CPG
DCRE icon

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
Q2 		$11.5K Sell
223
-750
-77% -$38.9K ﹤0.01% 848
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 $1.74B AUM 34.09% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Cornerstone Planning Group's DCRE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 77% in Q2 2026, selling an estimated $38.9K and leaving 223 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Cornerstone Planning Group first reported a position in DCRE in Q1 2025 and has held it in 3 quarters since. The position peaked at $50.5K in Q1 2026. 87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

  • Cornerstone Planning Group held 223 shares of DoubleLine Commercial Real Estate Debt ETF worth $11.5K as of Q2 2026.
  • Cornerstone Planning Group sold 750 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $38.9K.
  • DoubleLine Commercial Real Estate Debt ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #848 holding.
  • Cornerstone Planning Group first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's DoubleLine Commercial Real Estate Debt ETF position peaked at $50.5K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.