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SOA Wealth Advisors’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

SOA Wealth Advisors’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 		$1.96K Hold
38
– – ﹤0.01% 714
2025
Q4 		$1.96K Hold
38
– – ﹤0.01% 722
2025
Q3 		$1.96K Buy
+38
New +$1.98K ﹤0.01% 727

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
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

SOA Wealth Advisors's DCRE Position: Q1 2026 in Review

SOA Wealth Advisors held its DoubleLine Commercial Real Estate Debt ETF (DCRE) position steady in Q1 2026 at 38 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

SOA Wealth Advisors first reported a position in DCRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.96K in Q3 2025. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • SOA Wealth Advisors held 38 shares of DoubleLine Commercial Real Estate Debt ETF worth $1.96K as of Q1 2026.
  • SOA Wealth Advisors left its DoubleLine Commercial Real Estate Debt ETF share count unchanged in Q1 2026.
  • DoubleLine Commercial Real Estate Debt ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #714 holding.
  • SOA Wealth Advisors first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2025 and has held it in 3 quarters since.
  • SOA Wealth Advisors's DoubleLine Commercial Real Estate Debt ETF position peaked at $1.96K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.