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Advisors Asset Management’s Cadre Holdings CDRE Stock Holding History

Advisors Asset Management’s Portfolio CDRE Stock Details CDRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.23M Sell
40,022
-19,717
-33% -$788K 0.02% 741
2025
Q4 		$2.44M Sell
59,739
-858
-1% -$35.7K 0.04% 540
2025
Q3 		$2.21M Buy
60,597
+5,639
+10% +$182K 0.04% 574
2025
Q2 		$1.75M Buy
54,958
+6,708
+14% +$217K 0.03% 606
2025
Q1 		$1.43M Buy
48,250
+11,513
+31% +$396K 0.03% 656
2024
Q4 		$1.19M Buy
36,737
+7,155
+24% +$254K 0.02% 701
2024
Q3 		$1.12M Buy
29,582
+11,342
+62% +$405K 0.02% 710
2024
Q2 		$612K Buy
18,240
+8,362
+85% +$275K 0.01% 842
2024
Q1 		$358K Buy
+9,878
New +$344K 0.01% 1004

Other funds holding CDRE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return