SAG
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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
2026
Q1 		– Sell
-3,606
Closed -$187K – 2498
2025
Q4 		$187K Buy
+3,606
New +$188K 0.01% 626

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

SageView Advisory Group's DCRE Position: Q1 2026 in Review

SageView Advisory Group sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q1 2026, closing a stake of 3,606 shares — an estimated $187K sold.

SageView Advisory Group first reported a position in DCRE in Q4 2025 and held it in 1 quarter. The position peaked at $187K in Q4 2025. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • SageView Advisory Group reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,606 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $187K.
  • SageView Advisory Group first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's DoubleLine Commercial Real Estate Debt ETF position peaked at $187K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.