We are live on ! Find out more
DCRE icon

DoubleLine Commercial Real Estate Debt ETF

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: 5958 (-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: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1
Shufro Rose & Co
New York
$43.3M -$439K -8,448 -1%
SA
2
Sanctuary Advisors
Indiana
$34.5M -$2.44M -47,013 -7%
FIA
3
Foundations Investment Advisors
Arizona
$16.6M -$706K -13,582 -4%
GI
4
Gradient Investments
Minnesota
$16.1M +$791K +15,223 +5%
TIM
5
Tortoise Investment Management
New York
$12.5M +$1.67M +32,045 +15%
MFWM
6
Motley Fool Wealth Management
Virginia
$11.7M -$99.7K -1,919 -0.8%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$8.96M +$2.24M +43,161 +33%
WC
8
Whitney & Co
New York
$8.72M +$634K +12,205 +8%
SCM
9
Seascape Capital Management
New Hampshire
$8.1M +$225K +4,322 +3%
LIM
10
Leavell Investment Management
Alabama
$6.41M +$88.8K +1,709 +1%
HF
11
Holcombe Financial
Georgia
$5.85M +$90.2K +1,735 +2%
GWMIA
12
Global Wealth Management Investment Advisory
Florida
$5.33M +$225K +4,330 +4%
HCM
13
Hutchinson Capital Management
California
$5.11M +$2.09M +40,310 +70%
SI
14
Saxon Interests
Texas
$4.92M +$37.8K +727 +0.8%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.33M +$4.13M +79,544 +2,208%
IFO
16
Independent Family Office
New York
$3.6M +$601K +11,560 +20%
CF
17
Centaurus Financial
California
$3.44M +$173K +3,337 +5%
VF
18
Virtu Financial
New York
$3.35M +$3.35M +64,383 New
Jane Street
19
Jane Street
New York
$3.23M +$3.22M +61,969 New
BWP
20
Baldwin Wealth Partners
Massachusetts
$2.9M
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$2.1M -$7.38K -142 -0.4%
Franklin Resources
22
Franklin Resources
California
$2.1M -$519K -9,979 -20%
SWM
23
Stapp Wealth Management
Washington
$1.78M +$67.9K +1,306 +4%
OC
24
Optima Capital
Oregon
$1.68M +$22.4K +432 +1%
NGA
25
Naples Global Advisors
Florida
$1.61M +$282K +5,435 +21%

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.