Advisors Asset Management’s Cadre Holdings CDRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Buy
54,958
+6,708
+14% +$214K 0.03% 606
2025
Q1
$1.43M Buy
48,250
+11,513
+31% +$341K 0.03% 656
2024
Q4
$1.19M Buy
36,737
+7,155
+24% +$231K 0.02% 701
2024
Q3
$1.12M Buy
29,582
+11,342
+62% +$430K 0.02% 710
2024
Q2
$612K Buy
18,240
+8,362
+85% +$281K 0.01% 842
2024
Q1
$358K Buy
+9,878
New +$358K 0.01% 1004