Cary Street Partners’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Cary Street 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 Q2	$262K	Hold	5,050	–	–	0.01%	848
2026 Q1	$262K	Hold	5,050	–	–	0.01%	748
2025 Q4	$262K	Sell	5,050 -365	-7%	-$19K	0.01%	758
2025 Q3	$282K	Sell	5,415 -3,635	-40%	-$189K	0.01%	697
2025 Q2	$471K	Hold	9,050	–	–	0.01%	562
2025 Q1	$469K	Sell	9,050 -955	-10%	-$49.3K	0.01%	551
2024 Q4	$515K	Buy	+10,005	New	+$515K	0.02%	507

Other funds holding DCRE

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

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFG

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

SCM

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Cary Street Partners's DCRE Position: Q2 2026 in Review

Cary Street Partners held its DoubleLine Commercial Real Estate Debt ETF (DCRE) position steady in Q2 2026 at 5,050 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #848.

Cary Street Partners first reported a position in DCRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $515K in Q4 2024. 11 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

Cary Street Partners held 5,050 shares of DoubleLine Commercial Real Estate Debt ETF worth $262K as of Q2 2026.
Cary Street Partners left its DoubleLine Commercial Real Estate Debt ETF share count unchanged in Q2 2026.
DoubleLine Commercial Real Estate Debt ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #848 holding.
Cary Street Partners first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's DoubleLine Commercial Real Estate Debt ETF position peaked at $515K in Q4 2024.
11 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.