Congress Wealth Management’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Congress Wealth Management’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
2025 Q2	$3.81M	Buy	73,312 +27,699	+61%	+$1.43M	0.04%	434
2025 Q1	$2.37M	Buy	45,613 +30,750	+207%	+$1.59M	0.03%	456
2024 Q4	$765K	Buy	+14,863	New	+$766K	0.01%	562

Other funds holding DCRE

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return