RFG Advisory
DCRE icon

RFG Advisory’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

RFG Advisory’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
Q3 		– Sell
-52,569
Closed -$2.74M – 1026
2025
Q2 		$2.74M Buy
52,569
+12,011
+30% +$621K 0.06% 235
2025
Q1 		$2.1M Buy
40,558
+22,516
+125% +$1.16M 0.06% 265
2024
Q4 		$928K Buy
+18,042
New +$930K 0.03% 382

Other funds holding DCRE

Shufro Rose & Co
Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return
Motley Fool Wealth Management
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Whitney & Co
Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return
Seascape Capital Management
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

RFG Advisory's DCRE Position: Q3 2025 in Review

RFG Advisory sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q3 2025, closing a stake of 52,569 shares — an estimated $2.74M sold.

RFG Advisory first reported a position in DCRE in Q4 2024 and held it in 3 quarters. The position peaked at $2.74M in Q2 2025. 58 funds tracked by Wall St. Rank hold DCRE as of Q3 2025.

  • RFG Advisory reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q3 2025 after selling out during the quarter.
  • RFG Advisory sold 52,569 DoubleLine Commercial Real Estate Debt ETF shares in Q3 2025, an estimated $2.74M.
  • RFG Advisory first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2024 and held it in 3 quarters.
  • RFG Advisory's DoubleLine Commercial Real Estate Debt ETF position peaked at $2.74M in Q2 2025.
  • 58 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2025.

Based on RFG Advisory's 13F filing for Q3 2025, filed 6 Nov 2025.