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DoubleLine Commercial Real Estate ETF (DCRE) Institutional Ownership

$51.76 +0.15 (+0.29%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$166.17M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$30.86M
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DCRE Institutional Buying and Selling by Quarter

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DoubleLine Commercial Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/12/2025Centaurus Financial Inc.42,381$2.18M0.1%+28.4%0.946%
3/10/2025Mattson Financial Services LLC7,059$367K0.1%-5.9%0.158%
2/25/2025Shufro Rose & Co. LLC839,350$43.19M3.3%N/A18.735%
2/24/2025Sunbeam Capital Management LLC13,966$719K0.7%N/A0.312%
2/20/2025Sunbeam Capital Management LLC13,966$719K1.5%N/A0.312%
2/17/2025NorthRock Partners LLC4,071$209K0.0%N/A0.158%
2/17/2025Citadel Advisors LLC33,417$1.72M0.0%+196.9%1.295%
2/17/2025Cary Street Partners Financial LLC10,005$515K0.0%N/A0.388%
2/17/2025Bank of America Corp DE10,579$544K0.0%N/A0.410%
2/14/2025Jane Street Group LLC11,521$593K0.0%+106.3%0.447%
2/14/2025Holcombe Financial Inc.133,001$6.84M5.6%N/A5.155%
2/13/2025Raymond James Financial Inc.18,907$973K0.0%N/A0.733%
2/13/2025Envestnet Asset Management Inc.130,017$6.69M0.0%-56.1%5.039%
2/12/2025Motley Fool Wealth Management LLC272,029$13.99M0.7%-1.8%10.544%
2/11/2025Congress Wealth Management LLC DE14,863$765K0.0%N/A0.576%
2/10/2025Thrivent Financial for Lutherans76,651$3.94M0.0%N/A2.971%
2/10/2025Independent Family Office LLC26,748$1.38M0.7%+27.8%1.037%
2/10/2025Diversified Enterprises LLC4,960$255K0.0%-98.1%0.192%
2/10/2025First Financial Group Corp6,060$312K0.3%N/A0.235%
2/10/2025Rareview Capital LLC16,533$859K0.6%+8.0%0.641%
2/7/2025Cushing Capital Partners LLC11,880$611K0.6%N/A0.460%
2/6/2025Raymond James Financial Inc.18,907$973K0.0%N/A0.733%
2/5/2025Smartleaf Asset Management LLC7,626$392K0.0%-62.3%0.296%
2/4/2025Brown Financial Advisors17,656$909K0.4%-18.4%0.684%
2/3/2025Private Advisor Group LLC14,229$732K0.0%-41.1%0.552%
1/31/20253EDGE Asset Management LP29,488$1.52M0.1%-1.0%1.143%
1/31/2025Sanctuary Advisors LLC397,382$20.56M0.1%+4.9%15.402%
1/30/2025Seascape Capital Management137,704$7.09M2.5%+1.5%5.337%
1/29/2025Naples Global Advisors LLC9,660$497K0.0%+10.2%0.374%
1/29/2025Leavell Investment Management Inc.114,360$5.89M0.3%+11.2%4.433%
1/29/2025Paladin Wealth LLC21,297$1.10M0.9%+35.0%0.825%
1/29/2025Global Wealth Management Investment Advisory Inc.12,308$633K0.1%+11.8%0.477%
1/24/2025Journey Strategic Wealth LLC4,890$252K0.0%-23.5%0.190%
1/22/2025Baldwin Wealth Partners LLC MA79,508$4.09M0.3%-59.2%3.082%
1/22/2025Foundations Investment Advisors LLC106,131$5.46M0.1%+6.0%4.114%
1/21/2025Gradient Investments LLC439,519$22.62M0.5%+20.0%17.036%
1/21/2025RFG Advisory LLC18,042$928K0.0%N/A0.699%
1/15/2025Saxon Interests Inc.92,479$4.76M2.1%-9.7%3.584%
1/15/2025Wealthcare Advisory Partners LLC30,610$1.58M0.0%+24.7%1.186%
1/14/2025Kathmere Capital Management LLC313,521$16.13M1.4%+22.1%12.152%
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1/14/2025Signal Advisors Wealth LLC4,285$220K0.0%N/A0.166%
1/10/2025Sugarloaf Wealth Management LLC14,648$754K0.1%+7.8%0.568%
12/30/2024SK Wealth Management LLC4,592$236K0.1%N/A0.178%
11/25/2024Sanctuary Advisors LLC378,829$19.49M0.1%+20.1%14.683%
11/18/2024Brown Financial Advisors21,632$1.12M0.5%+4.7%0.838%
11/15/2024Jane Street Group LLC5,585$290K0.0%-38.3%0.216%
11/15/2024Motley Fool Wealth Management LLC276,950$14.40M0.7%-3.7%10.734%
11/15/2024Independent 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%
11/1/2024Seascape Capital Management135,655$7.05M2.5%N/A5.258%
11/1/2024Leavell Investment Management Inc.102,835$5.35M0.3%N/A3.986%
10/30/2024Global Wealth Management Investment Advisory Inc.11,013$572K0.1%N/A0.427%
10/22/2024Private Advisor Group LLC24,156$1.26M0.0%+41.5%0.936%
10/21/2024Foundations Investment Advisors LLC100,078$5.20M0.1%N/A3.879%
10/18/2024Raymond James & Associates77,893$4.05M0.0%N/A3.019%
10/15/2024NBC Securities Inc.7,044$366K0.0%N/A0.273%
10/11/2024Paladin Wealth LLC15,781$820K0.7%N/A0.612%
10/8/2024Saxon Interests Inc.102,379$5.32M2.4%N/A3.968%
10/8/2024Sugarloaf Wealth Management LLC13,587$706K0.1%N/A0.527%
9/30/2024Mattson Financial Services LLC7,526$387K0.1%N/A0.292%
9/5/2024Sanctuary Advisors LLC315,504$16.12M0.1%N/A12.229%
8/30/2024Brown Financial Advisors20,657$1.06M0.5%N/A0.801%
8/16/2024Kathmere Capital Management LLC180,017$9.25M1.0%N/A6.977%
8/10/2024Virtu Financial LLC19,646$1.01M0.1%N/A0.761%
8/8/2024Envestnet Asset Management Inc.293,264$15.07M0.0%N/A11.367%
(Data available from 1/1/2016 forward)

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DCRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DCRE shares?

During the previous two years, 45 institutional investors and hedge funds held shares of DoubleLine Commercial Real Estate ETF. The most heavily invested institutionals were Shufro Rose & Co. LLC ($43.19M), 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), and Seascape Capital Management ($7.09M).Learn more on DCRE's institutional investors.

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

Of the 39 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: Shufro Rose & Co. LLC ($839.35K), 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), and Holcombe Financial Inc. ($133.00K).

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

Institutional investors have bought a total of 3,220,489 shares in the last 24 months. This purchase volume represents approximately $166.17M in transactions.

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

Of the 12 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 599,607 shares in the last 24 months. This volume of shares sold represents approximately $30.86M in transactions.



This page (NYSEARCA:DCRE) was last updated on 4/3/2025 by MarketBeat.com Staff
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