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 Q2	$1.16M	Sell	22,424 -8,974	-29%	-$465K	0.04%	446
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 $1.74B AUM 34.09% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Belpointe Asset Management's DCRE Position: Q2 2026 in Review

Belpointe Asset Management reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 29% in Q2 2026, selling an estimated $465K and leaving 22,424 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #446.

Belpointe Asset Management first reported a position in DCRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $2M in Q3 2024. 87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

Belpointe Asset Management held 22,424 shares of DoubleLine Commercial Real Estate Debt ETF worth $1.16M as of Q2 2026.
Belpointe Asset Management sold 8,974 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $465K.
DoubleLine Commercial Real Estate Debt ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #446 holding.
Belpointe Asset Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2023 and has held it in 12 quarters since.
Belpointe Asset Management's DoubleLine Commercial Real Estate Debt ETF position peaked at $2M in Q3 2024.
87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.