Clear Point Advisors’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Clear Point 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	$4.43M	Buy	+143,543	New	+$7.47M	3.43%	8

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

Clear Point Advisors's DCRE Position: Q1 2026 in Review

Clear Point Advisors opened a new position in DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q1 2026: 143,543 shares worth $4.43M. The stake represents 3.43% of the portfolio and ranks #8 among its holdings.

77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

Clear Point Advisors held 143,543 shares of DoubleLine Commercial Real Estate Debt ETF worth $4.43M as of Q1 2026.
DoubleLine Commercial Real Estate Debt ETF was a new Clear Point Advisors position in Q1 2026.
DoubleLine Commercial Real Estate Debt ETF made up 3.43% of Clear Point Advisors's portfolio in Q1 2026, its #8 holding.
77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.