DHC
Diversified Healthcare Trust · Real Estate · REIT - Healthcare Facilities
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow -4.7% ·
net new positions -6.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 92 | +1 | 103.10M | $958.62M | +10 | −9 |
| Q1 2026 | 94 | +3 | 100.21M | $664.52M | +8 | −5 |
| Q4 2025 | 90 | 0 | 100.35M | $486.67M | +1 | −1 |
| Q3 2025 | 15 | -1 | 62.61M | $276.10M | +1 | −2 |
| Q2 2025 | 13 | 0 | 61.10M | $218.74M | n/a | n/a |
| Q1 2025 | 10 | 0 | 24.72M | $59.33M | +1 | −1 |
| Q4 2024 | 10 | -1 | 25.89M | $59.56M | n/a | −1 |
| Q3 2024 | 10 | -2 | 21.95M | $91.97M | n/a | −2 |
| Q2 2024 | 12 | n/a | 23.06M | $70.35M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 23.03M | +17.3% | $101.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 2 | The Vanguard Group ✦ (passive) | 19.56M | -0.3% | $86.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 6.73M | +0.8% | $29.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 5.96M | +1.9% | $26.29M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 2.08M | n/a | $9.19M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 6 | Arrowstreet Capital ✦ | 1.82M | -3.9% | $8.01M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 1.26M | n/a | $5.58M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Morgan Stanley ✦ | 1.24M | n/a | $5.46M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 9 | T. Rowe Price ✦ | 221.37K | +8.5% | $977,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 200.50K | +167.3% | $884,205 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Marshall Wace ✦ | 153.38K | New | $676,398 | 0.0% | New | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 145.38K | +845.8% | $641,122 | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 13 | Fidelity (FMR) ✦ | 85.64K | -0.3% | $377,680 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | AQR Capital Management ✦ | 73.25K | +12.0% | $323,024 | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 15 | Point72 Asset Management ✦ | 40.66K | 0.0% | $179,289 | 0.0% | Held | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $676,398 | 0.0% |
Exited
| D. E. Shaw & Co. | $21.84M | was 0.0% |
| Millennium Management | $3.04M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 231 holders, 196.80M shares, $1.19B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.