CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in DHC — Diversified Healthcare Trust
CIK 884546
SAN FRANCISCO, CA
Position in DHC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$39,075,204
+$14,297,379 QoQ
Shares Held
5,884,820
+15.2% QoQ
Ownership
2.43%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DHC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,413,085,157 across 17 REIT - Healthcare Facilities names. DHC ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,829,439 | $1,745,668,384 | |
| 2 | VTR |
Ventas, Inc.
|
6,447,367 | $527,265,673 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
4,616,672 | $202,302,567 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
11,461,160 | $188,306,858 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
4,265,114 | $156,316,428 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
2,982,265 | $140,643,617 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
7,330,756 | $124,549,544 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
4,773,303 | $91,790,616 |
All Filings in DHC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,075,204 | 5,884,820 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,777,825 | 5,108,830 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,796,842 | 4,489,080 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,226,378 | 3,694,519 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,852,746 | 2,855,311 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $9,644,615 | 4,193,311 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $27,278,387 | 6,510,355 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $26,811,485 | 8,790,651 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $26,870,919 | 10,923,138 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $53,657,761 | 14,346,995 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $33,383,667 | 17,208,076 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $41,953,405 | 18,645,958 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $23,433,710 | 17,358,304 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,654,733 | 4,084,206 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,594,628 | 4,641,039 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,788,200 | 4,279,231 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,475,024 | 4,210,945 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,183,248 | 3,942,799 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,923,514 | 3,517,261 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $14,547,160 | 3,480,182 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,285,173 | 3,406,940 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,234,404 | 3,212,234 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,162,257 | 3,171,096 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,846,306 | 3,125,577 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $14,279,472 | 3,933,739 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||