Gradient Investments’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Gradient Investments’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	$20.3M	Buy	392,043 +49,125	+14%	+$2.54M	0.28%	109
2026 Q1	$17.8M	Buy	342,918 +20,391	+6%	+$1.06M	0.28%	109
2025 Q4	$16.7M	Buy	322,527 +13,806	+4%	+$718K	0.27%	116
2025 Q3	$16.1M	Buy	308,721 +15,223	+5%	+$791K	0.27%	111
2025 Q2	$15.3M	Sell	293,498 -2,252	-0.8%	-$117K	0.28%	109
2025 Q1	$15.3M	Sell	295,750 -143,769	-33%	-$7.42M	0.31%	97
2024 Q4	$22.6M	Buy	439,519 +73,391	+20%	+$3.78M	0.46%	65
2024 Q3	$19M	Buy	366,128 +5,783	+2%	+$299K	0.4%	72
2024 Q2	$18.5M	Buy	360,345 +55,862	+18%	+$2.86M	0.42%	75
2024 Q1	$15.6M	Sell	304,483 -5,418	-2%	-$277K	0.36%	105
2023 Q4	$15.8M	Buy	+309,901	New	+$15.7M	0.38%	97

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

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

Gradient Investments's DCRE Position: Q2 2026 in Review

Gradient Investments increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 14% in Q2 2026, buying an estimated $2.54M and bringing the position to 392,043 shares worth $20.3M. The position accounts for 0.28% of the portfolio, ranked #109.

Gradient Investments first reported a position in DCRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.6M in Q4 2024. 87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

Gradient Investments held 392,043 shares of DoubleLine Commercial Real Estate Debt ETF worth $20.3M as of Q2 2026.
Gradient Investments bought 49,125 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $2.54M.
DoubleLine Commercial Real Estate Debt ETF made up 0.28% of Gradient Investments's portfolio in Q2 2026, its #109 holding.
Gradient Investments first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2023 and has held it in 11 quarters since.
Gradient Investments's DoubleLine Commercial Real Estate Debt ETF position peaked at $22.6M in Q4 2024.
87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.