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 Q2	$1.03M	Buy	19,965 +14,251	+249%	+$738K	﹤0.01%	5701
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 $1.74B 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

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 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

UBS Group's DCRE Position: Q2 2026 in Review

UBS Group increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 249% in Q2 2026, buying an estimated $738K and bringing the position to 19,965 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #5701.

UBS Group first reported a position in DCRE in Q1 2024 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

UBS Group held 19,965 shares of DoubleLine Commercial Real Estate Debt ETF worth $1.03M as of Q2 2026.
UBS Group bought 14,251 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $738K.
DoubleLine Commercial Real Estate Debt ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5701 holding.
UBS Group first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2024 and has held it in 10 quarters since.
87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.