Signals

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☆DCRE

115 in-universe funds with a nonzero position in DCRE within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#16377
Score / z0.000 / -0.02
Consensus37.84 over 70 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 81.3 4.7% 5 -0.7 pp -0.5 pp +1.1 pp +1.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 48.4 0.5% 5 -0.0 pp +0.1 pp +0.3 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 36.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 20.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 14.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 14.2 1.1% 7 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 10.0 0.7% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 8.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 8.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 8.3 2.0% 5 -0.4 pp -0.3 pp -0.3 pp -0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 7.0 1.2% 5 -0.0 pp +0.2 pp +0.3 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 6.1 3.5% 5 -0.2 pp -0.3 pp -0.6 pp -0.9 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 6.0 0.9% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 5.1 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 5.1 1.4% 5 -0.2 pp -0.3 pp -0.5 pp -0.9 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.7 0.2% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 4.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Independent Family Office, LLC CIK 0001756485 0.549 85 3.8 1.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 2.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 2.2 2.9% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 1.5 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 1.2 0.9% 5 -0.1 pp -0.0 pp +0.1 pp +0.3 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 1.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 1.0 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 0.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 0.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Line Capital, LLC / IL CIK 0002111406 0.086 75 0.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.4 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rareview Capital LLC CIK 0002044533 0.417 51 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.278 323 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Endurance Services Ltd CIK 0002011025 0.942 8 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -1.1 pp -0.8 pp -0.8 pp -0.7 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.8 pp -0.9 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just DCRE). Qtrs Held counts distinct quarters this fund has actually held DCRE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DCRE position size. Δ columns are the percentage-point change in DCRE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status