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 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 $1.47B AUM 19.38% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Foundations Investment Advisors's DCRE Position: Q1 2026 in Review

Foundations Investment Advisors increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 51% in Q1 2026, buying an estimated $13.7M and bringing the position to 785,389 shares worth $40.8M. The position accounts for 0.51% of the portfolio, ranked #55.

Foundations Investment Advisors first reported a position in DCRE in Q2 2024 and has held it in 8 quarters since. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

Foundations Investment Advisors held 785,389 shares of DoubleLine Commercial Real Estate Debt ETF worth $40.8M as of Q1 2026.
Foundations Investment Advisors bought 264,008 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $13.7M.
DoubleLine Commercial Real Estate Debt ETF made up 0.51% of Foundations Investment Advisors's portfolio in Q1 2026, its #55 holding.
Foundations Investment Advisors first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q2 2024 and has held it in 8 quarters since.
77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.