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

Stapp 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
Q2 		$2.23M Buy
43,034
+695
+2% +$36K 2.91% 12
2026
Q1 		$2.2M Buy
42,339
+6,613
+19% +$344K 2.81% 11
2025
Q4 		$1.85M Buy
35,726
+1,525
+4% +$79.4K 2.39% 12
2025
Q3 		$1.78M Buy
34,201
+1,306
+4% +$67.9K 2.39% 12
2025
Q2 		$1.71M Sell
32,895
-6,662
-17% -$345K 2.46% 11
2025
Q1 		$2.05M Buy
+39,557
New +$2.04M 3.16% 13

Other funds holding DCRE

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Stapp Wealth Management's DCRE Position: Q2 2026 in Review

Stapp Wealth Management increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 1.6% in Q2 2026, buying an estimated $36K and bringing the position to 43,034 shares worth $2.23M. The position accounts for 2.91% of the portfolio, ranked #12.

Stapp Wealth Management first reported a position in DCRE in Q1 2025 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

  • Stapp Wealth Management held 43,034 shares of DoubleLine Commercial Real Estate Debt ETF worth $2.23M as of Q2 2026.
  • Stapp Wealth Management bought 695 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $36K.
  • DoubleLine Commercial Real Estate Debt ETF made up 2.91% of Stapp Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Stapp Wealth Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2025 and has held it in 6 quarters since.
  • 25 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.