Shufro Rose & Co’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Shufro Rose & Co’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	$79.2M	Sell	1,552,835 -16,629	-1%	-$856K	5.08%	3
2026 Q2	$81.3M	Buy	1,569,464 +38,129	+2%	+$1.98M	4.67%	4
2026 Q1	$79.6M	Buy	1,531,335 +69,768	+5%	+$3.63M	5.41%	4
2025 Q4	$75.9M	Buy	1,461,567 +626,648	+75%	+$32.6M	5.13%	3
2025 Q3	$43.3M	Sell	834,919 -8,448	-1%	-$439K	3.54%	4
2025 Q2	$43.7M	Sell	843,367 -11,978	-1%	-$620K	3.52%	4
2025 Q1	$44.4M	Buy	855,345 +15,995	+2%	+$826K	3.5%	4
2024 Q4	$43.2M	Buy	+839,350	New	+$43.2M	3.34%	7

Other funds holding DCRE

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return

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

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Shufro Rose & Co's DCRE Position: Q3 2026 in Review

Shufro Rose & Co reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 1.1% in Q3 2026, selling an estimated $856K and leaving 1,552,835 shares worth $79.2M. The position accounts for 5.08% of the portfolio, ranked #3.

Shufro Rose & Co first reported a position in DCRE in Q4 2024 and has held it in 8 quarters since. The position peaked at $81.3M in Q2 2026. 73 funds tracked by Wall St. Rank hold DCRE as of Q3 2026.

Shufro Rose & Co held 1,552,835 shares of DoubleLine Commercial Real Estate Debt ETF worth $79.2M as of Q3 2026.
Shufro Rose & Co sold 16,629 DoubleLine Commercial Real Estate Debt ETF shares in Q3 2026, an estimated $856K.
DoubleLine Commercial Real Estate Debt ETF made up 5.08% of Shufro Rose & Co's portfolio in Q3 2026, its #3 holding.
Shufro Rose & Co first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2024 and has held it in 8 quarters since.
Shufro Rose & Co's DoubleLine Commercial Real Estate Debt ETF position peaked at $81.3M in Q2 2026.
73 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2026.

Based on Shufro Rose & Co's 13F filing for Q3 2026, filed 10 Nov 2026.