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 Q2	$2.43M	Buy	46,886 +1,951	+4%	+$101K	0.15%	150
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 $1.74B AUM 34.09% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B 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 $7.25B AUM 20.71% 1-Year Est. Return

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 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

Naples Global Advisors's DCRE Position: Q2 2026 in Review

Naples Global Advisors increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 4.3% in Q2 2026, buying an estimated $101K and bringing the position to 46,886 shares worth $2.43M. The position accounts for 0.15% of the portfolio, ranked #150.

Naples Global Advisors first reported a position in DCRE in Q2 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

Naples Global Advisors held 46,886 shares of DoubleLine Commercial Real Estate Debt ETF worth $2.43M as of Q2 2026.
Naples Global Advisors bought 1,951 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $101K.
DoubleLine Commercial Real Estate Debt ETF made up 0.15% of Naples Global Advisors's portfolio in Q2 2026, its #150 holding.
Naples Global Advisors first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q2 2024 and has held it in 9 quarters since.
87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.