Foundations Investment Advisors’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Foundations Investment 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
2026 Q2	$48.4M	Buy	934,014 +148,625	+19%	+$7.7M	0.5%	53
2026 Q1	$40.8M	Buy	785,389 +264,008	+51%	+$13.7M	0.51%	55
2025 Q4	$27.1M	Buy	521,381 +203,133	+64%	+$10.6M	0.35%	66
2025 Q3	$16.6M	Sell	318,248 -13,582	-4%	-$706K	0.24%	98
2025 Q2	$17.3M	Buy	331,830 +192,606	+138%	+$9.96M	0.27%	93
2025 Q1	$7.22M	Buy	139,224 +33,093	+31%	+$1.71M	0.13%	153
2024 Q4	$5.46M	Buy	106,131 +6,053	+6%	+$312K	0.11%	177
2024 Q3	$5.2M	Buy	100,078 +83,369	+499%	+$4.3M	0.11%	161
2024 Q2	$859K	Buy	+16,709	New	+$855K	0.02%	369

Other funds holding DCRE

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Foundations Investment Advisors's DCRE Position: Q2 2026 in Review

Foundations Investment Advisors increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 19% in Q2 2026, buying an estimated $7.7M and bringing the position to 934,014 shares worth $48.4M. The position accounts for 0.5% of the portfolio, ranked #53.

Foundations Investment Advisors first reported a position in DCRE in Q2 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

Foundations Investment Advisors held 934,014 shares of DoubleLine Commercial Real Estate Debt ETF worth $48.4M as of Q2 2026.
Foundations Investment Advisors bought 148,625 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $7.7M.
DoubleLine Commercial Real Estate Debt ETF made up 0.5% of Foundations Investment Advisors's portfolio in Q2 2026, its #53 holding.
Foundations Investment Advisors first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q2 2024 and has held it in 9 quarters since.
87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.