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DCRE icon

Journey Strategic Wealth’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Journey Strategic Wealth’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 		$390K Sell
7,500
-1,500
-17% -$78.1K 0.01% 428
2025
Q4 		$467K Sell
9,000
-8,300
-48% -$432K 0.01% 327
2025
Q3 		$901K Buy
17,300
+11,230
+185% +$584K 0.03% 184
2025
Q2 		$316K Sell
6,070
-820
-12% -$42.4K 0.01% 410
2025
Q1 		$357K Buy
6,890
+2,000
+41% +$103K 0.01% 292
2024
Q4 		$252K Sell
4,890
-1,500
-23% -$77.3K 0.01% 384
2024
Q3 		$332K Buy
6,390
+100
+2% +$5.16K 0.01% 309
2024
Q2 		$323K Buy
+6,290
New +$322K 0.01% 230

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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

Journey Strategic Wealth's DCRE Position: Q1 2026 in Review

Journey Strategic Wealth reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 17% in Q1 2026, selling an estimated $78.1K and leaving 7,500 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #428.

Journey Strategic Wealth first reported a position in DCRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $901K in Q3 2025. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • Journey Strategic Wealth held 7,500 shares of DoubleLine Commercial Real Estate Debt ETF worth $390K as of Q1 2026.
  • Journey Strategic Wealth sold 1,500 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $78.1K.
  • DoubleLine Commercial Real Estate Debt ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #428 holding.
  • Journey Strategic Wealth first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q2 2024 and has held it in 8 quarters since.
  • Journey Strategic Wealth's DoubleLine Commercial Real Estate Debt ETF position peaked at $901K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.