CUSIP 25861R303COMMERCIAL REALDCREQ4 2025
Aggregate 13F value by quarter
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63 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Shufro Rose & Co LLC | 1.46M | $75.86M | +626.6K | Added |
| 2 | Sanctuary Advisors, LLC | 666.6K | $34.60M | +4.9K | Added |
| 3 | Foundations Investment Advisors, LLC | 521.4K | $27.06M | +203.1K | Added |
| 4 | Gradient Investments LLC | 322.5K | $16.74M |
| +13.8K |
| Added |
| 5 | Tortoise Investment Management, LLC | 264.9K | $13.75M | +23.9K | Added |
| 6 | Motley Fool Wealth Management, LLC | 197.4K | $10.25M | −27.2K | Reduced |
| 7 | W.G. Shaheen & Associates Dba Whitney & Co | 174.5K | $9.06M | +7.1K | Added |
| 8 | Leavell Investment Management, Inc. | 138.6K | $7.19M | +15.5K | Added |
| 9 | Holcombe Financial, Inc. | 114.5K | $5.94M | +2.2K | Added |
| 10 | Global Wealth Management Investment Advisory, Inc. | 110.0K | $5.71M | +7.8K | Added |
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