SCM
DCRE icon

Sunbeam Capital Management’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Sunbeam Capital 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 		$768K Buy
14,829
+37
+0.3% +$1.92K 0.35% 56
2026
Q1 		$769K Hold
14,792
– – 0.44% 46
2025
Q4 		$768K Hold
14,792
– – 0.45% 42
2025
Q3 		$770K Hold
14,792
– – 0.48% 43
2025
Q2 		$770K Hold
14,792
– – 0.58% 37
2025
Q1 		$767K Buy
14,792
+826
+6% +$42.7K 0.73% 31
2024
Q4 		$719K Buy
+13,966
New +$720K 0.67% 31

Other funds holding DCRE

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 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
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Sunbeam Capital Management's DCRE Position: Q2 2026 in Review

Sunbeam Capital Management increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 0.25% in Q2 2026, buying an estimated $1.92K and bringing the position to 14,829 shares worth $768K. The position accounts for 0.35% of the portfolio, ranked #56.

Sunbeam Capital Management first reported a position in DCRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $770K in Q3 2025. 34 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

  • Sunbeam Capital Management held 14,829 shares of DoubleLine Commercial Real Estate Debt ETF worth $768K as of Q2 2026.
  • Sunbeam Capital Management bought 37 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $1.92K.
  • DoubleLine Commercial Real Estate Debt ETF made up 0.35% of Sunbeam Capital Management's portfolio in Q2 2026, its #56 holding.
  • Sunbeam Capital Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2024 and has held it in 7 quarters since.
  • Sunbeam Capital Management's DoubleLine Commercial Real Estate Debt ETF position peaked at $770K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.