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Clearstead Advisors’s Cadre Holdings CDRE Stock Holding History

Clearstead Advisors’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 		$70.8K Buy
2,483
+14
+0.6% +$422 ﹤0.01% 1391
2026
Q1 		$75.7K Buy
+2,469
New +$98.6K ﹤0.01% 1211
2025
Q4 		– Sell
-4
Closed -$147 – 2829
2025
Q3 		$147 Sell
4
-204
-98% -$6.58K ﹤0.01% 2891
2025
Q2 		$6.63K Buy
+208
New +$6.72K ﹤0.01% 2023

Other funds holding CDRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WC
Wynnefield Capital New York $145M AUM 14.57% 1-Year Est. Return

Clearstead Advisors's CDRE Position: Q2 2026 in Review

Clearstead Advisors increased its Cadre Holdings (CDRE) stake by 0.57% in Q2 2026, buying an estimated $422 and bringing the position to 2,483 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Clearstead Advisors first reported a position in CDRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $75.7K in Q1 2026. 157 funds tracked by Wall St. Rank hold CDRE as of Q2 2026.

  • Clearstead Advisors held 2,483 shares of Cadre Holdings worth $70.8K as of Q2 2026.
  • Clearstead Advisors bought 14 Cadre Holdings shares in Q2 2026, an estimated $422.
  • Cadre Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1391 holding.
  • Clearstead Advisors first reported a position in Cadre Holdings in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Cadre Holdings position peaked at $75.7K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held Cadre Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.