UBS Group’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

UBS Group’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	$297K	Buy	5,714 +209	+4%	+$10.9K	﹤0.01%	6412
2025 Q4	$286K	Hold	5,505	–	–	﹤0.01%	6385
2025 Q3	$287K	Hold	5,505	–	–	﹤0.01%	6457
2025 Q2	$286K	Hold	5,505	–	–	﹤0.01%	6471
2025 Q1	$286K	Buy	5,505 +1,255	+30%	+$64.8K	﹤0.01%	6291
2024 Q4	$219K	Hold	4,250	–	–	﹤0.01%	6396
2024 Q3	$221K	Buy	4,250 +1,700	+67%	+$87.8K	﹤0.01%	5795
2024 Q2	$131K	Buy	2,550 +2,195	+618%	+$112K	﹤0.01%	5976
2024 Q1	$18.2K	Buy	+355	New	+$18.1K	﹤0.01%	6963

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return

UBS Group's DCRE Position: Q1 2026 in Review

UBS Group increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 3.8% in Q1 2026, buying an estimated $10.9K and bringing the position to 5,714 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #6412.

UBS Group first reported a position in DCRE in Q1 2024 and has held it in 9 quarters since. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

UBS Group held 5,714 shares of DoubleLine Commercial Real Estate Debt ETF worth $297K as of Q1 2026.
UBS Group bought 209 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $10.9K.
DoubleLine Commercial Real Estate Debt ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6412 holding.
UBS Group first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2024 and has held it in 9 quarters since.
77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.