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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
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 $1.47B AUM 19.38% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Tortoise Investment Management's DCRE Position: Q1 2026 in Review

Tortoise Investment Management increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 2.6% in Q1 2026, buying an estimated $359K and bringing the position to 271,791 shares worth $14.1M. The position accounts for 1.17% of the portfolio, ranked #24.

Tortoise Investment Management first reported a position in DCRE in Q4 2023 and has held it in 10 quarters since. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • Tortoise Investment Management held 271,791 shares of DoubleLine Commercial Real Estate Debt ETF worth $14.1M as of Q1 2026.
  • Tortoise Investment Management bought 6,886 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $359K.
  • DoubleLine Commercial Real Estate Debt ETF made up 1.17% of Tortoise Investment Management's portfolio in Q1 2026, its #24 holding.
  • Tortoise Investment Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q4 2023 and has held it in 10 quarters since.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.