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Institutional Ownership · SEC Form 13F

Who owns DGRE (DGRE)


Which tracked institutional funds hold DGRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DGRE 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.

56
Institutional holders
2,544,738
Shares held (tracked funds)

How the tape is positioned

11 tracked funds added or opened DGRE while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

DGRE’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in DGRE 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 56 tracked filers holding DGRE, 27 increased or opened the position and 23 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 DGRE 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 5

  • OLD MISSION CAPITAL LLC$4M
  • CITADEL ADVISORS LLC$2M
  • JANE STREET GROUP, LLC$2M
  • Noble Wealth Management PBC$1M
  • ENVESTNET ASSET MANAGEMENT INC$577K

Full exits 4

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
  • Professional Financial Advisors, LLC$1M
  • Capital Analysts, LLC$778K
  • GREENUP STREET WEALTH MANAGEMENT LLC$544K

Largest adds

  • Cetera Investment Advisers$2M
  • LPL Financial LLC$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • Farther Finance Advisors, LLC$1M
  • SimpliFi, Inc.$635K
  • MORGAN STANLEY$338K

Largest trims

  • One Capital Management, LLC$32M

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added670,303$22M22.9%2026-Q1
SimpliFi, Inc. added338,964$11M11.6%2026-Q1
Cetera Investment Advisers added192,559$6M6.6%2026-Q1
One Capital Management, LLC trimmed163,381$5M5.6%2026-Q1
OLD MISSION CAPITAL LLC added130,544$4M4.5%2026-Q1
HighTower Advisors, LLC trimmed120,963$4M4.1%2026-Q1
ROYAL BANK OF CANADA trimmed107,292$4M3.7%2026-Q1
Occidental Asset Management, LLC added83,737$3M2.9%2026-Q1
CITADEL ADVISORS LLC trimmed58,988$2M2.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added55,132$2M1.9%2026-Q1
NATIONAL BANK OF CANADA /FI/ trimmed52,643$2M1.8%2026-Q1
Hobbs Group Advisors, LLC trimmed51,377$2M1.8%2026-Q1
JANE STREET GROUP, LLC added50,983$2M1.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added47,894$2M1.6%2026-Q1
Noble Wealth Management PBC new44,072$1M1.5%2026-Q1
Farther Finance Advisors, LLC added43,189$1M1.5%2026-Q1
Lido Advisors, LLC trimmed43,485$1M1.5%2026-Q1
MORGAN STANLEY added31,225$1M1.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed27,518$911K0.9%2026-Q1
Capital Advisors, Ltd. LLC added21,525$713K0.7%2026-Q1
KMG FIDUCIARY PARTNERS, LLC trimmed19,153$634K0.7%2026-Q1
GOLDMAN SACHS GROUP INC added18,390$609K0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed17,425$577K0.6%2026-Q1
Great Waters Wealth Management trimmed17,286$573K0.6%2026-Q1
United Advisor Group, LLC trimmed15,255$505K0.5%2026-Q1
180 WEALTH ADVISORS, LLC added12,791$424K0.4%2026-Q1
Atria Investments, Inc added12,669$420K0.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed11,171$370K0.4%2026-Q1
Orgel Wealth Management, LLC new10,030$332K0.3%2026-Q1
THRYVE WEALTH MANAGEMENT LLC trimmed9,106$302K0.3%2026-Q1
Kestra Advisory Services, LLC trimmed9,036$299K0.3%2026-Q1
Mariner, LLC added8,510$282K0.3%2026-Q1
CAPITAL MANAGEMENT CORP /VA trimmed8,106$268K0.3%2026-Q1
IFP Advisors, Inc7,209$239K0.2%2026-Q1
Clark Asset Management, LLC7,111$236K0.2%2026-Q1
OPPENHEIMER & CO INC7,000$232K0.2%2026-Q1
Frazier Financial Advisors, LLC added6,099$202K0.2%2026-Q1
CENTRAL TRUST Co3,000$99K0.1%2026-Q1
SBI Securities Co., Ltd. added1,931$64K0.1%2026-Q1
Sunbelt Securities, Inc.1,700$56K0.1%2026-Q1
ROTHSCHILD INVESTMENT LLC added1,500$50K0.1%2026-Q1
Princeton Global Asset Management LLC trimmed1,260$42K0.0%2026-Q1
BANK OF MONTREAL /CAN/823$27K0.0%2026-Q1
UBS Group AG trimmed476$16K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new476$16K0.0%2026-Q1
NBC SECURITIES, INC.380$13K0.0%2026-Q1
JPMORGAN CHASE & CO350$11K0.0%2026-Q1
TopTier Wealth Management, LLC new212$7K0.0%2026-Q1
AdvisorNet Financial, Inc added160$5K0.0%2026-Q1
Glen Eagle Advisors, LLC151$5K0.0%2026-Q1
GHP Investment Advisors, Inc. new82$3K0.0%2026-Q1
TD Waterhouse Canada Inc.65$2K0.0%2026-Q1
AE Wealth Management LLC30$9940.0%2026-Q1
DHJJ Financial Advisors, Ltd.16$5300.0%2026-Q1
Allworth Financial LP4$1340.0%2026-Q1
FMR LLC trimmed1$330.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added39,881$7M7.6%2025-Q4 stale
Professional Financial Advisors, LLC trimmed41,607$1M1.3%2025-Q4 stale
Exchange Capital Management, Inc. added38,909$1M1.1%2025-Q2 stale
Capital Analysts, LLC trimmed24,854$778K0.8%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed22,469$644K0.7%2025-Q3 stale
GREENUP STREET WEALTH MANAGEMENT LLC18,974$544K0.6%2025-Q4 stale
Astoria Portfolio Advisors LLC. trimmed17,600$434K0.4%2025-Q1 stale
Mutual Advisors, LLC trimmed7,139$224K0.2%2025-Q4 stale
Strive Asset Management, LLC trimmed7,207$207K0.2%2025-Q3 stale
Global Retirement Partners, LLC3,150$99K0.1%2025-Q4 stale
LAZARD ASSET MANAGEMENT LLC new1,500$36K0.0%2025-Q1 stale
Creekmur Asset Management LLC added760$22K0.0%2025-Q3 stale
Transce3nd, LLC285$8K0.0%2025-Q2 stale
Vermillion & White Wealth Management Group, LLC150$5K0.0%2025-Q4 stale
Integrity Financial Corp /WA trimmed16$4590.0%2025-Q3 stale
Provenance Wealth Advisors, LLC13$3160.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership