthcare Trust positions in Q1 2025 and 28 closed out, a net change of +1 holder.
  • The largest Diversified Healthcare Trust buyer in Q1 2025 was Park West Asset Management, an estimated $8.82M added.
  • The largest Diversified Healthcare Trust seller in Q1 2025 was Garner Asset Management Corp, an estimated $5.7M sold.

Based on aggregated 13F filings for Q1 2025.