Funds holding Diversified Healthcare Trust
183 funds declare a position · 37 ETFs and 146 other funds · 386.2M $ · US25525P1075
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 6,936,546 | 46.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 6,293,205 | 47.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 5,416,246 | 36M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 4 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 2,722,005 | 18.4M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 5 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,426,707 | 16.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 2,172,838 | 16.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 7 | iShares Russell 2000 Value ETF iShares Trust | 1,901,207 | 12.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 8 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,173,166 | 7.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 9 | VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 1,115,487 | 8.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 10 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,087,987 | 7.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 11 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 1,053,649 | 7.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 12 | T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 971,200 | 6.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 13 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 928,382 | 6.3M $ | 0.14 % | as of Feb 27, 2026 · Original filing |
| 14 | DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 920,937 | 6.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 15 | First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 877,936 | 6.6M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| 16 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 787,184 | 5.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 17 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 767,347 | 5.1M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 18 | iShares Core U.S. REIT ETF iShares Trust | 708,139 | 5.3M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 19 | DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 622,269 | 4.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 20 | Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 617,571 | 4.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 21 | iShares Global REIT ETF iShares Trust | 579,277 | 4.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 22 | iShares Micro-Cap ETF iShares Trust | 553,282 | 3.7M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 23 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 528,789 | 3.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 24 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 522,779 | 3.9M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 25 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 482,605 | 3.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 26 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 468,456 | 3.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 27 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 408,175 | 2.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 28 | iShares Residential and Multisector Real Estate ETF iShares Trust | 398,677 | 2.6M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 29 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 393,706 | 2.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 30 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 388,355 | 2.6M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 31 | Master Small Cap Index Series Quantitative Master Series LLC | 355,860 | 2.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 32 | Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 351,679 | 2.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 33 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 344,606 | 2.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 34 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 324,602 | 2.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 35 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 318,902 | 2.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 36 | Dimensional Global Real Estate ETF Dimensional ETF Trust | 295,002 | 2.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 37 | iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 285,228 | 2.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 38 | PIMCO All Asset: Multi-Real Fund PIMCO Funds | 282,168 | 1.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 39 | JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 274,215 | 1.9M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 40 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 272,205 | 1.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 41 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 264,304 | 2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 42 | Nuveen Equity Index Fund TIAA-CREF Funds | 251,159 | 1.9M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 43 | Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 249,171 | 1.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 44 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 230,710 | 1.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 45 | Dimensional US Real Estate ETF Dimensional ETF Trust | 220,782 | 1.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 46 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 211,161 | 1.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 47 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 209,847 | 1.4M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 48 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 204,859 | 1.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 49 | Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 194,710 | 1.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 50 | State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 163,843 | 1.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 51 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 163,200 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 52 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 162,819 | 1.1M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 53 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 157,454 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 54 | Small Cap Core Portfolio Bernstein Fund Inc | 151,540 | 1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 55 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 150,700 | 1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 56 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 148,183 | 1.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 57 | Even Herd Long Short ETF Tidal Trust II | 135,211 | 897.8K $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| 58 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 134,023 | 1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 59 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 130,580 | 882.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 60 | REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 125,049 | 830.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 61 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 124,501 | 826.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | EQ/Small Company Index Portfolio EQ Advisors Trust | 122,460 | 813.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 63 | SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 117,746 | 781.8K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 64 | PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | 113,264 | 752.1K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 65 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 113,071 | 852.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 66 | Diversified Equity Master Portfolio Master Investment Portfolio | 108,490 | 720.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 67 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 107,661 | 727.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 68 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 106,126 | 704.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 69 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 100,091 | 676.6K $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 70 | Small Cap Index Fund Northern Funds | 100,080 | 664.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 71 | HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust | 100,000 | 664K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 72 | Global X Russell 2000 ETF GLOBAL X FUNDS | 95,019 | 716.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 73 | Small Cap Index Fund VALIC Co I | 90,413 | 611.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 74 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 85,446 | 567.4K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 75 | Small Company Fund American Century Quantitative Equity Funds, Inc. | 83,979 | 557.6K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 76 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 81,916 | 617.6K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 77 | Victory Small Cap Stock Fund Victory Portfolios III | 81,862 | 617.2K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 78 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 76,977 | 511.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 79 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 76,473 | 576.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 80 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 73,750 | 489.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 81 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 69,586 | 462.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 82 | CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II | 68,963 | 457.9K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 83 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 66,639 | 442.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 84 | Residential REIT ETF Tidal Trust I | 66,316 | 500K $ | 5.82 % | as of Apr 30, 2026 · Original filing |
| 85 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 63,892 | 424.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 86 | BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 61,468 | 415.5K $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 87 | Global Real Estate Index Fund Northern Funds | 59,842 | 397.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 88 | iShares Russell 3000 ETF iShares Trust | 58,871 | 390.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 89 | Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 57,035 | 430K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 90 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 56,274 | 373.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 91 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 56,137 | 423.3K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 92 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 55,200 | 373.2K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 93 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 54,718 | 363.3K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 94 | Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 51,202 | 340K $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 95 | PIMCO Inflation Response Multi-Asset Fund PIMCO Funds | 49,119 | 326.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 96 | BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 48,569 | 322.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 97 | AQR Small Cap Momentum Style Fund AQR Funds | 47,893 | 318K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 98 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 46,131 | 347.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 99 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 44,334 | 294.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 100 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 43,789 | 290.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
Institutional managers
222 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 23,878,687 | 158.6M $ | as of Mar 31, 2026 |
| Flat Footed LLC | 23,487,002 | 156M $ | as of Mar 31, 2026 |
| Silver Point Capital L.P. | 15,504,810 | 103M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 8,986,912 | 59.7M $ | as of Mar 31, 2026 |
| NOMURA HOLDINGS INC | 7,332,272 | 48.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 6,608,497 | 43.9M $ | as of Mar 31, 2026 |
| Davidson Kempner Capital Management LP | 6,247,830 | 41.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,884,820 | 39.1M $ | as of Mar 31, 2026 |
| CARRONADE CAPITAL MANAGEMENT, LP | 5,268,435 | 35M $ | as of Mar 31, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5,000,000 | 33.2M $ | as of Mar 31, 2026 |
| BlackBarn Capital Partners LP | 4,812,413 | 32M $ | as of Mar 31, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2,862,431 | 19M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,773,388 | 18.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,682,265 | 17.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,399,804 | 15.9M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,390,413 | 15.9M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,354,824 | 15.6M $ | as of Mar 31, 2026 |
| Park West Asset Management LLC | 2,327,403 | 15.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,199,273 | 14.6M $ | as of Mar 31, 2026 |
| Hudson Bay Capital Management LP | 2,004,550 | 13.3M $ | as of Mar 31, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | 1,600,000 | 10.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,401,602 | 9.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,298,097 | 8.6M $ | as of Mar 31, 2026 |
| PRUDENTIAL FINANCIAL INC | 1,123,639 | 7.5M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,081,184 | 7.2M $ | as of Mar 31, 2026 |