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Ritholtz Wealth Management’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Ritholtz Wealth Management’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
Q2 		$1.49M Sell
28,731
-712
-2% -$36.9K 0.02% 510
2026
Q1 		$1.53M Buy
+29,443
New +$1.53M 0.03% 442

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Ritholtz Wealth Management's DCRE Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 2.4% in Q2 2026, selling an estimated $36.9K and leaving 28,731 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #510.

Ritholtz Wealth Management first reported a position in DCRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.53M in Q1 2026. 87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

  • Ritholtz Wealth Management held 28,731 shares of DoubleLine Commercial Real Estate Debt ETF worth $1.49M as of Q2 2026.
  • Ritholtz Wealth Management sold 712 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $36.9K.
  • DoubleLine Commercial Real Estate Debt ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #510 holding.
  • Ritholtz Wealth Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2026 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's DoubleLine Commercial Real Estate Debt ETF position peaked at $1.53M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.