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Richardson Financial Services’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Richardson Financial Services’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
Q1 		$21.5K Buy
+413
New +$21.5K 0.01% 410

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Richardson Financial Services's DCRE Position: Q1 2026 in Review

Richardson Financial Services opened a new position in DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q1 2026: 413 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #410 among its holdings.

77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • Richardson Financial Services held 413 shares of DoubleLine Commercial Real Estate Debt ETF worth $21.5K as of Q1 2026.
  • DoubleLine Commercial Real Estate Debt ETF was a new Richardson Financial Services position in Q1 2026.
  • DoubleLine Commercial Real Estate Debt ETF made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #410 holding.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.