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Cornerstone Planning Group’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Cornerstone Planning Group’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
2026
Q1 		$50.5K Buy
+973
New +$50.7K 0.01% 397
2025
Q2 		– Sell
-11
Closed -$569 – 1709
2025
Q1 		$569 Buy
+11
New +$568 ﹤0.01% 1260

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

Cornerstone Planning Group's DCRE Position: Q1 2026 in Review

Cornerstone Planning Group opened a new position in DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q1 2026: 973 shares worth $50.5K. The stake represents 0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in DCRE as recently as Q1 2025.

Cornerstone Planning Group first reported a position in DCRE in Q1 2025 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • Cornerstone Planning Group held 973 shares of DoubleLine Commercial Real Estate Debt ETF worth $50.5K as of Q1 2026.
  • DoubleLine Commercial Real Estate Debt ETF was a new Cornerstone Planning Group position in Q1 2026.
  • DoubleLine Commercial Real Estate Debt ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #397 holding.
  • Cornerstone Planning Group first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2025 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.