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ARS Investment Partners’s Cadre Holdings CDRE Stock Holding History

ARS Investment Partners’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
Q2 		$462K Buy
16,221
+3,902
+32% +$118K 0.02% 136
2026
Q1 		$378K Buy
12,319
+1,970
+19% +$78.7K 0.02% 137
2025
Q4 		$423K Sell
10,349
-2,606
-20% -$108K 0.02% 133
2025
Q3 		$473K Buy
+12,955
New +$418K 0.03% 123
2024
Q4 		– Sell
-5,395
Closed -$205K – 177
2024
Q3 		$205K Buy
+5,395
New +$192K 0.02% 157

Other funds holding CDRE

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

ARS Investment Partners's CDRE Position: Q2 2026 in Review

ARS Investment Partners increased its Cadre Holdings (CDRE) stake by 32% in Q2 2026, buying an estimated $118K and bringing the position to 16,221 shares worth $462K. The position accounts for 0.02% of the portfolio, ranked #136.

ARS Investment Partners first reported a position in CDRE in Q3 2024 and has held it in 5 quarters since. The position peaked at $473K in Q3 2025. 16 funds tracked by Wall St. Rank hold CDRE as of Q2 2026.

  • ARS Investment Partners held 16,221 shares of Cadre Holdings worth $462K as of Q2 2026.
  • ARS Investment Partners bought 3,902 Cadre Holdings shares in Q2 2026, an estimated $118K.
  • Cadre Holdings made up 0.02% of ARS Investment Partners's portfolio in Q2 2026, its #136 holding.
  • ARS Investment Partners first reported a position in Cadre Holdings in Q3 2024 and has held it in 5 quarters since.
  • ARS Investment Partners's Cadre Holdings position peaked at $473K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Cadre Holdings as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.