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EverSource Wealth Advisors’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

EverSource Wealth 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
Q4 		– Sell
-55
Closed -$2.86K – 3820
2024
Q3 		$2.86K Hold
55
– – ﹤0.01% 2421
2024
Q2 		$2.84K Hold
55
– – ﹤0.01% 2431
2024
Q1 		$2.81K Buy
+55
New +$2.81K ﹤0.01% 2274

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

EverSource Wealth Advisors's DCRE Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q4 2024, closing a stake of 55 shares — an estimated $2.86K sold.

EverSource Wealth Advisors first reported a position in DCRE in Q1 2024 and held it in 3 quarters. The position peaked at $2.86K in Q3 2024. 60 funds tracked by Wall St. Rank hold DCRE as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 55 DoubleLine Commercial Real Estate Debt ETF shares in Q4 2024, an estimated $2.86K.
  • EverSource Wealth Advisors first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2024 and held it in 3 quarters.
  • EverSource Wealth Advisors's DoubleLine Commercial Real Estate Debt ETF position peaked at $2.86K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.