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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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
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
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 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

Holcombe Financial's DCRE Position: Q2 2026 in Review

Holcombe Financial reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 2.1% in Q2 2026, selling an estimated $133K and leaving 118,379 shares worth $6.13M. The position accounts for 3.46% of the portfolio, ranked #11.

Holcombe Financial first reported a position in DCRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.84M in Q4 2024. 41 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

  • Holcombe Financial held 118,379 shares of DoubleLine Commercial Real Estate Debt ETF worth $6.13M as of Q2 2026.
  • Holcombe Financial sold 2,558 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $133K.
  • DoubleLine Commercial Real Estate Debt ETF made up 3.46% of Holcombe Financial's portfolio in Q2 2026, its #11 holding.
  • Holcombe Financial first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2024 and has held it in 7 quarters since.
  • Holcombe Financial's DoubleLine Commercial Real Estate Debt ETF position peaked at $6.84M in Q4 2024.
  • 41 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.