Belpointe Asset Management’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Belpointe Asset 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 Q1	$1.63M	Buy	31,398 +6,853	+28%	+$357K	0.06%	295
2025 Q4	$1.27M	Buy	24,545 +942	+4%	+$49K	0.05%	343
2025 Q3	$1.23M	Sell	23,603 -8,938	-27%	-$464K	0.05%	341
2025 Q2	$1.69M	Buy	32,541 +4,247	+15%	+$220K	0.07%	232
2025 Q1	$1.47M	Sell	28,294 -10,245	-27%	-$529K	0.08%	247
2024 Q4	$2M	Buy	38,539 +9	+0%	+$464	0.12%	172
2024 Q3	$2M	Buy	38,530 +282	+0.7%	+$14.6K	0.12%	168
2024 Q2	$1.97M	Buy	38,248 +16,081	+73%	+$823K	0.14%	145
2024 Q1	$1.14M	Buy	22,167 +16,204	+272%	+$828K	0.09%	232
2023 Q4	$303K	Sell	5,963 -200	-3%	-$10.1K	0.03%	516
2023 Q3	$311K	Buy	+6,163	New	+$310K	0.03%	466

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

Belpointe Asset Management's DCRE Position: Q1 2026 in Review

Belpointe Asset Management increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 28% in Q1 2026, buying an estimated $357K and bringing the position to 31,398 shares worth $1.63M. The position accounts for 0.06% of the portfolio, ranked #295.

Belpointe Asset Management first reported a position in DCRE in Q3 2023 and has held it in 11 quarters since. The position peaked at $2M in Q3 2024. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

Belpointe Asset Management held 31,398 shares of DoubleLine Commercial Real Estate Debt ETF worth $1.63M as of Q1 2026.
Belpointe Asset Management bought 6,853 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $357K.
DoubleLine Commercial Real Estate Debt ETF made up 0.06% of Belpointe Asset Management's portfolio in Q1 2026, its #295 holding.
Belpointe Asset Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2023 and has held it in 11 quarters since.
Belpointe Asset Management's DoubleLine Commercial Real Estate Debt ETF position peaked at $2M in Q3 2024.
77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.