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DoubleLine Commercial Real Estate Debt ETF
DCRE

58 hedge funds and large institutions have $234M invested in DoubleLine Commercial Real Estate Debt ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 12

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2% less funds holding

Funds holding: 59 → 58 (-1)

5% less capital invested

Capital invested by funds: $247M → $234M (-$13.3M)

8.2% less ownership

Funds ownership: 81.39% → 73.19% (-8.2%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
9
Increased
31
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$4.13M
2
VF
Virtu Financial
New York
+$3.35M
3
Jane Street
Jane Street
New York
+$3.22M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.24M
5
HCM
Hutchinson Capital Management
California
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
-$22.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.91M
3
RA
RFG Advisory
Alabama
-$2.74M
4
SA
Sanctuary Advisors
Indiana
-$2.44M
5
FIA
Foundations Investment Advisors
Arizona
-$706K
Name Holding Trade Value Shares
Change 		Change in
Stake
ESL
26
Endurance Services Ltd
New York
$1.6M – – –
AFG
27
Atomi Financial Group
New York
$1.32M +$394K +7,573 +43%
CAG
28
Csenge Advisory Group
Florida
$1.23M +$1.23M +23,699 New
BAM
29
Belpointe Asset Management
Nevada
$1.23M -$464K -8,938 -27%
BCI
30
Brinker Capital Investments
Pennsylvania
$995K +$119K +2,297 +14%
JSW
31
Journey Strategic Wealth
New Jersey
$901K +$584K +11,230 +185%
FFG
32
First Financial Group
North Carolina
$865K +$297K +5,714 +52%
APWM
33
Argonautica Private Wealth Management
Massachusetts
$820K +$818K +15,740 New
SCM
34
Sunbeam Capital Management
Georgia
$770K – – –
PW
35
Paladin Wealth
Minnesota
$656K -$5.35K -103 -0.8%
Goldman Sachs
36
Goldman Sachs
New York
$603K +$601K +11,572 New
BFA
37
Brown Financial Advisors
Ohio
$592K +$11.8K +227 +2%
PAG
38
Private Advisor Group
New Jersey
$456K +$28.3K +545 +7%
Bank of America
39
Bank of America
North Carolina
$356K -$119K -2,287 -25%
UBS Group
40
UBS Group
Switzerland
$287K – – –
MML Investors Services
41
MML Investors Services
Massachusetts
$283K +$14.4K +278 +5%
CSP
42
Cary Street Partners
Virginia
$282K -$189K -3,635 -40%
MFS
43
Mattson Financial Services
Michigan
$281K +$19.4K +374 +7%
SCM
44
SCS Capital Management
Massachusetts
$278K +$3.48K +67 +1%
SWM
45
SK Wealth Management
Rhode Island
$248K +$3.07K +59 +1%
Morgan Stanley
46
Morgan Stanley
New York
$244K +$239K +4,594 +5,048%
AWA
47
A4 Wealth Advisors
North Carolina
$232K +$231K +4,450 New
RC
48
Rareview Capital
Nevada
$226K -$191K -3,667 -46%
LPL Financial
49
LPL Financial
California
$225K +$225K +4,322 New
AFP
50
Ausdal Financial Partners
Iowa
$216K -$196K -3,775 -48%
1
2
3

DCRE Hedge Fund Activity: Q3 2025 in Review

58 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Commercial Real Estate Debt ETF (DCRE) for Q3 2025, worth a combined $234M — down 5.4% from $247M a quarter earlier.

Fund positioning in DCRE was balanced in Q3 2025: 9 funds opened new positions, 9 closed out, 31 added to existing stakes and 12 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.13M. The largest seller was Kathmere Capital Management, exiting entirely with an estimated $22.9M sold.

  • 58 institutional investors held DoubleLine Commercial Real Estate Debt ETF (DCRE) as of Q3 2025, down from 59 in Q2 2025.
  • Funds reported $234M of DoubleLine Commercial Real Estate Debt ETF stock for Q3 2025, down 5.4% quarter-over-quarter.
  • 9 funds opened new DoubleLine Commercial Real Estate Debt ETF positions in Q3 2025 and 9 closed out, a net change of 0 holders.
  • The largest DoubleLine Commercial Real Estate Debt ETF buyer in Q3 2025 was Osaic Holdings, an estimated $4.13M added.
  • The largest DoubleLine Commercial Real Estate Debt ETF seller in Q3 2025 was Kathmere Capital Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2025.