MFWM
DCRE icon

Motley Fool Wealth Management’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Motley Fool Wealth 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
Q2 		– Sell
-180,108
Closed -$9.36M – 120
2026
Q1 		$9.36M Sell
180,108
-17,332
-9% -$902K 1.06% 27
2025
Q4 		$10.2M Sell
197,440
-27,236
-12% -$1.42M 0.79% 40
2025
Q3 		$11.7M Sell
224,676
-1,919
-0.8% -$99.7K 0.79% 39
2025
Q2 		$11.8M Sell
226,595
-24,441
-10% -$1.26M 0.71% 45
2025
Q1 		$13M Sell
251,036
-20,993
-8% -$1.08M 0.77% 42
2024
Q4 		$14M Sell
272,029
-4,921
-2% -$254K 0.72% 45
2024
Q3 		$14.4M Sell
276,950
-10,703
-4% -$553K 0.72% 46
2024
Q2 		$14.8M Buy
287,653
+257,358
+850% +$13.2M 0.75% 41
2024
Q1 		$1.55M Buy
+30,295
New +$1.55M 0.08% 112

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Motley Fool Wealth Management's DCRE Position: Q2 2026 in Review

Motley Fool Wealth Management sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q2 2026, closing a stake of 180,108 shares — an estimated $9.36M sold.

Motley Fool Wealth Management first reported a position in DCRE in Q1 2024 and held it in 9 quarters. The position peaked at $14.8M in Q2 2024. 86 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

  • Motley Fool Wealth Management reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q2 2026 after selling out during the quarter.
  • Motley Fool Wealth Management sold 180,108 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $9.36M.
  • Motley Fool Wealth Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2024 and held it in 9 quarters.
  • Motley Fool Wealth Management's DoubleLine Commercial Real Estate Debt ETF position peaked at $14.8M in Q2 2024.
  • 86 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Motley Fool Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.