Cornerstone Planning Group
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
Q3 		– Sell
-223
Closed -$11.5K – 1776
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
BLC
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Cornerstone Planning Group's DCRE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q3 2026, closing a stake of 223 shares — an estimated $11.5K sold.

Cornerstone Planning Group first reported a position in DCRE in Q1 2025 and held it in 3 quarters. The position peaked at $50.5K in Q1 2026. 9 funds tracked by Wall St. Rank hold DCRE as of Q3 2026.

  • Cornerstone Planning Group reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 223 DoubleLine Commercial Real Estate Debt ETF shares in Q3 2026, an estimated $11.5K.
  • Cornerstone Planning Group first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's DoubleLine Commercial Real Estate Debt ETF position peaked at $50.5K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.