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Cedar Cove Wealth Partners’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Cedar Cove Wealth 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
Q1 		$4.9M Buy
94,331
+7,517
+9% +$391K 2.57% 9
2025
Q4 		$4.51M Buy
+86,814
New +$4.52M 2.35% 11

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

Cedar Cove Wealth Partners's DCRE Position: Q1 2026 in Review

Cedar Cove Wealth Partners increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 8.7% in Q1 2026, buying an estimated $391K and bringing the position to 94,331 shares worth $4.9M. The position accounts for 2.57% of the portfolio, ranked #9.

Cedar Cove Wealth Partners first reported a position in DCRE in Q4 2025 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • Cedar Cove Wealth Partners held 94,331 shares of DoubleLine Commercial Real Estate Debt ETF worth $4.9M as of Q1 2026.
  • Cedar Cove Wealth Partners bought 7,517 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $391K.
  • DoubleLine Commercial Real Estate Debt ETF made up 2.57% of Cedar Cove Wealth Partners's portfolio in Q1 2026, its #9 holding.
  • Cedar Cove Wealth Partners first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2025 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.