Carson Wealth (CWM LLC)
DCRE icon

Carson Wealth (CWM LLC)’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Carson Wealth (CWM LLC)’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 		– Sell
-11
Closed -$1K – 5818
2025
Q4 		$1K Buy
+11
New +$572 ﹤0.01% 5311

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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DCRE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q1 2026, closing a stake of 11 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in DCRE in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 11 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s DoubleLine Commercial Real Estate Debt ETF position peaked at $1K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.