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Naples Global Advisors’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Naples Global Advisors’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 		$2.33M Buy
44,935
+5,660
+14% +$295K 0.17% 151
2025
Q4 		$2.04M Buy
39,275
+8,390
+27% +$437K 0.15% 160
2025
Q3 		$1.61M Buy
30,885
+5,435
+21% +$282K 0.13% 182
2025
Q2 		$1.32M Buy
25,450
+8,895
+54% +$460K 0.11% 193
2025
Q1 		$859K Buy
16,555
+6,895
+71% +$356K 0.08% 236
2024
Q4 		$497K Buy
9,660
+895
+10% +$46.1K 0.05% 291
2024
Q3 		$456K Buy
8,765
+125
+1% +$6.45K 0.04% 306
2024
Q2 		$444K Buy
+8,640
New +$442K 0.04% 296

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

Naples Global Advisors's DCRE Position: Q1 2026 in Review

Naples Global Advisors increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 14% in Q1 2026, buying an estimated $295K and bringing the position to 44,935 shares worth $2.33M. The position accounts for 0.17% of the portfolio, ranked #151.

Naples Global Advisors first reported a position in DCRE in Q2 2024 and has held it in 8 quarters since. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • Naples Global Advisors held 44,935 shares of DoubleLine Commercial Real Estate Debt ETF worth $2.33M as of Q1 2026.
  • Naples Global Advisors bought 5,660 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $295K.
  • DoubleLine Commercial Real Estate Debt ETF made up 0.17% of Naples Global Advisors's portfolio in Q1 2026, its #151 holding.
  • Naples Global Advisors first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q2 2024 and has held it in 8 quarters since.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.