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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
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

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

Saxon Interests's DCRE Position: Q2 2026 in Review

Saxon Interests increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 6.5% in Q2 2026, buying an estimated $309K and bringing the position to 98,004 shares worth $5.08M. The position accounts for 1.4% of the portfolio, ranked #14.

Saxon Interests first reported a position in DCRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.32M in Q3 2024. 87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

  • Saxon Interests held 98,004 shares of DoubleLine Commercial Real Estate Debt ETF worth $5.08M as of Q2 2026.
  • Saxon Interests bought 5,971 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $309K.
  • DoubleLine Commercial Real Estate Debt ETF made up 1.4% of Saxon Interests's portfolio in Q2 2026, its #14 holding.
  • Saxon Interests first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2024 and has held it in 8 quarters since.
  • Saxon Interests's DoubleLine Commercial Real Estate Debt ETF position peaked at $5.32M in Q3 2024.
  • 87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.