We are live on ! Find out more
DCRE icon

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
SRC
1
Shufro Rose & Co
New York
$44.4M +$826K +15,995 +2%
SA
2
Sanctuary Advisors
Indiana
$21.4M +$764K +14,803 +4%
KCM
3
Kathmere Capital Management
Pennsylvania
$20.7M +$4.38M +84,792 +27%
GI
4
Gradient Investments
Minnesota
$15.3M -$7.42M -143,769 -33%
MFWM
5
Motley Fool Wealth Management
Virginia
$13M -$1.08M -20,993 -8%
WC
6
Whitney & Co
New York
$7.75M +$7.72M +149,500 New
SCM
7
Seascape Capital Management
New Hampshire
$7.65M +$502K +9,719 +7%
FIA
8
Foundations Investment Advisors
Arizona
$7.22M +$1.71M +33,093 +31%
VF
9
Virtu Financial
New York
$7.18M +$7.15M +138,413 New
LIM
10
Leavell Investment Management
Alabama
$6.08M +$149K +2,887 +3%
HF
11
Holcombe Financial
Georgia
$6.01M -$880K -17,040 -13%
GWMIA
12
Global Wealth Management Investment Advisory
Florida
$4.98M +$4.33M +83,787 +681%
SI
13
Saxon Interests
Texas
$4.85M +$54.1K +1,048 +1%
CF
14
Centaurus Financial
California
$3.16M +$954K +18,475 +44%
BWP
15
Baldwin Wealth Partners
Massachusetts
$3.06M -$1.06M -20,571 -26%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.05M -$3.67M -71,147 -55%
CWM
17
Congress Wealth Management
Massachusetts
$2.37M +$1.59M +30,750 +207%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$2.18M +$589K +11,405 +37%
RA
19
RFG Advisory
Alabama
$2.1M +$1.16M +22,516 +125%
SWM
20
Stapp Wealth Management
Washington
$2.05M +$2.04M +39,557 New
IFO
21
Independent Family Office
New York
$1.94M +$554K +10,725 +40%
ESL
22
Endurance Services Ltd
New York
$1.6M
OC
23
Optima Capital
Oregon
$1.53M +$713K +13,806 +88%
BAM
24
Belpointe Asset Management
Nevada
$1.47M -$529K -10,245 -27%
Jane Street
25
Jane Street
New York
$1.11M +$507K +9,824 +85%

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.