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Concourse Financial Group Securities’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Concourse Financial Group Securities’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
2024
Q4 		– Sell
-282
Closed -$14.5K – 2344
2024
Q3 		$14.7K Hold
282
– – ﹤0.01% 1591
2024
Q2 		$14.5K Hold
282
– – ﹤0.01% 1595
2024
Q1 		$14.5K Buy
282
+10
+4% +$511 ﹤0.01% 1602
2023
Q4 		$13.8K Sell
272
-19
-7% -$961 ﹤0.01% 1590
2023
Q3 		$14.7K Buy
+291
New +$14.7K ﹤0.01% 1527

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Concourse Financial Group Securities's DCRE Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q4 2024, closing a stake of 282 shares — an estimated $14.5K sold.

Concourse Financial Group Securities first reported a position in DCRE in Q3 2023 and held it in 5 quarters. The position peaked at $14.7K in Q3 2023. 60 funds tracked by Wall St. Rank hold DCRE as of Q4 2024.

  • Concourse Financial Group Securities reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q4 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 282 DoubleLine Commercial Real Estate Debt ETF shares in Q4 2024, an estimated $14.5K.
  • Concourse Financial Group Securities first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2023 and held it in 5 quarters.
  • Concourse Financial Group Securities's DoubleLine Commercial Real Estate Debt ETF position peaked at $14.7K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.