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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 670,303 | $22M | 22.9% | 2026-Q1 |
| SimpliFi, Inc. added | 338,964 | $11M | 11.6% | 2026-Q1 |
| Cetera Investment Advisers added | 192,559 | $6M | 6.6% | 2026-Q1 |
| One Capital Management, LLC trimmed | 163,381 | $5M | 5.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 130,544 | $4M | 4.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 120,963 | $4M | 4.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 107,292 | $4M | 3.7% | 2026-Q1 |
| Occidental Asset Management, LLC added | 83,737 | $3M | 2.9% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 58,988 | $2M | 2.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 55,132 | $2M | 1.9% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 52,643 | $2M | 1.8% | 2026-Q1 |
| Hobbs Group Advisors, LLC trimmed | 51,377 | $2M | 1.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 50,983 | $2M | 1.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 47,894 | $2M | 1.6% | 2026-Q1 |
| Noble Wealth Management PBC new | 44,072 | $1M | 1.5% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 43,189 | $1M | 1.5% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 43,485 | $1M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 31,225 | $1M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 27,518 | $911K | 0.9% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 21,525 | $713K | 0.7% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC trimmed | 19,153 | $634K | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 18,390 | $609K | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 17,425 | $577K | 0.6% | 2026-Q1 |
| Great Waters Wealth Management trimmed | 17,286 | $573K | 0.6% | 2026-Q1 |
| United Advisor Group, LLC trimmed | 15,255 | $505K | 0.5% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC added | 12,791 | $424K | 0.4% | 2026-Q1 |
| Atria Investments, Inc added | 12,669 | $420K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 11,171 | $370K | 0.4% | 2026-Q1 |
| Orgel Wealth Management, LLC new | 10,030 | $332K | 0.3% | 2026-Q1 |
| THRYVE WEALTH MANAGEMENT LLC trimmed | 9,106 | $302K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 9,036 | $299K | 0.3% | 2026-Q1 |
| Mariner, LLC added | 8,510 | $282K | 0.3% | 2026-Q1 |
| CAPITAL MANAGEMENT CORP /VA trimmed | 8,106 | $268K | 0.3% | 2026-Q1 |
| IFP Advisors, Inc | 7,209 | $239K | 0.2% | 2026-Q1 |
| Clark Asset Management, LLC | 7,111 | $236K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC | 7,000 | $232K | 0.2% | 2026-Q1 |
| Frazier Financial Advisors, LLC added | 6,099 | $202K | 0.2% | 2026-Q1 |
| CENTRAL TRUST Co | 3,000 | $99K | 0.1% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 1,931 | $64K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. | 1,700 | $56K | 0.1% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 1,500 | $50K | 0.1% | 2026-Q1 |
| Princeton Global Asset Management LLC trimmed | 1,260 | $42K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 823 | $27K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 476 | $16K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 476 | $16K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. | 380 | $13K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 350 | $11K | 0.0% | 2026-Q1 |
| TopTier Wealth Management, LLC new | 212 | $7K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 160 | $5K | 0.0% | 2026-Q1 |
| Glen Eagle Advisors, LLC | 151 | $5K | 0.0% | 2026-Q1 |
| GHP Investment Advisors, Inc. new | 82 | $3K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 65 | $2K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 30 | $994 | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 16 | $530 | 0.0% | 2026-Q1 |
| Allworth Financial LP | 4 | $134 | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 1 | $33 | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 39,881 | $7M | 7.6% | 2025-Q4 stale |
| Professional Financial Advisors, LLC trimmed | 41,607 | $1M | 1.3% | 2025-Q4 stale |
| Exchange Capital Management, Inc. added | 38,909 | $1M | 1.1% | 2025-Q2 stale |
| Capital Analysts, LLC trimmed | 24,854 | $778K | 0.8% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 22,469 | $644K | 0.7% | 2025-Q3 stale |
| GREENUP STREET WEALTH MANAGEMENT LLC | 18,974 | $544K | 0.6% | 2025-Q4 stale |
| Astoria Portfolio Advisors LLC. trimmed | 17,600 | $434K | 0.4% | 2025-Q1 stale |
| Mutual Advisors, LLC trimmed | 7,139 | $224K | 0.2% | 2025-Q4 stale |
| Strive Asset Management, LLC trimmed | 7,207 | $207K | 0.2% | 2025-Q3 stale |
| Global Retirement Partners, LLC | 3,150 | $99K | 0.1% | 2025-Q4 stale |
| LAZARD ASSET MANAGEMENT LLC new | 1,500 | $36K | 0.0% | 2025-Q1 stale |
| Creekmur Asset Management LLC added | 760 | $22K | 0.0% | 2025-Q3 stale |
| Transce3nd, LLC | 285 | $8K | 0.0% | 2025-Q2 stale |
| Vermillion & White Wealth Management Group, LLC | 150 | $5K | 0.0% | 2025-Q4 stale |
| Integrity Financial Corp /WA trimmed | 16 | $459 | 0.0% | 2025-Q3 stale |
| Provenance Wealth Advisors, LLC | 13 | $316 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.