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Atomi Financial Group’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Atomi Financial Group’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
Q1 		– Sell
-28,230
Closed -$1.47M – 1339
2025
Q4 		$1.47M Buy
28,230
+2,874
+11% +$150K 0.04% 305
2025
Q3 		$1.32M Buy
25,356
+7,573
+43% +$394K 0.04% 291
2025
Q2 		$925K Buy
17,783
+5,049
+40% +$261K 0.04% 359
2025
Q1 		$661K Buy
+12,734
New +$658K 0.03% 421

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

Atomi Financial Group's DCRE Position: Q1 2026 in Review

Atomi Financial Group sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q1 2026, closing a stake of 28,230 shares — an estimated $1.47M sold.

Atomi Financial Group first reported a position in DCRE in Q1 2025 and held it in 4 quarters. The position peaked at $1.47M in Q4 2025. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • Atomi Financial Group reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 28,230 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $1.47M.
  • Atomi Financial Group first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2025 and held it in 4 quarters.
  • Atomi Financial Group's DoubleLine Commercial Real Estate Debt ETF position peaked at $1.47M in Q4 2025.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.