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Brookwood Investment Group’s Cadiz CDZI Stock Holding History

Brookwood Investment Group’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.8K Hold
21,000
– – 0.01% 522
2026
Q1 		$103K Hold
21,000
– – 0.01% 500
2025
Q4 		$118K Hold
21,000
– – 0.01% 492
2025
Q3 		$99.1K Sell
21,000
-500
-2% -$1.75K 0.01% 465
2025
Q2 		$64.3K Buy
21,500
+500
+2% +$1.44K 0.01% 443
2025
Q1 		$61.5K Buy
+21,000
New +$92.3K 0.01% 417

Other funds holding CDZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brookwood Investment Group's CDZI Position: Q2 2026 in Review

Brookwood Investment Group held its Cadiz (CDZI) position steady in Q2 2026 at 21,000 shares worth $87.8K. The position accounts for 0.01% of the portfolio, ranked #522.

Brookwood Investment Group first reported a position in CDZI in Q1 2025 and has held it in 6 quarters since. The position peaked at $118K in Q4 2025. 115 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Brookwood Investment Group held 21,000 shares of Cadiz worth $87.8K as of Q2 2026.
  • Brookwood Investment Group left its Cadiz share count unchanged in Q2 2026.
  • Cadiz made up 0.01% of Brookwood Investment Group's portfolio in Q2 2026, its #522 holding.
  • Brookwood Investment Group first reported a position in Cadiz in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Cadiz position peaked at $118K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.