SAG
DCRE icon

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

SageView Advisory Group’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
Q4 		$187K Buy
+3,606
New +$188K 0.01% 626

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
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

SageView Advisory Group's DCRE Position: Q4 2025 in Review

SageView Advisory Group opened a new position in DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q4 2025: 3,606 shares worth $187K. The stake represents 0.01% of the portfolio and ranks #626 among its holdings.

63 funds tracked by Wall St. Rank hold DCRE as of Q4 2025.

  • SageView Advisory Group held 3,606 shares of DoubleLine Commercial Real Estate Debt ETF worth $187K as of Q4 2025.
  • DoubleLine Commercial Real Estate Debt ETF was a new SageView Advisory Group position in Q4 2025.
  • DoubleLine Commercial Real Estate Debt ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #626 holding.
  • 63 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.