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DoubleLine Commercial Real Estate Debt ETF

77 hedge funds and large institutions have $375M invested in DoubleLine Commercial Real Estate Debt ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

227% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 11

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

26% more capital invested

Capital invested by funds: $297M → $375M (+$78.3M)

22% more funds holding

Funds holding: 6377 (+14)

6.25% more ownership

Funds ownership: 88.72%94.97% (+6.3%)

Holders
77
Holders Change
+14
Holders Change %
+22.22%
% of All Funds
0.95%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
23
Increased
36
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1
Shufro Rose & Co
New York
$79.6M +$3.63M +69,768 +5%
FIA
2
Foundations Investment Advisors
Arizona
$40.8M +$13.7M +264,008 +51%
SA
3
Sanctuary Advisors
Indiana
$36.4M +$1.75M +33,687 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.5M +$22.6M +433,137 New
GI
5
Gradient Investments
Minnesota
$17.8M +$1.06M +20,391 +6%
CAM
6
Cresset Asset Management
Illinois
$14.7M +$10.5M +200,762 +245%
TIM
7
Tortoise Investment Management
New York
$14.1M +$359K +6,886 +3%
LPL Financial
8
LPL Financial
California
$9.58M +$9.38M +180,169 +4,375%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$9.49M -$5M -96,058 -34%
WC
10
Whitney & Co
New York
$9.47M +$399K +7,673 +4%
MFWM
11
Motley Fool Wealth Management
Virginia
$9.36M -$902K -17,332 -9%
CCMG
12
Clark Capital Management Group
Pennsylvania
$9.01M +$9.03M +173,486 New
SCM
13
Seascape Capital Management
New Hampshire
$8.28M +$121K +2,319 +1%
LIM
14
Leavell Investment Management
Alabama
$7.67M +$470K +9,031 +7%
HCM
15
Hutchinson Capital Management
California
$6.64M +$1.01M +19,481 +18%
HF
16
Holcombe Financial
Georgia
$6.28M +$336K +6,452 +6%
GWMIA
17
Global Wealth Management Investment Advisory
Florida
$5.9M +$184K +3,527 +3%
Franklin Resources
18
Franklin Resources
California
$5.52M +$610K +11,708 +12%
CCWP
19
Cedar Cove Wealth Partners
Minnesota
$4.9M +$391K +7,517 +9%
PS
20
Principal Securities
Iowa
$4.83M +$4.84M +92,886 New
SI
21
Saxon Interests
Texas
$4.78M -$76.8K -1,476 -2%
CPA
22
Clear Point Advisors
New York
$4.43M +$7.47M +143,543 New
CF
23
Centaurus Financial
California
$4.17M +$415K +7,976 +11%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.82M -$859K -16,502 -18%
IFO
25
Independent Family Office
New York
$3.8M +$202K +3,875 +6%

DCRE Hedge Fund Activity: Q1 2026 in Review

77 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Commercial Real Estate Debt ETF (DCRE) for Q1 2026, worth a combined $375M — up 26% from $297M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DCRE positions and 7 closed out — a net gain of 16 holders — while 36 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $22.6M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $5M.

  • 77 institutional investors held DoubleLine Commercial Real Estate Debt ETF (DCRE) as of Q1 2026, up from 63 in Q4 2025.
  • Funds reported $375M of DoubleLine Commercial Real Estate Debt ETF stock for Q1 2026, up 26% quarter-over-quarter.
  • 23 funds opened new DoubleLine Commercial Real Estate Debt ETF positions in Q1 2026 and 7 closed out, a net change of +16 holders.
  • The largest DoubleLine Commercial Real Estate Debt ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $22.6M added.
  • The largest DoubleLine Commercial Real Estate Debt ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $5M sold.

Based on aggregated 13F filings for Q1 2026.