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Steward Partners Investment Advisory’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Steward Partners Investment Advisory’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 		$6.57M Buy
+126,829
New +$6.57M 0.03% 471

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Steward Partners Investment Advisory's DCRE Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q2 2026: 126,829 shares worth $6.57M. The stake represents 0.03% of the portfolio and ranks #471 among its holdings.

87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

  • Steward Partners Investment Advisory held 126,829 shares of DoubleLine Commercial Real Estate Debt ETF worth $6.57M as of Q2 2026.
  • DoubleLine Commercial Real Estate Debt ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • DoubleLine Commercial Real Estate Debt ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #471 holding.
  • 87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.