FFO
DCRE icon

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

Fortitude Family Office’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
Q3 		– Sell
-717
Closed -$36.8K – 1281
2024
Q2 		$36.8K Sell
717
-29
-4% -$1.48K 0.02% 214
2024
Q1 		$38.2K Buy
+746
New +$38.1K 0.03% 187

Other funds holding DCRE

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 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 $374B AUM 17.66% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Fortitude Family Office's DCRE Position: Q3 2024 in Review

Fortitude Family Office sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q3 2024, closing a stake of 717 shares — an estimated $36.8K sold.

Fortitude Family Office first reported a position in DCRE in Q1 2024 and held it in 2 quarters. The position peaked at $38.2K in Q1 2024. 48 funds tracked by Wall St. Rank hold DCRE as of Q3 2024.

  • Fortitude Family Office reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q3 2024 after selling out during the quarter.
  • Fortitude Family Office sold 717 DoubleLine Commercial Real Estate Debt ETF shares in Q3 2024, an estimated $36.8K.
  • Fortitude Family Office first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2024 and held it in 2 quarters.
  • Fortitude Family Office's DoubleLine Commercial Real Estate Debt ETF position peaked at $38.2K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2024.

Based on Fortitude Family Office's 13F filing for Q3 2024, filed 25 Oct 2024.