First Trust Advisors
CDRE icon

First Trust Advisors’s Cadre Holdings CDRE Stock Holding History

First Trust 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 		$6.87M Buy
223,898
+107,647
+93% +$4.3M ﹤0.01% 1275
2025
Q4 		$4.75M Buy
116,251
+15,483
+15% +$644K ﹤0.01% 1435
2025
Q3 		$3.68M Buy
100,768
+32,644
+48% +$1.05M ﹤0.01% 1535
2025
Q2 		$2.17M Buy
68,124
+47,982
+238% +$1.55M ﹤0.01% 1779
2025
Q1 		$596K Sell
20,142
-45,077
-69% -$1.55M ﹤0.01% 2181
2024
Q4 		$2.11M Sell
65,219
-6,257
-9% -$222K ﹤0.01% 1784
2024
Q3 		$2.71M Sell
71,476
-36,212
-34% -$1.29M ﹤0.01% 1637
2024
Q2 		$3.61M Buy
+107,688
New +$3.55M ﹤0.01% 1431

Other funds holding CDRE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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