Leavell Investment Management’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Leavell Investment Management’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	$7.67M	Buy	147,629 +9,031	+7%	+$470K	0.31%	73
2025 Q4	$7.19M	Buy	138,598 +15,482	+13%	+$806K	0.3%	81
2025 Q3	$6.41M	Buy	123,116 +1,709	+1%	+$88.8K	0.27%	90
2025 Q2	$6.32M	Buy	121,407 +4,160	+4%	+$215K	0.28%	84
2025 Q1	$6.08M	Buy	117,247 +2,887	+3%	+$149K	0.3%	82
2024 Q4	$5.88M	Buy	114,360 +11,525	+11%	+$594K	0.29%	84
2024 Q3	$5.35M	Buy	102,835 +30,045	+41%	+$1.55M	0.27%	91
2024 Q2	$3.74M	Buy	72,790 +19,053	+35%	+$975K	0.21%	111
2024 Q1	$2.75M	Buy	53,737 +13,808	+35%	+$705K	0.16%	137
2023 Q4	$2.03M	Buy	+39,929	New	+$2.02M	0.13%	165

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

Leavell Investment Management's DCRE Position: Q1 2026 in Review

Leavell Investment Management increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 6.5% in Q1 2026, buying an estimated $470K and bringing the position to 147,629 shares worth $7.67M. The position accounts for 0.31% of the portfolio, ranked #73.

Leavell Investment Management first reported a position in DCRE in Q4 2023 and has held it in 10 quarters since. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

Leavell Investment Management held 147,629 shares of DoubleLine Commercial Real Estate Debt ETF worth $7.67M as of Q1 2026.
Leavell Investment Management bought 9,031 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $470K.
DoubleLine Commercial Real Estate Debt ETF made up 0.31% of Leavell Investment Management's portfolio in Q1 2026, its #73 holding.
Leavell Investment Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2023 and has held it in 10 quarters since.
77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.