AE Wealth Management
DCRE icon

AE Wealth Management’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

AE Wealth Management’s Portfolio DCRE Stock Details DCRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$134K Buy
2,595
+2,533
+4,085% +$131K ﹤0.01% 1831
2026
Q1 		$3.22K Hold
62
– – ﹤0.01% 2432
2025
Q4 		$3.22K Sell
62
-205
-77% -$10.7K ﹤0.01% 2286
2025
Q3 		$13.9K Buy
267
+262
+5,240% +$13.6K ﹤0.01% 1953
2025
Q2 		$261 Buy
+5
New +$259 ﹤0.01% 2118

Other funds holding DCRE

Shufro Rose & Co
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Whitney & Co
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

AE Wealth Management's DCRE Position: Q2 2026 in Review

AE Wealth Management increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 4,085% in Q2 2026, buying an estimated $131K and bringing the position to 2,595 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

AE Wealth Management first reported a position in DCRE in Q2 2025 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

  • AE Wealth Management held 2,595 shares of DoubleLine Commercial Real Estate Debt ETF worth $134K as of Q2 2026.
  • AE Wealth Management bought 2,533 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $131K.
  • DoubleLine Commercial Real Estate Debt ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1831 holding.
  • AE Wealth Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q2 2025 and has held it in 5 quarters since.
  • 87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.