Wealthcare Advisory Partners’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Wealthcare Advisory Partners’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	$2.21M	Sell	42,712 -3,302	-7%	-$171K	0.04%	339
2026 Q1	$2.39M	Buy	46,014 +2,822	+7%	+$147K	0.05%	330
2025 Q4	$2.24M	Buy	43,192 +2,846	+7%	+$148K	0.04%	334
2025 Q3	$2.1M	Sell	40,346 -142	-0.4%	-$7.38K	0.04%	329
2025 Q2	$2.11M	Sell	40,488 -1,527	-4%	-$79K	0.05%	318
2025 Q1	$2.18M	Buy	42,015 +11,405	+37%	+$589K	0.06%	268
2024 Q4	$1.58M	Buy	30,610 +6,058	+25%	+$312K	0.04%	322
2024 Q3	$1.28M	Buy	24,552 +15,167	+162%	+$783K	0.04%	361
2024 Q2	$482K	Buy	+9,385	New	+$480K	0.02%	546

Other funds holding DCRE

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

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

FFG

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

SCM

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Wealthcare Advisory Partners's DCRE Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 7.2% in Q2 2026, selling an estimated $171K and leaving 42,712 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #339.

Wealthcare Advisory Partners first reported a position in DCRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.39M in Q1 2026. 11 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

Wealthcare Advisory Partners held 42,712 shares of DoubleLine Commercial Real Estate Debt ETF worth $2.21M as of Q2 2026.
Wealthcare Advisory Partners sold 3,302 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $171K.
DoubleLine Commercial Real Estate Debt ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #339 holding.
Wealthcare Advisory Partners first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q2 2024 and has held it in 9 quarters since.
Wealthcare Advisory Partners's DoubleLine Commercial Real Estate Debt ETF position peaked at $2.39M in Q1 2026.
11 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.