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Relative Value Partners Group’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Relative Value Partners Group’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
2024
Q2 		– Sell
-23,293
Closed -$1.2M – 506
2024
Q1 		$1.2M Sell
23,293
-53
-0.2% -$2.71K 0.07% 139
2023
Q4 		$1.19M Buy
+23,346
New +$1.18M 0.07% 142

Other funds holding DCRE

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Relative Value Partners Group's DCRE Position: Q2 2024 in Review

Relative Value Partners Group sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q2 2024, closing a stake of 23,293 shares — an estimated $1.2M sold.

Relative Value Partners Group first reported a position in DCRE in Q4 2023 and held it in 2 quarters. The position peaked at $1.2M in Q1 2024. 42 funds tracked by Wall St. Rank hold DCRE as of Q2 2024.

  • Relative Value Partners Group reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q2 2024 after selling out during the quarter.
  • Relative Value Partners Group sold 23,293 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2024, an estimated $1.2M.
  • Relative Value Partners Group first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2023 and held it in 2 quarters.
  • Relative Value Partners Group's DoubleLine Commercial Real Estate Debt ETF position peaked at $1.2M in Q1 2024.
  • 42 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.