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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

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Congress Wealth Management's DCRE Position: Q2 2025 in Review

Congress Wealth Management increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 61% in Q2 2025, buying an estimated $1.43M and bringing the position to 73,312 shares worth $3.81M. The position accounts for 0.04% of the portfolio, ranked #434.

Congress Wealth Management first reported a position in DCRE in Q4 2024 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold DCRE as of Q2 2025.

  • Congress Wealth Management held 73,312 shares of DoubleLine Commercial Real Estate Debt ETF worth $3.81M as of Q2 2025.
  • Congress Wealth Management bought 27,699 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2025, an estimated $1.43M.
  • DoubleLine Commercial Real Estate Debt ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #434 holding.
  • Congress Wealth Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2024 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.