Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
13 tracked funds added or opened DGRE while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 53 tracked filers holding DGRE, 20 increased or opened the position and 27 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 2026-Q1 and 2026-Q2 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.
Full exits 5
- OLD MISSION CAPITAL LLC$4M
- HighTower Advisors, LLC$4M
- Cambridge Investment Research Advisors, Inc.$2M
- Capital Advisors, Ltd. LLC$713K
- KMG FIDUCIARY PARTNERS, LLC$634K
Largest adds
- LPL Financial LLC$6M
- Cetera Investment Advisers$4M
- OSAIC HOLDINGS, INC.$2M
- SimpliFi, Inc.$2M
- NATIONAL BANK OF CANADA /FI/$1M
- ROYAL BANK OF CANADA$698K
Largest trims
- JANE STREET GROUP, LLC$925K
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 | 692,966 | $28M | 24.2% | 2026-Q2 |
| SimpliFi, Inc. trimmed | 329,152 | $13M | 11.5% | 2026-Q2 |
| Cetera Investment Advisers added | 247,113 | $10M | 8.6% | 2026-Q2 |
| One Capital Management, LLC | 163,381 | $5M | 4.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 104,084 | $4M | 3.6% | 2026-Q2 |
| Occidental Asset Management, LLC trimmed | 82,855 | $3M | 2.9% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 79,044 | $3M | 2.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 67,766 | $3M | 2.4% | 2026-Q2 |
| Hobbs Group Advisors, LLC added | 51,387 | $2M | 1.8% | 2026-Q2 |
| Noble Wealth Management PBC added | 44,589 | $2M | 1.6% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 42,807 | $2M | 1.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 42,449 | $2M | 1.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 41,929 | $2M | 1.5% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 38,361 | $2M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 34,099 | $1M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 27,422 | $1M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 24,068 | $983K | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,918 | $773K | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 18,691 | $764K | 0.7% | 2026-Q2 |
| Great Waters Wealth Management trimmed | 16,652 | $680K | 0.6% | 2026-Q2 |
| Orgel Wealth Management, LLC added | 14,570 | $595K | 0.5% | 2026-Q2 |
| United Advisor Group, LLC trimmed | 14,013 | $572K | 0.5% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC | 12,791 | $523K | 0.4% | 2026-Q2 |
| Atria Investments, Inc trimmed | 9,478 | $387K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 8,846 | $361K | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 8,230 | $336K | 0.3% | 2026-Q2 |
| CAPITAL MANAGEMENT CORP /VA | 8,106 | $331K | 0.3% | 2026-Q2 |
| IFP Advisors, Inc | 7,209 | $294K | 0.3% | 2026-Q2 |
| Clark Asset Management, LLC | 7,111 | $290K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC | 7,000 | $286K | 0.2% | 2026-Q2 |
| Frazier Financial Advisors, LLC | 6,099 | $249K | 0.2% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. new | 5,568 | $228K | 0.2% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC new | 5,429 | $222K | 0.2% | 2026-Q2 |
| Spinnaker Investment Group, LLC new | 5,407 | $221K | 0.2% | 2026-Q2 |
| PURSUIT WEALTH STRATEGIES, LLC new | 4,567 | $187K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC | 3,150 | $129K | 0.1% | 2026-Q2 |
| CENTRAL TRUST Co | 3,000 | $123K | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 1,760 | $72K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 1,669 | $68K | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 1,500 | $61K | 0.1% | 2026-Q2 |
| Princeton Global Asset Management LLC | 1,260 | $51K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 823 | $34K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. new | 501 | $20K | 0.0% | 2026-Q2 |
| UBS Group AG | 476 | $19K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 380 | $16K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 350 | $14K | 0.0% | 2026-Q2 |
| Dunhill Financial, LLC new | 260 | $11K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 160 | $7K | 0.0% | 2026-Q2 |
| Glen Eagle Advisors, LLC added | 152 | $6K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 65 | $3K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 30 | $1K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 16 | $654 | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. new | 1 | $27 | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 130,544 | $4M | 3.7% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 120,963 | $4M | 3.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 47,894 | $2M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Capital Advisors, Ltd. LLC added | 21,525 | $713K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| KMG FIDUCIARY PARTNERS, LLC trimmed | 19,153 | $634K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| THRYVE WEALTH MANAGEMENT LLC trimmed | 9,106 | $302K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 1,700 | $56K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TopTier Wealth Management, LLC new | 212 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GHP Investment Advisors, Inc. new | 82 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allworth Financial LP | 4 | $134 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FMR LLC trimmed | 1 | $33 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 39,881 | $7M | 6.3% | 2025-Q4 stale (2 quarters behind) |
| Professional Financial Advisors, LLC trimmed | 41,607 | $1M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Capital Analysts, LLC trimmed | 24,854 | $778K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| GREENUP STREET WEALTH MANAGEMENT LLC | 18,974 | $544K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Mutual Advisors, LLC trimmed | 7,139 | $224K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed | 3,082 | $97K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Vermillion & White Wealth Management Group, LLC | 150 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 22,469 | $644K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Strive Asset Management, LLC trimmed | 7,207 | $207K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Creekmur Asset Management LLC added | 760 | $22K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Integrity Financial Corp /WA trimmed | 16 | $459 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Exchange Capital Management, Inc. added | 38,909 | $1M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC | 285 | $8K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (last filed 2026-Q1, 476 shares) reconciles to its 1 current affiliate (476 shares) — 0.000% apart.
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.