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Root Financial Partners’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Root Financial Partners’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 		– Sell
-3,214
Closed -$167K – 3274
2026
Q1 		$167K Buy
+3,214
New +$167K 0.01% 377

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

Root Financial Partners's DCRE Position: Q2 2026 in Review

Root Financial Partners sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q2 2026, closing a stake of 3,214 shares — an estimated $167K sold.

Root Financial Partners first reported a position in DCRE in Q1 2026 and held it in 1 quarter. The position peaked at $167K in Q1 2026. 86 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

  • Root Financial Partners reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,214 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $167K.
  • Root Financial Partners first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's DoubleLine Commercial Real Estate Debt ETF position peaked at $167K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.