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EverSource Wealth Advisors’s Cadre Holdings CDRE Stock Holding History

EverSource Wealth 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 		$4.56K Buy
160
+159
+15,900% +$4.79K ﹤0.01% 3330
2026
Q1 		$31 Hold
1
– – ﹤0.01% 4340
2025
Q4 		$41 Sell
1
-26
-96% -$1.08K ﹤0.01% 4186
2025
Q3 		$986 Buy
27
+14
+108% +$451 ﹤0.01% 3763
2025
Q2 		$414 Buy
+13
New +$420 ﹤0.01% 3943
2025
Q1 		– Sell
-4
Closed -$129 – 4048
2024
Q4 		$129 Buy
+4
New +$142 ﹤0.01% 3515

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
AC
Agman Capital Omaha, Nebraska $159M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

EverSource Wealth Advisors's CDRE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Cadre Holdings (CDRE) stake by 15,900% in Q2 2026, buying an estimated $4.79K and bringing the position to 160 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3330.

EverSource Wealth Advisors first reported a position in CDRE in Q4 2024 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold CDRE as of Q2 2026.

  • EverSource Wealth Advisors held 160 shares of Cadre Holdings worth $4.56K as of Q2 2026.
  • EverSource Wealth Advisors bought 159 Cadre Holdings shares in Q2 2026, an estimated $4.79K.
  • Cadre Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3330 holding.
  • EverSource Wealth Advisors first reported a position in Cadre Holdings in Q4 2024 and has held it in 6 quarters since.
  • 31 funds tracked by Wall St. Rank held Cadre Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.