CWM
DCRE icon

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

Congress Wealth Management’s Portfolio DCRE Stock Details DCRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.81M Buy
73,312
+27,699
+61% +$1.44M 0.04% 434
2025
Q1 		$2.37M Buy
45,613
+30,750
+207% +$1.6M 0.03% 456
2024
Q4 		$765K Buy
+14,863
New +$765K 0.01% 562