Global Wealth Management Investment Advisory’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Global Wealth Management Investment Advisory’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	$5.9M	Buy	113,563 +3,527	+3%	+$184K	0.92%	33
2025 Q4	$5.71M	Buy	110,036 +7,786	+8%	+$405K	0.92%	32
2025 Q3	$5.33M	Buy	102,250 +4,330	+4%	+$225K	0.89%	30
2025 Q2	$5.09M	Buy	97,920 +1,825	+2%	+$94.4K	0.96%	30
2025 Q1	$4.98M	Buy	96,095 +83,787	+681%	+$4.33M	1%	31
2024 Q4	$633K	Buy	12,308 +1,295	+12%	+$66.7K	0.13%	107
2024 Q3	$572K	Buy	+11,013	New	+$569K	0.12%	112

Other funds holding DCRE

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

Global Wealth Management Investment Advisory's DCRE Position: Q1 2026 in Review

Global Wealth Management Investment Advisory increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 3.2% in Q1 2026, buying an estimated $184K and bringing the position to 113,563 shares worth $5.9M. The position accounts for 0.92% of the portfolio, ranked #33.

Global Wealth Management Investment Advisory first reported a position in DCRE in Q3 2024 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

Global Wealth Management Investment Advisory held 113,563 shares of DoubleLine Commercial Real Estate Debt ETF worth $5.9M as of Q1 2026.
Global Wealth Management Investment Advisory bought 3,527 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $184K.
DoubleLine Commercial Real Estate Debt ETF made up 0.92% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #33 holding.
Global Wealth Management Investment Advisory first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2024 and has held it in 7 quarters since.
77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.