Brown Financial Advisors’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Brown Financial Advisors’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	$556K	Sell	10,699 -409	-4%	-$21.3K	0.21%	102
2025 Q4	$577K	Sell	11,108 -268	-2%	-$13.9K	0.21%	101
2025 Q3	$592K	Buy	11,376 +227	+2%	+$11.8K	0.22%	96
2025 Q2	$580K	Sell	11,149 -295	-3%	-$15.3K	0.23%	98
2025 Q1	$594K	Sell	11,444 -6,212	-35%	-$321K	0.24%	94
2024 Q4	$909K	Sell	17,656 -3,976	-18%	-$205K	0.37%	82
2024 Q3	$1.12M	Buy	21,632 +975	+5%	+$50.3K	0.46%	69
2024 Q2	$1.06M	Buy	+20,657	New	+$1.06M	0.47%	71

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

Brown Financial Advisors's DCRE Position: Q1 2026 in Review

Brown Financial Advisors reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 3.7% in Q1 2026, selling an estimated $21.3K and leaving 10,699 shares worth $556K. The position accounts for 0.21% of the portfolio, ranked #102.

Brown Financial Advisors first reported a position in DCRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q3 2024. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

Brown Financial Advisors held 10,699 shares of DoubleLine Commercial Real Estate Debt ETF worth $556K as of Q1 2026.
Brown Financial Advisors sold 409 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $21.3K.
DoubleLine Commercial Real Estate Debt ETF made up 0.21% of Brown Financial Advisors's portfolio in Q1 2026, its #102 holding.
Brown Financial Advisors first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's DoubleLine Commercial Real Estate Debt ETF position peaked at $1.12M in Q3 2024.
77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.