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DoubleLine Commercial Real Estate Debt ETF

58 hedge funds and large institutions have $204M invested in DoubleLine Commercial Real Estate Debt ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

8% more capital invested

Capital invested by funds: $190M → $204M (+$14.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

3% less funds holding

Funds holding: 6058 (-2)

3.53% less ownership

Funds ownership: 85.62%82.09% (-3.5%)

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
24
Reduced
15
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$1.06M +$799K +15,471 +317%
NGA
27
Naples Global Advisors
Florida
$859K +$356K +6,895 +71%
SCM
28
Sunbeam Capital Management
Georgia
$767K +$42.7K +826 +6%
PW
29
Paladin Wealth
Minnesota
$719K -$384K -7,438 -35%
Citadel Advisors
30
Citadel Advisors
Florida
$702K -$1.03M -19,876 -59%
AFG
31
Atomi Financial Group
New York
$661K +$658K +12,734 New
BFA
32
Brown Financial Advisors
Ohio
$594K -$321K -6,212 -35%
BCI
33
Brinker Capital Investments
Pennsylvania
$549K +$546K +10,578 New
OPS
34
Orion Portfolio Solutions
Nebraska
$549K +$546K +10,578 New
TIM
35
Tortoise Investment Management
New York
$538K +$490K +9,480 +1,053%
ST
36
Sentinel Trust
Texas
$502K +$500K +9,685 New
Bank of America
37
Bank of America
North Carolina
$475K -$73.1K -1,416 -13%
FFG
38
First Financial Group
North Carolina
$475K +$150K +2,902 +48%
CSP
39
Cary Street Partners
Virginia
$469K -$49.3K -955 -10%
RC
40
Rareview Capital
Nevada
$432K -$424K -8,208 -50%
PAG
41
Private Advisor Group
New Jersey
$378K -$359K -6,946 -49%
JSW
42
Journey Strategic Wealth
New Jersey
$357K +$103K +2,000 +41%
UBS Group
43
UBS Group
Switzerland
$286K +$64.8K +1,255 +30%
SCM
44
SCS Capital Management
Massachusetts
$270K +$269K +5,208 New
MFS
45
Mattson Financial Services
Michigan
$267K -$98.8K -1,913 -27%
SWM
46
SK Wealth Management
Rhode Island
$241K +$2.94K +57 +1%
LPL Financial
47
LPL Financial
California
$229K +$228K +4,415 New
MML Investors Services
48
MML Investors Services
Massachusetts
$220K +$219K +4,239 New
SAA
49
Southeast Asset Advisors
Georgia
$205K
HCM
50
Hutchinson Capital Management
California
$205K +$204K +3,954 New

DCRE Hedge Fund Activity: Q1 2025 in Review

58 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Commercial Real Estate Debt ETF (DCRE) for Q1 2025, worth a combined $204M — up 7.8% from $190M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DCRE and 14 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 24 added.

The largest buyer was Whitney & Co, opening a new position worth an estimated $7.72M. The largest seller was Gradient Investments, cutting an estimated $7.42M.

  • 58 institutional investors held DoubleLine Commercial Real Estate Debt ETF (DCRE) as of Q1 2025, down from 60 in Q4 2024.
  • Funds reported $204M of DoubleLine Commercial Real Estate Debt ETF stock for Q1 2025, up 7.8% quarter-over-quarter.
  • 14 funds opened new DoubleLine Commercial Real Estate Debt ETF positions in Q1 2025 and 15 closed out, a net change of -1 holder.
  • The largest DoubleLine Commercial Real Estate Debt ETF buyer in Q1 2025 was Whitney & Co, an estimated $7.72M added.
  • The largest DoubleLine Commercial Real Estate Debt ETF seller in Q1 2025 was Gradient Investments, an estimated $7.42M sold.

Based on aggregated 13F filings for Q1 2025.