Holcombe Financial’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Holcombe Financial’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	$6.06M	Buy	118,712 +333	+0.3%	+$17.1K	3.35%	9
2026 Q2	$6.13M	Sell	118,379 -2,558	-2%	-$133K	3.46%	11
2026 Q1	$6.28M	Buy	120,937 +6,452	+6%	+$336K	3.69%	9
2025 Q4	$5.94M	Buy	114,485 +2,195	+2%	+$114K	3.73%	9
2025 Q3	$5.85M	Buy	112,290 +1,735	+2%	+$90.2K	4.08%	8
2025 Q2	$5.75M	Sell	110,555 -5,406	-5%	-$280K	4.33%	8
2025 Q1	$6.01M	Sell	115,961 -17,040	-13%	-$880K	4.99%	7
2024 Q4	$6.84M	Buy	+133,001	New	+$6.85M	5.64%	6

Other funds holding DCRE

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $728M AUM 15.12% 1-Year Est. Return

Saxon Interests Houston, Texas $288M AUM 20.55% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Auour Investments Woburn, Massachusetts $353M AUM 8.66% 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

Holcombe Financial's DCRE Position: Q3 2026 in Review

Holcombe Financial increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 0.28% in Q3 2026, buying an estimated $17.1K and bringing the position to 118,712 shares worth $6.06M. The position accounts for 3.35% of the portfolio, ranked #9.

Holcombe Financial first reported a position in DCRE in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.84M in Q4 2024. 30 funds tracked by Wall St. Rank hold DCRE as of Q3 2026.

Holcombe Financial held 118,712 shares of DoubleLine Commercial Real Estate Debt ETF worth $6.06M as of Q3 2026.
Holcombe Financial bought 333 DoubleLine Commercial Real Estate Debt ETF shares in Q3 2026, an estimated $17.1K.
DoubleLine Commercial Real Estate Debt ETF made up 3.35% of Holcombe Financial's portfolio in Q3 2026, its #9 holding.
Holcombe Financial first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2024 and has held it in 8 quarters since.
Holcombe Financial's DoubleLine Commercial Real Estate Debt ETF position peaked at $6.84M in Q4 2024.
30 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.