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 Q3	$1.15M	Sell	22,495 -1,009	-4%	-$51.9K	0.08%	105
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 $7B AUM 14.85% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Saxon Interests Houston, Texas $288M AUM 20.55% 1-Year Est. Return

Auour Investments Woburn, Massachusetts $353M AUM 8.66% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Baldwin Wealth Partners's DCRE Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 4.3% in Q3 2026, selling an estimated $51.9K and leaving 22,495 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #105.

Baldwin Wealth Partners first reported a position in DCRE in Q3 2024 and has held it in 9 quarters since. The position peaked at $10.1M in Q3 2024. 22 funds tracked by Wall St. Rank hold DCRE as of Q3 2026.

Baldwin Wealth Partners held 22,495 shares of DoubleLine Commercial Real Estate Debt ETF worth $1.15M as of Q3 2026.
Baldwin Wealth Partners sold 1,009 DoubleLine Commercial Real Estate Debt ETF shares in Q3 2026, an estimated $51.9K.
DoubleLine Commercial Real Estate Debt ETF made up 0.08% of Baldwin Wealth Partners's portfolio in Q3 2026, its #105 holding.
Baldwin Wealth Partners first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2024 and has held it in 9 quarters since.
Baldwin Wealth Partners's DoubleLine Commercial Real Estate Debt ETF position peaked at $10.1M in Q3 2024.
22 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.