Who owns DCRE (DCRE)
Which tracked institutional funds hold DCRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DCRE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DCRE is one-sided between 2025-Q4 and 2026-Q1: 28 added or opened and 9 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DCRE’s largest tracked holder by dollar value, SHUFRO ROSE & CO LLC, sizes it at 5.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DCRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 77 tracked filers holding DCRE, 59 increased or opened the position and 20 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DCRE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- ENVESTNET ASSET MANAGEMENT INC$23M
- Clark Capital Management Group, Inc.$9M
- PRINCIPAL SECURITIES, INC.$5M
- Clear Point Advisors Inc.$4M
- PARK AVENUE SECURITIES LLC$2M
- RITHOLTZ WEALTH MANAGEMENT$2M
Full exits 4
- CITADEL ADVISORS LLC$3M
- JANE STREET GROUP, LLC$2M
- Compound Planning, Inc.$1M
- GOLDMAN SACHS GROUP INC$551K
Largest adds
- Foundations Investment Advisors, LLC$14M
- Cresset Asset Management, LLC$10M
- LPL Financial LLC$9M
- SHUFRO ROSE & CO LLC$4M
- Sanctuary Advisors, LLC$2M
- Gradient Investments LLC$1M
Largest trims
- Thrivent Financial for Lutherans$5M
- BALDWIN WEALTH PARTNERS LLC/MA$1M
- Csenge Advisory Group$945K
- Motley Fool Wealth Management, LLC$889K
- OSAIC HOLDINGS, INC.$852K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SHUFRO ROSE & CO LLC added | 1,531,335 | $80M | 19.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 785,389 | $41M | 9.8% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 700,290 | $36M | 8.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 433,137 | $23M | 5.4% | 2026-Q1 |
| Gradient Investments LLC added | 342,918 | $18M | 4.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 282,687 | $15M | 3.5% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 271,791 | $14M | 3.4% | 2026-Q1 |
| LPL Financial LLC added | 184,287 | $10M | 2.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 182,739 | $9M | 2.3% | 2026-Q1 |
| W.G. Shaheen & Associates DBA Whitney & Co added | 182,196 | $9M | 2.3% | 2026-Q1 |
| Motley Fool Wealth Management, LLC trimmed | 180,108 | $9M | 2.3% | 2026-Q1 |
| Clark Capital Management Group, Inc. new | 173,486 | $9M | 2.2% | 2026-Q1 |
| Seascape Capital Management added | 159,260 | $8M | 2.0% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 147,629 | $8M | 1.8% | 2026-Q1 |
| HUTCHINSON CAPITAL MANAGEMENT/CA added | 127,826 | $7M | 1.6% | 2026-Q1 |
| Holcombe Financial, Inc. added | 120,937 | $6M | 1.5% | 2026-Q1 |
| Global Wealth Management Investment Advisory, Inc. added | 113,563 | $6M | 1.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 106,321 | $6M | 1.3% | 2026-Q1 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 94,331 | $5M | 1.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. new | 92,886 | $5M | 1.2% | 2026-Q1 |
| SAXON INTERESTS, INC. trimmed | 92,033 | $5M | 1.2% | 2026-Q1 |
| Clear Point Advisors Inc. new | 143,543 | $4M | 1.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 80,310 | $4M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 73,592 | $4M | 0.9% | 2026-Q1 |
| Independent Family Office, LLC added | 73,058 | $4M | 0.9% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 46,014 | $2M | 0.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 45,310 | $2M | 0.6% | 2026-Q1 |
| NAPLES GLOBAL ADVISORS, LLC added | 44,935 | $2M | 0.6% | 2026-Q1 |
| STAPP WEALTH MANAGEMENT, PLLC added | 42,339 | $2M | 0.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC new | 41,123 | $2M | 0.5% | 2026-Q1 |
| BALDWIN WEALTH PARTNERS LLC/MA trimmed | 32,485 | $2M | 0.4% | 2026-Q1 |
| Belpointe Asset Management LLC added | 31,398 | $2M | 0.4% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT new | 29,443 | $2M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 24,790 | $1M | 0.3% | 2026-Q1 |
| First Financial Group Corp added | 23,141 | $1M | 0.3% | 2026-Q1 |
| Tidal Investments LLC added | 19,868 | $1M | 0.2% | 2026-Q1 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC added | 16,916 | $879K | 0.2% | 2026-Q1 |
| Brucke Financial, Inc. added | 16,481 | $856K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ new | 15,032 | $781K | 0.2% | 2026-Q1 |
| Sunbeam Capital Management, LLC | 14,792 | $769K | 0.2% | 2026-Q1 |
| Paladin Wealth, LLC added | 12,981 | $674K | 0.2% | 2026-Q1 |
| Virtu Financial LLC trimmed | 12,072 | $627K | 0.2% | 2026-Q1 |
| Brown Financial Advisors trimmed | 10,699 | $556K | 0.1% | 2026-Q1 |
| Blue Line Capital, LLC / IL trimmed | 9,544 | $496K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 9,203 | $478K | 0.1% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 7,500 | $390K | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC | 7,208 | $375K | 0.1% | 2026-Q1 |
| Walser Wealth Management Company, A Ltd Liability Co new | 7,140 | $371K | 0.1% | 2026-Q1 |
| Mattson Financial Services, LLC added | 6,571 | $341K | 0.1% | 2026-Q1 |
| Shore Point Advisors, LLC new | 6,413 | $333K | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 6,285 | $327K | 0.1% | 2026-Q1 |
| UBS Group AG added | 5,714 | $297K | 0.1% | 2026-Q1 |
| Csenge Advisory Group trimmed | 5,683 | $295K | 0.1% | 2026-Q1 |
| SCS Capital Management LLC added | 5,464 | $284K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,414 | $281K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC | 5,050 | $262K | 0.1% | 2026-Q1 |
| SK Wealth Management, LLC added | 4,881 | $253K | 0.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC new | 4,510 | $234K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 4,504 | $234K | 0.1% | 2026-Q1 |
| Rareview Capital LLC added | 4,324 | $225K | 0.1% | 2026-Q1 |
| Root Financial Partners, LLC new | 3,214 | $167K | 0.0% | 2026-Q1 |
| Family Manage LLC trimmed | 2,430 | $126K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 2,374 | $123K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 1,130 | $59K | 0.0% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 973 | $50K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. new | 900 | $47K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC added | 768 | $40K | 0.0% | 2026-Q1 |
| Ameritas Advisory Services, LLC new | 488 | $25K | 0.0% | 2026-Q1 |
| BOKF, NA new | 440 | $23K | 0.0% | 2026-Q1 |
| RICHARDSON FINANCIAL SERVICES INC. new | 413 | $21K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc | 335 | $17K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC new | 248 | $13K | 0.0% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC new | 146 | $8K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 62 | $3K | 0.0% | 2026-Q1 |
| SOA Wealth Advisors, LLC. | 38 | $2K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 23 | $1K | 0.0% | 2026-Q1 |
| Golden State Wealth Management, LLC | 20 | $1K | 0.0% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 440,469 | $23M | 5.5% | 2025-Q2 stale |
| CW Advisors, LLC added | 73,312 | $4M | 0.9% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 61,577 | $3M | 0.8% | 2025-Q4 stale |
| RFG Advisory, LLC added | 52,569 | $3M | 0.7% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 46,923 | $2M | 0.6% | 2025-Q4 stale |
| Endurance Services Ltd | 30,750 | $2M | 0.4% | 2025-Q3 stale |
| Compound Planning, Inc. added | 28,230 | $1M | 0.4% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 10,617 | $551K | 0.1% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC new | 10,578 | $549K | 0.1% | 2025-Q1 stale |
| SENTINEL TRUST CO LBA | 9,685 | $504K | 0.1% | 2025-Q2 stale |
| A4 Wealth Advisors LLC new | 4,450 | $232K | 0.1% | 2025-Q3 stale |
| Southeast Asset Advisors, LLC | 3,956 | $206K | 0.0% | 2025-Q3 stale |
| SageView Advisory Group, LLC new | 3,606 | $187K | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 2,305 | $120K | 0.0% | 2025-Q4 stale |
| OPTIMA CAPITAL LLC trimmed | 1,306 | $68K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC trimmed | 767 | $40K | 0.0% | 2025-Q2 stale |
| Kestra Advisory Services, LLC new | 443 | $23K | 0.0% | 2025-Q4 stale |
| PRIVATE TRUST CO NA | 268 | $14K | 0.0% | 2025-Q3 stale |
| Allworth Financial LP new | 138 | $7K | 0.0% | 2025-Q2 stale |
| Nova Wealth Management, Inc. new | 50 | $3K | 0.0% | 2025-Q2 stale |
| Park Square Financial Group, LLC added | 46 | $2K | 0.0% | 2025-Q2 stale |
| WELLS FARGO & COMPANY/MN | 35 | $2K | 0.0% | 2025-Q2 stale |
| CWM, LLC new | 11 | $1K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.