SK Wealth Management’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

SK Wealth Management’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	$253K	Buy	4,881 +38	+0.8%	+$1.98K	0.07%	68
2025 Q4	$253K	Buy	4,843 +56	+1%	+$2.91K	0.07%	68
2025 Q3	$248K	Buy	4,787 +59	+1%	+$3.07K	0.09%	76
2025 Q2	$245K	Buy	4,728 +57	+1%	+$2.95K	0.11%	68
2025 Q1	$241K	Buy	4,671 +57	+1%	+$2.94K	0.13%	64
2024 Q4	$237K	Buy	4,614 +22	+0.5%	+$1.13K	0.12%	58
2024 Q3	$236K	Buy	+4,592	New	+$237K	0.12%	58

Other funds holding DCRE

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

SK Wealth Management's DCRE Position: Q1 2026 in Review

SK Wealth Management increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 0.78% in Q1 2026, buying an estimated $1.98K and bringing the position to 4,881 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #68.

SK Wealth Management first reported a position in DCRE in Q3 2024 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

SK Wealth Management held 4,881 shares of DoubleLine Commercial Real Estate Debt ETF worth $253K as of Q1 2026.
SK Wealth Management bought 38 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $1.98K.
DoubleLine Commercial Real Estate Debt ETF made up 0.07% of SK Wealth Management's portfolio in Q1 2026, its #68 holding.
SK Wealth Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2024 and has held it in 7 quarters since.
77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on SK Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.