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Curi Wealth Management’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Curi 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
2024
Q1 		– Sell
-119,603
Closed -$6.09M – 157
2023
Q4 		$6.09M Buy
119,603
+4,463
+4% +$226K 0.84% 41
2023
Q3 		$5.81M Sell
115,140
-10,775
-9% -$542K 0.89% 39
2023
Q2 		$6.35M Buy
+125,915
New +$6.33M 0.86% 40

Other funds holding DCRE

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 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 $2.74B AUM 26.51% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curi Wealth Management's DCRE Position: Q1 2024 in Review

Curi Wealth Management sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q1 2024, closing a stake of 119,603 shares — an estimated $6.09M sold.

Curi Wealth Management first reported a position in DCRE in Q2 2023 and held it in 3 quarters. The position peaked at $6.35M in Q2 2023. 32 funds tracked by Wall St. Rank hold DCRE as of Q1 2024.

  • Curi Wealth Management reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 119,603 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2024, an estimated $6.09M.
  • Curi Wealth Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q2 2023 and held it in 3 quarters.
  • Curi Wealth Management's DoubleLine Commercial Real Estate Debt ETF position peaked at $6.35M in Q2 2023.
  • 32 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.