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DoubleLine Commercial Real Estate ETF (DCRE) Institutional Ownership

$51.83 +0.13 (+0.25%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for DoubleLine Commercial Real Estate ETF (NYSEARCA:DCRE)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$121.77M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$30.84M
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DCRE Institutional Buying and Selling by Quarter

DoubleLine Commercial Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2025Sunbeam Capital Management LLC13,966$719K1.5%N/A0.312%
2/17/2025 NorthRock Partners LLC4,071$209K0.0%N/A0.158%
2/17/2025 Citadel Advisors LLC33,417$1.72M0.0%+196.9%1.295%
2/17/2025 Cary Street Partners Financial LLC10,005$515K0.0%N/A0.388%
2/17/2025 Bank of America Corp DE10,579$544K0.0%N/A0.410%
2/14/2025 Jane Street Group LLC11,521$593K0.0%+106.3%0.447%
2/14/2025 Holcombe Financial Inc.133,001$6.84M5.6%N/A5.155%
2/13/2025 Raymond James Financial Inc.18,907$973K0.0%N/A0.733%
2/13/2025 Envestnet Asset Management Inc.130,017$6.69M0.0%-56.1%5.039%
2/12/2025 Motley Fool Wealth Management LLC272,029$13.99M0.7%-1.8%10.544%
2/11/2025 Congress Wealth Management LLC DE 14,863$765K0.0%N/A0.576%
2/10/2025 Thrivent Financial for Lutherans76,651$3.94M0.0%N/A2.971%
2/10/2025 Independent Family Office LLC26,748$1.38M0.7%+27.8%1.037%
2/10/2025 Diversified Enterprises LLC4,960$255K0.0%-98.1%0.192%
2/10/2025 First Financial Group Corp6,060$312K0.3%N/A0.235%
2/10/2025 Rareview Capital LLC16,533$859K0.6%+8.0%0.641%
2/7/2025 Cushing Capital Partners LLC11,880$611K0.6%N/A0.460%
2/6/2025 Raymond James Financial Inc.18,907$973K0.0%N/A0.733%
2/5/2025 Smartleaf Asset Management LLC7,626$392K0.0%-62.3%0.296%
2/4/2025 Brown Financial Advisors17,656$909K0.4%-18.4%0.684%
2/3/2025 Private Advisor Group LLC14,229$732K0.0%-41.1%0.552%
1/31/2025 3EDGE Asset Management LP29,488$1.52M0.1%-1.0%1.143%
1/31/2025 Sanctuary Advisors LLC397,382$20.56M0.1%+4.9%15.402%
1/30/2025 Seascape Capital Management137,704$7.09M2.5%+1.5%5.337%
1/29/2025 Naples Global Advisors LLC9,660$497K0.0%+10.2%0.374%
1/29/2025 Leavell Investment Management Inc.114,360$5.89M0.3%+11.2%4.433%
1/29/2025 Paladin Wealth LLC21,297$1.10M0.9%+35.0%0.825%
1/29/2025 Global Wealth Management Investment Advisory Inc.12,308$633K0.1%+11.8%0.477%
1/24/2025 Journey Strategic Wealth LLC4,890$252K0.0%-23.5%0.190%
1/22/2025 Baldwin Wealth Partners LLC MA79,508$4.09M0.3%-59.2%3.082%
1/22/2025 Foundations Investment Advisors LLC106,131$5.46M0.1%+6.0%4.114%
1/21/2025 Gradient Investments LLC439,519$22.62M0.5%+20.0%17.036%
1/21/2025 RFG Advisory LLC18,042$928K0.0%N/A0.699%
1/15/2025 Saxon Interests Inc.92,479$4.76M2.1%-9.7%3.584%
1/15/2025 Wealthcare Advisory Partners LLC30,610$1.58M0.0%+24.7%1.186%
1/14/2025 Kathmere Capital Management LLC313,521$16.13M1.4%+22.1%12.152%
1/14/2025 Signal Advisors Wealth LLC4,285$220K0.0%N/A0.166%
1/10/2025 Sugarloaf Wealth Management LLC14,648$754K0.1%+7.8%0.568%
12/30/2024SK Wealth Management LLC4,592$236K0.1%N/A0.178%
11/25/2024 Sanctuary Advisors LLC378,829$19.49M0.1%+20.1%14.683%
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11/18/2024 Brown Financial Advisors21,632$1.12M0.5%+4.7%0.838%
11/15/2024 Jane Street Group LLC5,585$290K0.0%-38.3%0.216%
11/15/2024 Motley Fool Wealth Management LLC276,950$14.40M0.7%-3.7%10.734%
11/15/2024 Independent Family Office LLC20,923$1.09M0.5%N/A0.811%
11/13/2024Diversified LLC265,527$13.80M1.5%N/A10.292%
11/12/2024Centaurus Financial Inc.33,007$1.72M0.1%N/A1.279%
11/1/2024 Seascape Capital Management135,655$7.05M2.5%N/A5.258%
11/1/2024 Leavell Investment Management Inc.102,835$5.35M0.3%N/A3.986%
10/30/2024 Global Wealth Management Investment Advisory Inc.11,013$572K0.1%N/A0.427%
10/22/2024 Private Advisor Group LLC24,156$1.26M0.0%+41.5%0.936%
10/21/2024 Foundations Investment Advisors LLC100,078$5.20M0.1%N/A3.879%
10/18/2024Raymond James & Associates77,893$4.05M0.0%N/A3.019%
10/15/2024 NBC Securities Inc.7,044$366K0.0%N/A0.273%
10/11/2024 Paladin Wealth LLC15,781$820K0.7%N/A0.612%
10/8/2024 Saxon Interests Inc.102,379$5.32M2.4%N/A3.968%
10/8/2024 Sugarloaf Wealth Management LLC13,587$706K0.1%N/A0.527%
9/30/2024Mattson Financial Services LLC7,526$387K0.1%N/A0.292%
9/5/2024 Sanctuary Advisors LLC315,504$16.12M0.1%N/A12.229%
8/30/2024 Brown Financial Advisors20,657$1.06M0.5%N/A0.801%
8/16/2024 Kathmere Capital Management LLC180,017$9.25M1.0%N/A6.977%
8/10/2024 Virtu Financial LLC19,646$1.01M0.1%N/A0.761%
8/8/2024 Envestnet Asset Management Inc.293,264$15.07M0.0%N/A11.367%
(Data available from 1/1/2016 forward)

DCRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DCRE shares?

During the previous two years, 44 institutional investors and hedge funds held shares of DoubleLine Commercial Real Estate ETF. The most heavily invested institutionals were Gradient Investments LLC ($22.62M), Sanctuary Advisors LLC ($20.56M), Kathmere Capital Management LLC ($16.13M), Motley Fool Wealth Management LLC ($13.99M), Diversified LLC ($13.80M), Seascape Capital Management ($7.09M), and Holcombe Financial Inc. ($6.84M).Learn more on DCRE's institutional investors.

Which institutional investors have been buying DoubleLine Commercial Real Estate ETF stock?

Of the 38 institutional investors that purchased DoubleLine Commercial Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sanctuary Advisors LLC ($397.38K), Envestnet Asset Management Inc. ($293.26K), Diversified LLC ($265.53K), Kathmere Capital Management LLC ($236.74K), Seascape Capital Management ($137.70K), Holcombe Financial Inc. ($133.00K), and Leavell Investment Management Inc. ($114.36K).

How much institutional buying is happening at DoubleLine Commercial Real Estate ETF?

Institutional investors have bought a total of 2,357,799 shares in the last 24 months. This purchase volume represents approximately $121.77M in transactions.

Which DoubleLine Commercial Real Estate ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold DoubleLine Commercial Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Diversified Enterprises LLC ($260.57K), Envestnet Asset Management Inc. ($165.86K), Baldwin Wealth Partners LLC MA ($115.44K), Motley Fool Wealth Management LLC ($15.62K), Smartleaf Asset Management LLC ($12.60K), Private Advisor Group LLC ($9.93K), and Saxon Interests Inc. ($9.90K).

How much institutional selling is happening at DoubleLine Commercial Real Estate ETF?

Institutional investors have sold a total of 599,167 shares in the last 24 months. This volume of shares sold represents approximately $30.84M in transactions.



This page (NYSEARCA:DCRE) was last updated on 2/22/2025 by MarketBeat.com Staff
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