DBL COMM REAL EST DEBT DCRE
$51.58
+0.0% 52w: $49.42 – $51.70
Latest 13F among current holders filed 1 month ago (May 20, 2026)
Price — last 12 months
research preview data49.4250.5651.70
Jun 20, 2025 Jul 2, 2026
Institutional holders
77
+14 QoQ
13F value
$375.0M
+26.4% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DCRE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SHUFRO ROSE & CO LLC | Wealth advisor | 1.5M | $79.6M | 5.4% | +4.8% |
| Foundations Investment Advisors, LLC | Wealth advisor | 785.4K | $40.8M | 0.5% | +50.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 700.3K | $36.4M | 0.2% | +5.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 433.1K | $22.5M | 0.0% | New |
| Gradient Investments LLC | Wealth advisor | 342.9K | $17.8M | 0.3% | +6.3% |
| Cresset Asset Management, LLC | Wealth advisor | 282.7K | $14.7M | 0.1% | +245.1% |
| Tortoise Investment Management, LLC | Wealth advisor | 271.8K | $14.1M | 1.2% | +2.6% |
| LPL Financial LLC | Bank broker | 184.3K | $9.6M | 0.0% | +4375.2% |
| Thrivent Financial for Lutherans | Diversified mechanical | 182.7K | $9.5M | 0.0% | -34.5% |
| W.G. Shaheen & Associates DBA Whitney & Co ★2 | Fundamental diversified | 182.2K | $9.5M | 0.8% | +4.4% |
| Motley Fool Wealth Management, LLC | Other | 180.1K | $9.4M | 1.1% | -8.8% |
| Clark Capital Management Group, Inc. | Other | 173.5K | $9.0M | 0.1% | New |
| Seascape Capital Management | Other | 159.3K | $8.3M | 2.4% | +1.5% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 147.6K | $7.7M | 0.3% | +6.5% |
| HUTCHINSON CAPITAL MANAGEMENT/CA ★2 | Fundamental diversified | 127.8K | $6.6M | 1.2% | +18.0% |
| Holcombe Financial, Inc. | Wealth advisor | 120.9K | $6.3M | 3.7% | +5.6% |
| Global Wealth Management Investment Advisory, Inc. | Other | 113.6K | $5.9M | 0.9% | +3.2% |
| FRANKLIN RESOURCES INC | Long only active | 106.3K | $5.5M | 0.0% | +12.4% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | Wealth advisor | 94.3K | $4.9M | 2.6% | +8.7% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 92.9K | $4.8M | 0.1% | New |
| SAXON INTERESTS, INC. | Wealth advisor | 92.0K | $4.8M | 1.7% | -1.6% |
| Clear Point Advisors Inc. | Wealth advisor | 143.5K | $4.4M | 3.4% | New |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 80.3K | $4.2M | 0.2% | +11.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 73.6K | $3.8M | 0.0% | -18.3% |
| Independent Family Office, LLC | Wealth advisor | 73.1K | $3.8M | 1.6% | +5.6% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 46.0K | $2.4M | 0.0% | +6.5% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 45.3K | $2.4M | 0.0% | +6.1% |
| NAPLES GLOBAL ADVISORS, LLC | Other | 44.9K | $2.3M | 0.2% | +14.4% |
| STAPP WEALTH MANAGEMENT, PLLC | Wealth advisor | 42.3K | $2.2M | 2.8% | +18.5% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 41.1K | $2.1M | 0.0% | New |
| BALDWIN WEALTH PARTNERS LLC/MA | Other | 32.5K | $1.7M | 0.1% | -37.5% |
| Belpointe Asset Management LLC | Wealth advisor | 31.4K | $1.6M | 0.1% | +27.9% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 29.4K | $1.5M | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 24.8K | $1.3M | 0.0% | +353.2% |
| First Financial Group Corp | Wealth advisor | 23.1K | $1.2M | 1.0% | +11.1% |
| Tidal Investments LLC | Diversified mechanical | 19.9K | $1.0M | 0.0% | +47.0% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | Other | 16.9K | $879K | 0.3% | +3.3% |
| Brucke Financial, Inc. | Wealth advisor | 16.5K | $856K | 0.4% | +232.5% |
| US BANCORP \DE\ | Wealth advisor | 15.0K | $781K | 0.0% | New |
| Sunbeam Capital Management, LLC | Other | 14.8K | $769K | 0.4% | Held |
| Paladin Wealth, LLC | Wealth advisor | 13.0K | $674K | 0.5% | +3.2% |
| Virtu Financial LLC | Market maker | 12.1K | $627K | 0.0% | New |
| Brown Financial Advisors | Other | 10.7K | $556K | 0.2% | -3.7% |
| Blue Line Capital, LLC / IL ★2 | Fundamental diversified | 9.5K | $496K | 0.6% | -24.9% |
| Private Advisor Group, LLC | Wealth advisor | 9.2K | $478K | 0.0% | +0.8% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 7.5K | $390K | 0.0% | -16.7% |
| Gotham Asset Management, LLC | Diversified mechanical | 7.2K | $375K | 0.0% | Held |
| Walser Wealth Management Company, A Ltd Liability Co | Wealth advisor | 7.1K | $371K | 0.2% | New |
| Mattson Financial Services, LLC | Other | 6.6K | $341K | 0.1% | +6.3% |
| Shore Point Advisors, LLC | Wealth advisor | 6.4K | $333K | 0.1% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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