FFA
CDRE icon

Farther Finance Advisors’s Cadre Holdings CDRE Stock Holding History

Farther Finance 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
Q1 		$450 Sell
14
-1
-7% -$40 ﹤0.01% 5293
2025
Q4 		$613 Buy
15
+4
+36% +$166 ﹤0.01% 5019
2025
Q3 		$402 Buy
11
+5
+83% +$161 ﹤0.01% 4590
2025
Q2 		$191 Sell
6
-13
-68% -$420 ﹤0.01% 4215
2025
Q1 		$557 Hold
19
– – ﹤0.01% 3755
2024
Q4 		$614 Hold
19
– – ﹤0.01% 3399
2024
Q3 		$721 Buy
19
+5
+36% +$178 ﹤0.01% 3334
2024
Q2 		$463 Hold
14
– – ﹤0.01% 3296
2024
Q1 		$505 Sell
14
-2
-13% -$70 ﹤0.01% 3016
2023
Q4 		$526 Buy
+16
New +$484 ﹤0.01% 2958

Other funds holding CDRE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return