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 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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Shufro Rose & Co's DCRE Position: Q2 2026 in Review

Shufro Rose & Co increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 2.5% in Q2 2026, buying an estimated $1.98M and bringing the position to 1,569,464 shares worth $81.3M. The position accounts for 4.67% of the portfolio, ranked #4.

Shufro Rose & Co first reported a position in DCRE in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

Shufro Rose & Co held 1,569,464 shares of DoubleLine Commercial Real Estate Debt ETF worth $81.3M as of Q2 2026.
Shufro Rose & Co bought 38,129 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $1.98M.
DoubleLine Commercial Real Estate Debt ETF made up 4.67% of Shufro Rose & Co's portfolio in Q2 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 7 quarters since.
87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.