CUSIP 25861R303COMMERCIAL REALDCREQ4 2025
1 filings · latest Aug 1, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Aug 1, 2025 | Foundations Investment Advisors, LLC | 13G | 5.5% | 331.9K | SEC |
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Shufro Rose & Co LLC | 1.46M | $75.86M |
| 2 | Sanctuary Advisors, LLC | 666.6K | $34.60M |
| 3 | Foundations Investment Advisors, LLC | 521.4K | $27.06M |
| 4 | Gradient Investments LLC | 322.5K | $16.74M |
| 5 | Tortoise Investment Management, LLC | 264.9K | $13.75M |
| 6 | Motley Fool Wealth Management, LLC | 197.4K | $10.25M |
| 7 | W.G. Shaheen & Associates Dba Whitney & Co | 174.5K | $9.06M |
| 8 | Leavell Investment Management, Inc. | 138.6K | $7.19M |
| 9 |
| Holcombe Financial, Inc. |
| 114.5K |
| $5.94M |
| 10 | Global Wealth Management Investment Advisory, Inc. | 110.0K | $5.71M |