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KLR Investment Advisors’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

KLR Investment Advisors’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
Q1 		$10.7M Buy
209,602
+24,843
+13% +$1.27M 7.73% 1
2023
Q4 		$9.4M Buy
+184,759
New +$9.34M 6.79% 1

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 $374B AUM 17.66% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

KLR Investment Advisors's DCRE Position: Q1 2024 in Review

KLR Investment Advisors increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 13% in Q1 2024, buying an estimated $1.27M and bringing the position to 209,602 shares worth $10.7M. The position accounts for 7.73% of the portfolio, ranked #1.

KLR Investment Advisors first reported a position in DCRE in Q4 2023 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold DCRE as of Q1 2024.

  • KLR Investment Advisors held 209,602 shares of DoubleLine Commercial Real Estate Debt ETF worth $10.7M as of Q1 2024.
  • KLR Investment Advisors bought 24,843 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2024, an estimated $1.27M.
  • DoubleLine Commercial Real Estate Debt ETF made up 7.73% of KLR Investment Advisors's portfolio in Q1 2024, its #1 holding.
  • KLR Investment Advisors first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2023 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.