Tortoise Investment Management’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Tortoise Investment 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	$14.2M	Buy	273,990 +2,199	+0.8%	+$114K	1.06%	30
2026 Q1	$14.1M	Buy	271,791 +6,886	+3%	+$359K	1.17%	24
2025 Q4	$13.7M	Buy	264,905 +23,944	+10%	+$1.25M	1.21%	24
2025 Q3	$12.5M	Buy	240,961 +32,045	+15%	+$1.67M	1.12%	26
2025 Q2	$10.9M	Buy	208,916 +198,536	+1,913%	+$10.3M	1.04%	29
2025 Q1	$538K	Buy	10,380 +9,480	+1,053%	+$490K	0.06%	137
2024 Q4	$46.3K	Hold	900	–	–	﹤0.01%	428
2024 Q3	$46.8K	Hold	900	–	–	﹤0.01%	418
2024 Q2	$46.3K	Hold	900	–	–	0.01%	398
2024 Q1	$46.1K	Hold	900	–	–	0.01%	385
2023 Q4	$45.8K	Buy	+900	New	+$45.5K	0.01%	367

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Tortoise Investment Management's DCRE Position: Q2 2026 in Review

Tortoise Investment Management increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 0.81% in Q2 2026, buying an estimated $114K and bringing the position to 273,990 shares worth $14.2M. The position accounts for 1.06% of the portfolio, ranked #30.

Tortoise Investment Management first reported a position in DCRE in Q4 2023 and has held it in 11 quarters since. 87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

Tortoise Investment Management held 273,990 shares of DoubleLine Commercial Real Estate Debt ETF worth $14.2M as of Q2 2026.
Tortoise Investment Management bought 2,199 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $114K.
DoubleLine Commercial Real Estate Debt ETF made up 1.06% of Tortoise Investment Management's portfolio in Q2 2026, its #30 holding.
Tortoise Investment Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2023 and has held it in 11 quarters since.
87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.