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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
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

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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Shufro Rose & Co's DCRE Position: Q1 2026 in Review

Shufro Rose & Co increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 4.8% in Q1 2026, buying an estimated $3.63M and bringing the position to 1,531,335 shares worth $79.6M. The position accounts for 5.41% of the portfolio, ranked #4.

Shufro Rose & Co first reported a position in DCRE in Q4 2024 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • Shufro Rose & Co held 1,531,335 shares of DoubleLine Commercial Real Estate Debt ETF worth $79.6M as of Q1 2026.
  • Shufro Rose & Co bought 69,768 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $3.63M.
  • DoubleLine Commercial Real Estate Debt ETF made up 5.41% of Shufro Rose & Co's portfolio in Q1 2026, its #4 holding.
  • Shufro Rose & Co first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2024 and has held it in 6 quarters since.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.