IFP Advisors
CDRE icon

IFP Advisors’s Cadre Holdings CDRE Stock Holding History

IFP 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
Q3 		$477 Buy
19
+1
+6% +$30 ﹤0.01% 4694
2026
Q2 		$513 Buy
+18
New +$542 ﹤0.01% 4675
2025
Q2 		– Hold
0
– – – 3938
2025
Q1 		– Sell
-3
Closed -$97 – 4371
2024
Q4 		$97 Buy
+3
New +$107 ﹤0.01% 4041

Other funds holding CDRE

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $142M AUM 47.58% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Corbyn Investment Management
Corbyn Investment Management Lutherville, Maryland $336M AUM 15.47% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Oak Ridge Investments
Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's CDRE Position: Q3 2026 in Review

IFP Advisors increased its Cadre Holdings (CDRE) stake by 5.6% in Q3 2026, buying an estimated $30 and bringing the position to 19 shares worth $477. The position accounts for ﹤0.01% of the portfolio, ranked #4694.

IFP Advisors first reported a position in CDRE in Q4 2024 and has held it in 3 quarters since. The position peaked at $513 in Q2 2026. 39 funds tracked by Wall St. Rank hold CDRE as of Q3 2026.

  • IFP Advisors held 19 shares of Cadre Holdings worth $477 as of Q3 2026.
  • IFP Advisors bought 1 Cadre Holdings share in Q3 2026, an estimated $30.
  • Cadre Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4694 holding.
  • IFP Advisors first reported a position in Cadre Holdings in Q4 2024 and has held it in 3 quarters since.
  • IFP Advisors's Cadre Holdings position peaked at $513 in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Cadre Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.