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

Mattson Financial 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	$341K	Buy	6,571 +390	+6%	+$20.3K	0.08%	160
2025 Q4	$321K	Buy	6,181 +778	+14%	+$40.5K	0.07%	167
2025 Q3	$281K	Buy	5,403 +374	+7%	+$19.4K	0.07%	164
2025 Q2	$262K	Sell	5,029 -117	-2%	-$6.05K	0.07%	152
2025 Q1	$267K	Sell	5,146 -1,913	-27%	-$98.8K	0.08%	139
2024 Q4	$367K	Sell	7,059 -440	-6%	-$22.7K	0.12%	130
2024 Q3	$385K	Sell	7,499 -27	-0.4%	-$1.39K	0.14%	138
2024 Q2	$387K	Buy	+7,526	New	+$385K	0.14%	138

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

Mattson Financial Services's DCRE Position: Q1 2026 in Review

Mattson Financial Services increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 6.3% in Q1 2026, buying an estimated $20.3K and bringing the position to 6,571 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #160.

Mattson Financial Services first reported a position in DCRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $387K in Q2 2024. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

Mattson Financial Services held 6,571 shares of DoubleLine Commercial Real Estate Debt ETF worth $341K as of Q1 2026.
Mattson Financial Services bought 390 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $20.3K.
DoubleLine Commercial Real Estate Debt ETF made up 0.08% of Mattson Financial Services's portfolio in Q1 2026, its #160 holding.
Mattson Financial Services first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q2 2024 and has held it in 8 quarters since.
Mattson Financial Services's DoubleLine Commercial Real Estate Debt ETF position peaked at $387K in Q2 2024.
77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.