CA
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CoreCap Advisors’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

CoreCap 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
2024
Q2 		– Sell
-83
Closed -$4.25K – 2628
2024
Q1 		$4.25K Buy
+83
New +$4.24K ﹤0.01% 1953

Other funds holding DCRE

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

CoreCap Advisors's DCRE Position: Q2 2024 in Review

CoreCap Advisors sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q2 2024, closing a stake of 83 shares — an estimated $4.25K sold.

CoreCap Advisors first reported a position in DCRE in Q1 2024 and held it in 1 quarter. The position peaked at $4.25K in Q1 2024. 42 funds tracked by Wall St. Rank hold DCRE as of Q2 2024.

  • CoreCap Advisors reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q2 2024 after selling out during the quarter.
  • CoreCap Advisors sold 83 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2024, an estimated $4.25K.
  • CoreCap Advisors first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2024 and held it in 1 quarter.
  • CoreCap Advisors's DoubleLine Commercial Real Estate Debt ETF position peaked at $4.25K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2024.

Based on CoreCap Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.