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 Q3	$746K	Sell	14,624 -205	-1%	-$10.5K	0.34%	54
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hutchinson Capital Management San Rafael, California $612M AUM 12.91% 1-Year Est. Return

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $728M AUM 15.12% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Sunbeam Capital Management's DCRE Position: Q3 2026 in Review

Sunbeam Capital Management reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 1.4% in Q3 2026, selling an estimated $10.5K and leaving 14,624 shares worth $746K. The position accounts for 0.34% of the portfolio, ranked #54.

Sunbeam Capital Management first reported a position in DCRE in Q4 2024 and has held it in 8 quarters since. The position peaked at $770K in Q3 2025. 43 funds tracked by Wall St. Rank hold DCRE as of Q3 2026.

Sunbeam Capital Management held 14,624 shares of DoubleLine Commercial Real Estate Debt ETF worth $746K as of Q3 2026.
Sunbeam Capital Management sold 205 DoubleLine Commercial Real Estate Debt ETF shares in Q3 2026, an estimated $10.5K.
DoubleLine Commercial Real Estate Debt ETF made up 0.34% of Sunbeam Capital Management's portfolio in Q3 2026, its #54 holding.
Sunbeam Capital Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2024 and has held it in 8 quarters since.
Sunbeam Capital Management's DoubleLine Commercial Real Estate Debt ETF position peaked at $770K in Q3 2025.
43 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.