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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
Bessemer Group
176
Bessemer Group
New Jersey
$1K +$410 +166 +48%
RIL
177
Rothschild Investment LLC
Illinois
$948 +$493 +200 +103%
AF
178
Advisornet Financial
Minnesota
$840
NA
179
NewEdge Advisors
Louisiana
$720
TC
180
Truvestments Capital
Florida
$720
CT
181
Clearstead Trust
Maine
$706
NEWAS
182
N.E.W. Advisory Services
Wisconsin
$684 +$703 +285 New
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$612 +$629 +255 New
SIS
184
Sound Income Strategies
Florida
$587
CA
185
CoreCap Advisors
Michigan
$497 -$17 -7 -3%
RWM
186
Rialto Wealth Management
New York
$490 +$503 +204 New
GEA
187
Glen Eagle Advisors
New Jersey
$480
SC
188
Stephens Consulting
Michigan
$372 +$382 +155 New
NFSG
189
Newbridge Financial Services Group
Florida
$365
SL
190
Salomon & Ludwin
Virginia
$221 +$227 +92 New
CSB
191
City State Bank
Iowa
$120
WSFS
192
Wilmington Savings Fund Society
Delaware
$118
EWA
193
EverSource Wealth Advisors
Alabama
$96 -$20 -8 -17%
CIAM
194
Caitong International Asset Management
Hong Kong
$86 +$42 +17 +89%
WBC
195
West Branch Capital
Massachusetts
$80 +$81 +33 New
TWC
196
TD Waterhouse Canada
Ontario, Canada
$62
FGAM
197
Financial Gravity Asset Management
Texas
$58 +$59 +24 New
SPIA
198
Steward Partners Investment Advisory
New York
$48 -$568 -230 -92%
DF
199
Dunhill Financial
United Kingdom
$28
LFG
200
Larson Financial Group
Missouri
$24 -$4.98K -2,020 -100%

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.