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 Q2	$5.99M	Buy	115,634 +2,071	+2%	+$107K	0.85%	37
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 $1.74B AUM 34.09% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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

Global Wealth Management Investment Advisory's DCRE Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 1.8% in Q2 2026, buying an estimated $107K and bringing the position to 115,634 shares worth $5.99M. The position accounts for 0.85% of the portfolio, ranked #37.

Global Wealth Management Investment Advisory first reported a position in DCRE in Q3 2024 and has held it in 8 quarters since. 86 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

Global Wealth Management Investment Advisory held 115,634 shares of DoubleLine Commercial Real Estate Debt ETF worth $5.99M as of Q2 2026.
Global Wealth Management Investment Advisory bought 2,071 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $107K.
DoubleLine Commercial Real Estate Debt ETF made up 0.85% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #37 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 8 quarters since.
86 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.