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Private Trust Company’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Private Trust Company’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
2025
Q4 		– Sell
-268
Closed -$14K – 2689
2025
Q3 		$14K Hold
268
– – ﹤0.01% 1778
2025
Q2 		$13.9K Hold
268
– – ﹤0.01% 1712
2025
Q1 		$13.9K Hold
268
– – ﹤0.01% 1687
2024
Q4 		$13.8K Buy
+268
New +$13.8K ﹤0.01% 1636

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Private Trust Company's DCRE Position: Q4 2025 in Review

Private Trust Company sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q4 2025, closing a stake of 268 shares — an estimated $14K sold.

Private Trust Company first reported a position in DCRE in Q4 2024 and held it in 4 quarters. The position peaked at $14K in Q3 2025. 63 funds tracked by Wall St. Rank hold DCRE as of Q4 2025.

  • Private Trust Company reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 268 DoubleLine Commercial Real Estate Debt ETF shares in Q4 2025, an estimated $14K.
  • Private Trust Company first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2024 and held it in 4 quarters.
  • Private Trust Company's DoubleLine Commercial Real Estate Debt ETF position peaked at $14K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.