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

Sugarloaf 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
2024
Q4 		$754K Buy
14,648
+1,061
+8% +$54.7K 0.14% 71
2024
Q3 		$706K Sell
13,587
-170
-1% -$8.78K 0.13% 70
2024
Q2 		$707K Buy
13,757
+6,323
+85% +$323K 0.14% 70
2024
Q1 		$381K Buy
+7,434
New +$380K 0.08% 103

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Sugarloaf Wealth Management's DCRE Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 7.8% in Q4 2024, buying an estimated $54.7K and bringing the position to 14,648 shares worth $754K. The position accounts for 0.14% of the portfolio, ranked #71.

Sugarloaf Wealth Management first reported a position in DCRE in Q1 2024 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold DCRE as of Q4 2024.

  • Sugarloaf Wealth Management held 14,648 shares of DoubleLine Commercial Real Estate Debt ETF worth $754K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1,061 DoubleLine Commercial Real Estate Debt ETF shares in Q4 2024, an estimated $54.7K.
  • DoubleLine Commercial Real Estate Debt ETF made up 0.14% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #71 holding.
  • Sugarloaf Wealth Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2024 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.