HWAM
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Hennion & Walsh Asset Management’s Cadre Holdings CDRE Stock Holding History

Hennion & Walsh Asset Management’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 		$2.61M Buy
91,380
+4,386
+5% +$132K 0.07% 320
2026
Q1 		$2.67M Buy
86,994
+18,380
+27% +$734K 0.09% 286
2025
Q4 		$2.8M Buy
68,614
+9,383
+16% +$390K 0.1% 272
2025
Q3 		$2.16M Buy
59,231
+17,599
+42% +$567K 0.08% 327
2025
Q2 		$1.33M Buy
41,632
+13,150
+46% +$425K 0.05% 425
2025
Q1 		$843K Buy
28,482
+3,479
+14% +$120K 0.04% 513
2024
Q4 		$808K Buy
25,003
+5,639
+29% +$200K 0.04% 515
2024
Q3 		$735K Buy
19,364
+1,721
+10% +$61.4K 0.03% 524
2024
Q2 		$592K Buy
17,643
+5,522
+46% +$182K 0.03% 540
2024
Q1 		$439K Buy
+12,121
New +$422K 0.02% 599

Other funds holding CDRE

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return