Who owns DCRE?
DoubleLine Commercial Real Estate Debt ETF · DoubleLine
87 institutions reported holding DCRE, worth $413.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DCRE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Shufro Rose & Co LLC | New York, NY | $81.3M | 1,569,464 | +38,129 shares |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $48.4M | 934,014 | +148,625 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $36.1M | 696,975 | −3,315 shares |
| Gradient Investments LLC | Arden Hills, MN | $20.3M | 392,043 | +49,125 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $17.2M | 332,428 | −100,709 shares |
| Cresset Asset Management, LLC | Chicago, IL | $14.9M | 288,487 | +5,800 shares |
| Tortoise Investment Management, LLC | White Plains, NY | $14.2M | 273,990 | +2,199 shares |
| HighTower Advisors, LLC | Chicago, IL | $11.1M | 215,167 | New position |
| W.G. Shaheen & Associates DBA Whitney & Co | Rochester, NY | $10.0M | 193,985 | +11,789 shares |
| Thrivent Financial for Lutherans | Minneapolis, MN | $10.0M | 192,638 | +9,899 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DCRE?
87 institutional managers reported holding DCRE in Form 13F filings for June 30, 2026, worth $413.3M in total. The largest reported position was held by Shufro Rose & Co LLC, at $81.3M.
Did institutions buy or sell DCRE last quarter?
Reported 13F value rose 10.4% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DCRE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.