DCRE icon

DoubleLine Commercial Real Estate ETF

58 hedge funds and large institutions have $210M invested in DoubleLine Commercial Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+1
Holders Change %
+1.75%
% 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
7
Increased
26
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
1
Shufro Rose & Co
New York
$43.7M -$621K -11,978 -1%
KCM
2
Kathmere Capital Management
Pennsylvania
$22.9M +$2.19M +42,156 +11%
FIA
3
Foundations Investment Advisors
Arizona
$17.3M +$10M +192,606 +138%
GI
4
Gradient Investments
Minnesota
$15.3M -$117K -2,252 -0.8%
MFWM
5
Motley Fool Wealth Management
Virginia
$11.8M -$1.27M -24,441 -10%
TIM
6
Tortoise Investment Management
New York
$10.9M +$10.3M +198,536 +1,913%
WC
7
Whitney & Co
New York
$8.07M +$296K +5,687 +4%
SCM
8
Seascape Capital Management
New Hampshire
$7.87M +$201K +3,869 +3%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$6.71M +$6.71M +128,865 New
LIM
10
Leavell Investment Management
Alabama
$6.32M +$216K +4,160 +4%
HF
11
Holcombe Financial
Georgia
$5.75M -$281K -5,406 -5%
GWMIA
12
Global Wealth Management Investment Advisory
Florida
$5.09M +$95K +1,825 +2%
SI
13
Saxon Interests
Texas
$4.85M
CWM
14
Congress Wealth Management
Massachusetts
$3.81M +$1.44M +27,699 +61%
CF
15
Centaurus Financial
California
$3.26M +$94.7K +1,820 +3%
HCM
16
Hutchinson Capital Management
California
$3.01M +$2.8M +53,908 +1,363%
IFO
17
Independent Family Office
New York
$3M +$1.05M +20,150 +54%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.91M -$155K -2,974 -5%
BWP
19
Baldwin Wealth Partners
Massachusetts
$2.89M -$174K -3,342 -6%
RA
20
RFG Advisory
Alabama
$2.74M +$625K +12,011 +30%
Franklin Resources
21
Franklin Resources
California
$2.61M +$1.55M +29,881 +147%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$2.11M -$79.5K -1,527 -4%
SWM
23
Stapp Wealth Management
Washington
$1.71M -$347K -6,662 -17%
BAM
24
Belpointe Asset Management
Nevada
$1.69M +$221K +4,247 +15%
OC
25
Optima Capital
Oregon
$1.65M +$115K +2,203 +7%