Apriem Advisors’s Cadeler CDLR Stock Holding History

Apriem Advisors’s Portfolio CDLR Stock Details CDLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$376K	Hold	16,000	–	–	0.04%	134
2025 Q4	$297K	Buy	16,000 +300	+2%	+$5.59K	0.03%	148
2025 Q3	$324K	Hold	15,700	–	–	0.03%	144
2025 Q2	$312K	Hold	15,700	–	–	0.03%	142
2025 Q1	$309K	Buy	15,700 +700	+5%	+$14.1K	0.04%	141
2024 Q4	$335K	Buy	15,000 +512	+4%	+$12.9K	0.04%	134
2024 Q3	$408K	Hold	14,488	–	–	0.05%	113
2024 Q2	$363K	Hold	14,488	–	–	0.04%	123
2024 Q1	$263K	Hold	14,488	–	–	0.03%	142
2023 Q4	$267K	Buy	+14,488	New	+$261K	0.04%	128

Other funds holding CDLR

Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

YCM

Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Apriem Advisors's CDLR Position: Q1 2026 in Review

Apriem Advisors held its Cadeler (CDLR) position steady in Q1 2026 at 16,000 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #134.

Apriem Advisors first reported a position in CDLR in Q4 2023 and has held it in 10 quarters since. The position peaked at $408K in Q3 2024. 56 funds tracked by Wall St. Rank hold CDLR as of Q1 2026.

Apriem Advisors held 16,000 shares of Cadeler worth $376K as of Q1 2026.
Apriem Advisors left its Cadeler share count unchanged in Q1 2026.
Cadeler made up 0.04% of Apriem Advisors's portfolio in Q1 2026, its #134 holding.
Apriem Advisors first reported a position in Cadeler in Q4 2023 and has held it in 10 quarters since.
Apriem Advisors's Cadeler position peaked at $408K in Q3 2024.
56 funds tracked by Wall St. Rank held Cadeler as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.