DBL Comm Real Est DebtDCREETF
13F holders, Q1 2025 (March 31)58holders −2
14new positions
14sold out
1famous investor
$51.87avg. 13F price*
At the end of Q1 2025, 58 institutions reported holding DBL Comm Real Est Debt (DCRE) in their 13F filings, down 2 from Q4 2024. 14 opened new positions and 14 sold out. The largest holders were Shufro Rose & Co. LLC ($44.4M), Sanctuary Advisors, LLC ($21.4M) and Kathmere Capital Management, LLC ($20.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- DBL Comm Real Est Debt
- Filed as
- DOUBLELINE ETF TRUST (Q1 2025)
- CUSIP
- 25861R303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $20.2M |
| Exits | 14 | $9.4M |
All 13F filers, Q4 2024 → Q1 2025: 792,901 shares bought and 519,706 shares sold, net +273,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Shufro Rose & Co. LLC | 3.53% | Add +1.9% | 855,345 | $44.4M |
| Sanctuary Advisors, LLC | 0.15% | Add +3.7% | 412,185 | $21.4M |
| Kathmere Capital Management, LLC | 1.76% | Add +27.1% | 398,313 | $20.7M |
| Gradient Investments LLC | 0.31% | Reduce -32.7% | 295,750 | $15.3M |
| Motley Fool Wealth Management, LLC | 0.77% | Reduce -7.7% | 251,036 | $13.0M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.82% | New | 149,500 | $7.8M |
| Seascape Capital Management | 2.67% | Add +7.1% | 147,423 | $7.6M |
| Foundations Investment Advisors, LLC | 0.13% | Add +31.2% | 139,224 | $7.2M |
| Virtu Financial LLC | 0.39% | New | 138,413 | $7.2M |
| Leavell Investment Management, Inc. | 0.30% | Add +2.5% | 117,247 | $6.1M |
| Holcombe Financial, Inc. | 4.99% | Reduce -12.8% | 115,961 | $6.0M |
| Global Wealth Management Investment Advisory, Inc. | 1.00% | Add +680.8% | 96,095 | $5.0M |
| Saxon Interests, Inc. | 2.27% | Add +1.1% | 93,527 | $4.9M |
| Centaurus Financial, Inc. | 0.19% | Add +43.6% | 60,856 | $3.2M |
| Baldwin Wealth Partners LLC | 0.21% | Reduce -25.9% | 58,937 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -54.7% | 58,870 | $3.1M |
| CW Advisors, LLC | 0.03% | Add +206.9% | 45,613 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +37.3% | 42,015 | $2.2M |
| RFG Advisory, LLC | 0.06% | Add +124.8% | 40,558 | $2.1M |
| Stapp Wealth Management, PLLC | 3.16% | New | 39,557 | $2.1M |
| Independent Family Office, LLC | 1.02% | Add +40.1% | 37,473 | $1.9M |
| Endurance Services Ltd | 0.30% | No change | 30,750 | $1.6M |
| Optima Capital LLC | 0.98% | Add +87.7% | 29,544 | $1.5M |
| Belpointe Asset Management LLC | 0.08% | Reduce -26.6% | 28,294 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +85.3% | 21,345 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +316.6% | 20,358 | $1.1M |
| Naples Global Advisors, LLC | 0.08% | Add +71.4% | 16,555 | $859K |
| Sunbeam Capital Management, LLC | 0.73% | Add +5.9% | 14,792 | $767K |
| Paladin Wealth, LLC | 0.65% | Reduce -34.9% | 13,859 | $719K |
| Citadel Advisors | 0.00% | Reduce -59.5% | 13,541 | $702K |
| Compound Planning, Inc. | 0.03% | New | 12,734 | $661K |
| Brown Financial Advisors | 0.24% | Reduce -35.2% | 11,444 | $594K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 10,578 | $549K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 10,578 | $549K |
| Tortoise Investment Management, LLC | 0.06% | Add +1053.3% | 10,380 | $538K |
| Sentinel Trust Co. Lba | 0.06% | New | 9,685 | $502K |
| Bank of America Corp. | 0.00% | Reduce -13.4% | 9,163 | $475K |
| First Financial Group Corp | 0.54% | Add +47.9% | 8,962 | $475K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -9.6% | 9,050 | $469K |
| Rareview Capital LLC | 0.27% | Reduce -49.6% | 8,325 | $432K |
| Private Advisor Group, LLC | 0.00% | Reduce -48.8% | 7,283 | $378K |
| Journey Strategic Wealth LLC | 0.01% | Add +40.9% | 6,890 | $357K |
| UBS Group AG | 0.00% | Add +29.5% | 5,505 | $286K |
| SCS Capital Management LLC | 0.00% | New | 5,208 | $270K |
| Mattson Financial Services, LLC | 0.08% | Reduce -27.1% | 5,146 | $267K |
| SK Wealth Management, LLC | 0.13% | Add +1.2% | 4,671 | $241K |
| LPL Financial LLC | 0.00% | New | 4,415 | $229K |
| MML Investors Services, LLC | 0.00% | New | 4,239 | $220K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 3,956 | $205K |
| Hutchinson Capital Management | 0.04% | New | 3,954 | $205K |
| Comerica Bank | 0.00% | No change | 3,022 | $157K |
| Larson Financial Group LLC | 0.00% | Add +768.7% | 1,303 | $68K |
| AdvisorNet Financial, Inc | 0.00% | New | 330 | $17K |
| Private Trust Co. NA | 0.00% | No change | 268 | $14K |
| Park Square Financial Group, LLC | 0.00% | No change | 45 | $2K |
| Osaic Holdings, Inc. | 0.00% | Reduce -94.6% | 36 | $2K |
| Wells Fargo & Company | 0.00% | New | 35 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 11 | $569 |
"% of holder's portfolio" is DCRE's weight in each manager's 13F, not the share of DBL Comm Real Est Debt the manager owns.