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Walser Wealth Management’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Walser Wealth 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 		$1.54M Buy
29,813
+22,673
+318% +$1.17M 0.64% 33
2026
Q1 		$371K Buy
+7,140
New +$372K 0.17% 99

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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Walser Wealth Management's DCRE Position: Q2 2026 in Review

Walser Wealth Management increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 318% in Q2 2026, buying an estimated $1.17M and bringing the position to 29,813 shares worth $1.54M. The position accounts for 0.64% of the portfolio, ranked #33.

Walser Wealth Management first reported a position in DCRE in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

  • Walser Wealth Management held 29,813 shares of DoubleLine Commercial Real Estate Debt ETF worth $1.54M as of Q2 2026.
  • Walser Wealth Management bought 22,673 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $1.17M.
  • DoubleLine Commercial Real Estate Debt ETF made up 0.64% of Walser Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Walser Wealth Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.