Janney Montgomery Scott
DCRE icon

Janney Montgomery Scott’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Janney Montgomery Scott’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
2024
Q4 		– Sell
-10,331
Closed -$537K – 2876
2024
Q3 		$537K Buy
10,331
+366
+4% +$18.9K ﹤0.01% 1921
2024
Q2 		$512K Sell
9,965
-2,101
-17% -$107K ﹤0.01% 1870
2024
Q1 		$618K Sell
12,066
-607
-5% -$31K ﹤0.01% 1821
2023
Q4 		$645K Sell
12,673
-457
-3% -$23.1K ﹤0.01% 1718
2023
Q3 		$663K Buy
+13,130
New +$661K ﹤0.01% 1589

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Janney Montgomery Scott's DCRE Position: Q4 2024 in Review

Janney Montgomery Scott sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q4 2024, closing a stake of 10,331 shares — an estimated $537K sold.

Janney Montgomery Scott first reported a position in DCRE in Q3 2023 and held it in 5 quarters. The position peaked at $663K in Q3 2023. 60 funds tracked by Wall St. Rank hold DCRE as of Q4 2024.

  • Janney Montgomery Scott reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,331 DoubleLine Commercial Real Estate Debt ETF shares in Q4 2024, an estimated $537K.
  • Janney Montgomery Scott first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2023 and held it in 5 quarters.
  • Janney Montgomery Scott's DoubleLine Commercial Real Estate Debt ETF position peaked at $663K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.