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 Q3	$4.98M	Sell	97,592 -412	-0.4%	-$21.2K	1.73%	12
2026 Q2	$5.08M	Buy	98,004 +5,971	+6%	+$309K	1.4%	14
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Auour Investments Woburn, Massachusetts $353M AUM 8.66% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Brucke Financial Indianapolis, Indiana $238M AUM 19.51% 1-Year Est. Return

Saxon Interests's DCRE Position: Q3 2026 in Review

Saxon Interests reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 0.42% in Q3 2026, selling an estimated $21.2K and leaving 97,592 shares worth $4.98M. The position accounts for 1.73% of the portfolio, ranked #12.

Saxon Interests first reported a position in DCRE in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.32M in Q3 2024. 22 funds tracked by Wall St. Rank hold DCRE as of Q3 2026.

Saxon Interests held 97,592 shares of DoubleLine Commercial Real Estate Debt ETF worth $4.98M as of Q3 2026.
Saxon Interests sold 412 DoubleLine Commercial Real Estate Debt ETF shares in Q3 2026, an estimated $21.2K.
DoubleLine Commercial Real Estate Debt ETF made up 1.73% of Saxon Interests's portfolio in Q3 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 9 quarters since.
Saxon Interests's DoubleLine Commercial Real Estate Debt ETF position peaked at $5.32M in Q3 2024.
22 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.