DHC

Diversified Healthcare Trust

203 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 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

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
203
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.21M
Puts
$2.37M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
176
Rothschild Investment LLC
Illinois
$948
AF
177
Advisornet Financial
Minnesota
$840
NA
178
NewEdge Advisors
Louisiana
$720
TC
179
Truvestments Capital
Florida
$720
CT
180
Clearstead Trust
Maine
$706
NEWAS
181
N.E.W. Advisory Services
Wisconsin
$684
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$612
SIS
183
Sound Income Strategies
Florida
$587
CA
184
CoreCap Advisors
Michigan
$497
RWM
185
Rialto Wealth Management
New York
$490
GEA
186
Glen Eagle Advisors
New Jersey
$480
SC
187
Stephens Consulting
Michigan
$372
NFSG
188
Newbridge Financial Services Group
Florida
$365
SL
189
Salomon & Ludwin
Virginia
$221
CSB
190
City State Bank
Iowa
$120
WSFS
191
Wilmington Savings Fund Society
Delaware
$118
EWA
192
EverSource Wealth Advisors
Alabama
$96
CIAM
193
Caitong International Asset Management
Hong Kong
$86
WBC
194
West Branch Capital
Massachusetts
$80
TWC
195
TD Waterhouse Canada
Ontario, Canada
$62
FGAM
196
Financial Gravity Asset Management
Texas
$58
SPIA
197
Steward Partners Investment Advisory
New York
$48
DF
198
Dunhill Financial
United Kingdom
$28
LFG
199
Larson Financial Group
Missouri
$24
BBHC
200
Brown Brothers Harriman & Co
New York
$18