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

LPL Financial’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 Q2	$7.62M	Sell	147,011 -37,276	-20%	-$1.93M	﹤0.01%	2399
2026 Q1	$9.6M	Buy	184,287 +180,169	+4,375%	+$9.38M	﹤0.01%	2035
2025 Q4	$214K	Sell	4,118 -204	-5%	-$10.6K	﹤0.01%	5400
2025 Q3	$225K	Buy	+4,322	New	+$225K	﹤0.01%	5275
2025 Q2	–	Sell	-4,415	Closed	-$229K	–	5709
2025 Q1	$229K	Buy	+4,415	New	+$228K	﹤0.01%	4767

Other funds holding DCRE

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

LPL Financial's DCRE Position: Q2 2026 in Review

LPL Financial reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 20% in Q2 2026, selling an estimated $1.93M and leaving 147,011 shares worth $7.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

LPL Financial first reported a position in DCRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.6M in Q1 2026. 88 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

LPL Financial held 147,011 shares of DoubleLine Commercial Real Estate Debt ETF worth $7.62M as of Q2 2026.
LPL Financial sold 37,276 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $1.93M.
DoubleLine Commercial Real Estate Debt ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2399 holding.
LPL Financial first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2025 and has held it in 5 quarters since.
LPL Financial's DoubleLine Commercial Real Estate Debt ETF position peaked at $9.6M in Q1 2026.
88 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.