RA
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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

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
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
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
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

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.