Independent Family Office’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Independent Family Office’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 Q1	$3.8M	Buy	73,058 +3,875	+6%	+$202K	1.56%	14
2025 Q4	$3.74M	Hold	69,183	–	–	1.56%	14
2025 Q3	$3.6M	Buy	69,183 +11,560	+20%	+$601K	1.52%	14
2025 Q2	$3M	Buy	57,623 +20,150	+54%	+$1.04M	1.39%	14
2025 Q1	$1.94M	Buy	37,473 +10,725	+40%	+$554K	1.02%	16
2024 Q4	$1.38M	Buy	26,748 +5,825	+28%	+$300K	0.72%	26
2024 Q3	$1.09M	Buy	+20,923	New	+$1.08M	0.55%	35

Other funds holding DCRE

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

Independent Family Office's DCRE Position: Q1 2026 in Review

Independent Family Office increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 5.6% in Q1 2026, buying an estimated $202K and bringing the position to 73,058 shares worth $3.8M. The position accounts for 1.56% of the portfolio, ranked #14.

Independent Family Office first reported a position in DCRE in Q3 2024 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

Independent Family Office held 73,058 shares of DoubleLine Commercial Real Estate Debt ETF worth $3.8M as of Q1 2026.
Independent Family Office bought 3,875 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $202K.
DoubleLine Commercial Real Estate Debt ETF made up 1.56% of Independent Family Office's portfolio in Q1 2026, its #14 holding.
Independent Family Office first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2024 and has held it in 7 quarters since.
77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.