Baldwin Wealth Partners’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Baldwin Wealth Partners’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	$1.22M	Sell	23,504 -8,981	-28%	-$465K	0.08%	103
2026 Q1	$1.69M	Sell	32,485 -19,518	-38%	-$1.02M	0.12%	87
2025 Q4	$2.7M	Sell	52,003 -3,592	-6%	-$187K	0.17%	75
2025 Q3	$2.9M	Hold	55,595	–	–	0.19%	72
2025 Q2	$2.89M	Sell	55,595 -3,342	-6%	-$173K	0.2%	72
2025 Q1	$3.06M	Sell	58,937 -20,571	-26%	-$1.06M	0.21%	70
2024 Q4	$4.09M	Sell	79,508 -115,442	-59%	-$5.95M	0.28%	64
2024 Q3	$10.1M	Buy	+194,950	New	+$10.1M	0.69%	40

Other funds holding DCRE

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

GWMIA

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Baldwin Wealth Partners's DCRE Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 28% in Q2 2026, selling an estimated $465K and leaving 23,504 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #103.

Baldwin Wealth Partners first reported a position in DCRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.1M in Q3 2024. 33 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

Baldwin Wealth Partners held 23,504 shares of DoubleLine Commercial Real Estate Debt ETF worth $1.22M as of Q2 2026.
Baldwin Wealth Partners sold 8,981 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $465K.
DoubleLine Commercial Real Estate Debt ETF made up 0.08% of Baldwin Wealth Partners's portfolio in Q2 2026, its #103 holding.
Baldwin Wealth Partners first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2024 and has held it in 8 quarters since.
Baldwin Wealth Partners's DoubleLine Commercial Real Estate Debt ETF position peaked at $10.1M in Q3 2024.
33 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.