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 Q3	$20.3M	Buy	396,952 +4,909	+1%	+$253K	0.29%	101
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

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Brucke Financial Indianapolis, Indiana $238M AUM 19.51% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

First Financial Group Raleigh, North Carolina $131M AUM 12.24% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Gradient Investments's DCRE Position: Q3 2026 in Review

Gradient Investments increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 1.3% in Q3 2026, buying an estimated $253K and bringing the position to 396,952 shares worth $20.3M. The position accounts for 0.29% of the portfolio, ranked #101.

Gradient Investments first reported a position in DCRE in Q4 2023 and has held it in 12 quarters since. The position peaked at $22.6M in Q4 2024. 15 funds tracked by Wall St. Rank hold DCRE as of Q3 2026.

Gradient Investments held 396,952 shares of DoubleLine Commercial Real Estate Debt ETF worth $20.3M as of Q3 2026.
Gradient Investments bought 4,909 DoubleLine Commercial Real Estate Debt ETF shares in Q3 2026, an estimated $253K.
DoubleLine Commercial Real Estate Debt ETF made up 0.29% of Gradient Investments's portfolio in Q3 2026, its #101 holding.
Gradient Investments first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2023 and has held it in 12 quarters since.
Gradient Investments's DoubleLine Commercial Real Estate Debt ETF position peaked at $22.6M in Q4 2024.
15 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.