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Saxon Interests’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Saxon Interests’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 		$4.78M Sell
92,033
-1,476
-2% -$76.8K 1.65% 12
2025
Q4 		$4.85M Sell
93,509
-745
-0.8% -$38.8K 1.7% 14
2025
Q3 		$4.92M Buy
94,254
+727
+0.8% +$37.8K 1.92% 11
2025
Q2 		$4.85M Hold
93,527
– – 2.27% 8
2025
Q1 		$4.85M Buy
93,527
+1,048
+1% +$54.1K 2.27% 8
2024
Q4 		$4.76M Sell
92,479
-9,900
-10% -$510K 2.09% 9
2024
Q3 		$5.32M Buy
+102,379
New +$5.29M 2.42% 8

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

Saxon Interests's DCRE Position: Q1 2026 in Review

Saxon Interests reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 1.6% in Q1 2026, selling an estimated $76.8K and leaving 92,033 shares worth $4.78M. The position accounts for 1.65% of the portfolio, ranked #12.

Saxon Interests first reported a position in DCRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.32M in Q3 2024. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • Saxon Interests held 92,033 shares of DoubleLine Commercial Real Estate Debt ETF worth $4.78M as of Q1 2026.
  • Saxon Interests sold 1,476 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $76.8K.
  • DoubleLine Commercial Real Estate Debt ETF made up 1.65% of Saxon Interests's portfolio in Q1 2026, its #12 holding.
  • Saxon Interests first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2024 and has held it in 7 quarters since.
  • Saxon Interests's DoubleLine Commercial Real Estate Debt ETF position peaked at $5.32M in Q3 2024.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.