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DHC

Diversified Healthcare Trust

196 hedge funds and large institutions have $649M invested in Diversified Healthcare Trust in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $445M → $649M (+$204M)

26% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 53

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.78% less ownership

Funds ownership: 75.88%75.1% (-0.78%)

4% less funds holding

Funds holding: 204196 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

42% less call options, than puts

Call options by funds: $2.19M | Put options by funds: $3.79M

Holders
196
Holders Change
-8
Holders Change %
-3.92%
% of All Funds
2.58%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
21
Increased
67
Reduced
53
Closed
27
Calls
$2.19M
Puts
$3.79M
Net Calls
-$1.6M
Net Calls Change
-$443K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
176
Clearstead Trust
Maine
$1.05K
NEWAS
177
N.E.W. Advisory Services
Wisconsin
$1.02K
SIS
178
Sound Income Strategies
Florida
$876
GEA
179
Glen Eagle Advisors
New Jersey
$716
FFO
180
Fortitude Family Office
Arizona
$698 +$563 +195 New
SC
181
Stephens Consulting
Michigan
$555
EWA
182
EverSource Wealth Advisors
Alabama
$429 +$231 +80 +200%
CMBA
183
C.M. Bidwell & Associates
Hawaii
$358 +$289 +100 New
SL
184
Salomon & Ludwin
Virginia
$341
MCM
185
MAI Capital Management
Ohio
$179 -$1.3K -450 -90%
CSB
186
City State Bank
Iowa
$179
WSFS
187
Wilmington Savings Fund Society
Delaware
$175
WBC
188
West Branch Capital
Massachusetts
$119
TWC
189
TD Waterhouse Canada
Ontario, Canada
$94
SPIA
190
Steward Partners Investment Advisory
New York
$72
TWD
191
True Wealth Design
Ohio
$72 +$58 +20 New
LFG
192
Larson Financial Group
Missouri
$37
EP
193
Essential Partners
California
$36 +$29 +10 New
BBHC
194
Brown Brothers Harriman & Co
New York
$27
National Bank of Canada
195
National Bank of Canada
Quebec, Canada
$4
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4 +$3 +1 New
AC
197
Aristeia Capital
Connecticut
-$391K -163,066 Closed
PHS
198
Pekin Hardy Strauss
Illinois
-$292K -121,650 Closed
CF
199
Corebridge Financial
Texas
-$257K -107,007 Closed
Squarepoint
200
Squarepoint
New York
-$301K -104,209 Closed

DHC Hedge Fund Activity: Q2 2025 in Review

196 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2025, worth a combined $649M — up 46% from $445M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of DHC and 21 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 67 added.

The largest buyer was Carronade Capital Management, adding an estimated $3.99M. The largest seller was D.E. Shaw & Co, cutting an estimated $12M.

  • 196 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2025, down from 204 in Q1 2025.
  • Funds reported $649M of Diversified Healthcare Trust stock for Q2 2025, up 46% quarter-over-quarter.
  • 21 funds opened new Diversified Healthcare Trust positions in Q2 2025 and 27 closed out, a net change of -6 holders.
  • The largest Diversified Healthcare Trust buyer in Q2 2025 was Carronade Capital Management, an estimated $3.99M added.
  • The largest Diversified Healthcare Trust seller in Q2 2025 was D.E. Shaw & Co, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2025.