FM
DCRE icon

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

Family 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
2026
Q2 		$75.9K Sell
1,465
-965
-40% -$50K 0.01% 293
2026
Q1 		$126K Buy
+2,430
New +$127K 0.02% 267
2024
Q3 		– Sell
-11,972
Closed -$615K – 206
2024
Q2 		$615K Sell
11,972
-33,259
-74% -$1.7M 0.11% 90
2024
Q1 		$2.32M Buy
45,231
+16,674
+58% +$852K 0.43% 57
2023
Q4 		$1.45M Buy
+28,557
New +$1.44M 0.3% 61

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

Family Management's DCRE Position: Q2 2026 in Review

Family Management reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 40% in Q2 2026, selling an estimated $50K and leaving 1,465 shares worth $75.9K. The position accounts for 0.01% of the portfolio, ranked #293.

Family Management first reported a position in DCRE in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.32M in Q1 2024. 87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

  • Family Management held 1,465 shares of DoubleLine Commercial Real Estate Debt ETF worth $75.9K as of Q2 2026.
  • Family Management sold 965 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $50K.
  • DoubleLine Commercial Real Estate Debt ETF made up 0.01% of Family Management's portfolio in Q2 2026, its #293 holding.
  • Family Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2023 and has held it in 5 quarters since.
  • Family Management's DoubleLine Commercial Real Estate Debt ETF position peaked at $2.32M in Q1 2024.
  • 87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.