KAS
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Kestra Advisory Services’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Kestra Advisory Services’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 		– Sell
-443
Closed -$23K – 4450
2025
Q4 		$23K Buy
+443
New +$23.1K ﹤0.01% 4434

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

Kestra Advisory Services's DCRE Position: Q1 2026 in Review

Kestra Advisory Services sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q1 2026, closing a stake of 443 shares — an estimated $23K sold.

Kestra Advisory Services first reported a position in DCRE in Q4 2025 and held it in 1 quarter. The position peaked at $23K in Q4 2025. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • Kestra Advisory Services reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 443 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $23K.
  • Kestra Advisory Services first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's DoubleLine Commercial Real Estate Debt ETF position peaked at $23K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.