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Southeast Asset Advisors’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Southeast Asset 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
2025
Q4 		– Sell
-3,956
Closed -$206K – 227
2025
Q3 		$206K Hold
3,956
– – 0.02% 199
2025
Q2 		$206K Hold
3,956
– – 0.02% 186
2025
Q1 		$205K Hold
3,956
– – 0.03% 178
2024
Q4 		$204K Hold
3,956
– – 0.03% 162
2024
Q3 		$206K Hold
3,956
– – 0.02% 161
2024
Q2 		$203K Hold
3,956
– – 0.02% 156
2024
Q1 		$203K Hold
3,956
– – 0.02% 162
2023
Q4 		$201K Buy
+3,956
New +$200K 0.03% 160

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Southeast Asset Advisors's DCRE Position: Q4 2025 in Review

Southeast Asset Advisors sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q4 2025, closing a stake of 3,956 shares — an estimated $206K sold.

Southeast Asset Advisors first reported a position in DCRE in Q4 2023 and held it in 8 quarters. The position peaked at $206K in Q3 2025. 63 funds tracked by Wall St. Rank hold DCRE as of Q4 2025.

  • Southeast Asset Advisors reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q4 2025 after selling out during the quarter.
  • Southeast Asset Advisors sold 3,956 DoubleLine Commercial Real Estate Debt ETF shares in Q4 2025, an estimated $206K.
  • Southeast Asset Advisors first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2023 and held it in 8 quarters.
  • Southeast Asset Advisors's DoubleLine Commercial Real Estate Debt ETF position peaked at $206K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q4 2025.

Based on Southeast Asset Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.