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DoubleLine Commercial Real Estate Debt ETF
DCRE

59 hedge funds and large institutions have $247M invested in DoubleLine Commercial Real Estate Debt ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

21% more capital invested

Capital invested by funds: $204M → $247M (+$42.8M)

2% more funds holding

Funds holding: 58 → 59 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.7% less ownership

Funds ownership: 82.09% → 81.39% (-0.7%)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% 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
27
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
Sanctuary Advisors
Indiana
+$15.3M
2
TIM
Tortoise Investment Management
New York
+$10.3M
3
FIA
Foundations Investment Advisors
Arizona
+$9.96M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$6.67M
5
HCM
Hutchinson Capital Management
California
+$2.79M

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$7.18M
2
MFWM
Motley Fool Wealth Management
Virginia
-$1.26M
3
Jane Street
Jane Street
New York
-$1.11M
4
Citadel Advisors
Citadel Advisors
Florida
-$702K
5
SRC
Shufro Rose & Co
New York
-$620K
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1
Shufro Rose & Co
New York
$43.7M -$620K -11,978 -1%
SA
2
Sanctuary Advisors
Indiana
$36.9M +$15.3M +296,489 +72%
KCM
3
Kathmere Capital Management
Pennsylvania
$22.9M +$2.18M +42,156 +11%
FIA
4
Foundations Investment Advisors
Arizona
$17.3M +$9.96M +192,606 +138%
GI
5
Gradient Investments
Minnesota
$15.3M -$117K -2,252 -0.8%
MFWM
6
Motley Fool Wealth Management
Virginia
$11.8M -$1.26M -24,441 -10%
TIM
7
Tortoise Investment Management
New York
$10.9M +$10.3M +198,536 +1,913%
WC
8
Whitney & Co
New York
$8.07M +$294K +5,687 +4%
SCM
9
Seascape Capital Management
New Hampshire
$7.87M +$200K +3,869 +3%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$6.71M +$6.67M +128,865 New
LIM
11
Leavell Investment Management
Alabama
$6.32M +$215K +4,160 +4%
HF
12
Holcombe Financial
Georgia
$5.75M -$280K -5,406 -5%
GWMIA
13
Global Wealth Management Investment Advisory
Florida
$5.09M +$94.4K +1,825 +2%
SI
14
Saxon Interests
Texas
$4.85M – – –
CWM
15
Congress Wealth Management
Massachusetts
$3.81M +$1.43M +27,699 +61%
CF
16
Centaurus Financial
California
$3.26M +$94.2K +1,820 +3%
HCM
17
Hutchinson Capital Management
California
$3.01M +$2.79M +53,908 +1,363%
IFO
18
Independent Family Office
New York
$3M +$1.04M +20,150 +54%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.91M -$154K -2,974 -5%
BWP
20
Baldwin Wealth Partners
Massachusetts
$2.89M -$173K -3,342 -6%
RA
21
RFG Advisory
Alabama
$2.74M +$621K +12,011 +30%
Franklin Resources
22
Franklin Resources
California
$2.61M +$1.55M +29,881 +147%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$2.11M -$79K -1,527 -4%
SWM
24
Stapp Wealth Management
Washington
$1.71M -$345K -6,662 -17%
BAM
25
Belpointe Asset Management
Nevada
$1.69M +$220K +4,247 +15%
1
2 3

DCRE Hedge Fund Activity: Q2 2025 in Review

59 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Commercial Real Estate Debt ETF (DCRE) for Q2 2025, worth a combined $247M — up 21% from $204M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DCRE positions and 5 closed out — a net gain of 2 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Sanctuary Advisors, adding an estimated $15.3M. The largest seller was Virtu Financial, exiting entirely with an estimated $7.18M sold.

  • 59 institutional investors held DoubleLine Commercial Real Estate Debt ETF (DCRE) as of Q2 2025, up from 58 in Q1 2025.
  • Funds reported $247M of DoubleLine Commercial Real Estate Debt ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 7 funds opened new DoubleLine Commercial Real Estate Debt ETF positions in Q2 2025 and 5 closed out, a net change of +2 holders.
  • The largest DoubleLine Commercial Real Estate Debt ETF buyer in Q2 2025 was Sanctuary Advisors, an estimated $15.3M added.
  • The largest DoubleLine Commercial Real Estate Debt ETF seller in Q2 2025 was Virtu Financial, an estimated $7.18M sold.

Based on aggregated 13F filings for Q2 2025.