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Larson Financial Group’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Larson Financial Group’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 		$39.9K Buy
768
+5
+0.7% +$260 ﹤0.01% 1468
2025
Q4 		$39.6K Sell
763
-66
-8% -$3.44K ﹤0.01% 1359
2025
Q3 		$43.2K Buy
829
+2
+0.2% +$104 ﹤0.01% 1225
2025
Q2 		$43K Sell
827
-476
-37% -$24.6K ﹤0.01% 1125
2025
Q1 		$67.6K Buy
1,303
+1,153
+769% +$59.5K ﹤0.01% 907
2024
Q4 		$7.72K Buy
+150
New +$7.73K ﹤0.01% 1559

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

Larson Financial Group's DCRE Position: Q1 2026 in Review

Larson Financial Group increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 0.66% in Q1 2026, buying an estimated $260 and bringing the position to 768 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Larson Financial Group first reported a position in DCRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $67.6K in Q1 2025. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • Larson Financial Group held 768 shares of DoubleLine Commercial Real Estate Debt ETF worth $39.9K as of Q1 2026.
  • Larson Financial Group bought 5 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $260.
  • DoubleLine Commercial Real Estate Debt ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1468 holding.
  • Larson Financial Group first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2024 and has held it in 6 quarters since.
  • Larson Financial Group's DoubleLine Commercial Real Estate Debt ETF position peaked at $67.6K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.