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DCRE icon

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

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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. 25 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.
  • 25 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.