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Whitney & Co’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Whitney & Co’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 		$9.47M Buy
182,196
+7,673
+4% +$399K 0.79% 43
2025
Q4 		$9.06M Buy
174,523
+7,131
+4% +$371K 0.72% 45
2025
Q3 		$8.72M Buy
167,392
+12,205
+8% +$634K 0.79% 43
2025
Q2 		$8.07M Buy
155,187
+5,687
+4% +$294K 0.8% 48
2025
Q1 		$7.75M Buy
+149,500
New +$7.72M 0.82% 45

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 $374B AUM 17.66% 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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Whitney & Co's DCRE Position: Q1 2026 in Review

Whitney & Co increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 4.4% in Q1 2026, buying an estimated $399K and bringing the position to 182,196 shares worth $9.47M. The position accounts for 0.79% of the portfolio, ranked #43.

Whitney & Co first reported a position in DCRE in Q1 2025 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold DCRE as of Q1 2026.

  • Whitney & Co held 182,196 shares of DoubleLine Commercial Real Estate Debt ETF worth $9.47M as of Q1 2026.
  • Whitney & Co bought 7,673 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2026, an estimated $399K.
  • DoubleLine Commercial Real Estate Debt ETF made up 0.79% of Whitney & Co's portfolio in Q1 2026, its #43 holding.
  • Whitney & Co first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2025 and has held it in 5 quarters since.
  • 77 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2026.

Based on Whitney & Co's 13F filing for Q1 2026, filed 5 May 2026.