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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
Q2 		$513 Buy
+18
New +$542 ﹤0.01% 4677
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

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

IFP Advisors's CDRE Position: Q2 2026 in Review

IFP Advisors opened a new position in Cadre Holdings (CDRE) in Q2 2026: 18 shares worth $513. The stake represents ﹤0.01% of the portfolio and ranks #4677 among its holdings. This is a return to the name: IFP Advisors previously reported a position in CDRE as recently as Q4 2024.

IFP Advisors first reported a position in CDRE in Q4 2024 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold CDRE as of Q2 2026.

  • IFP Advisors held 18 shares of Cadre Holdings worth $513 as of Q2 2026.
  • Cadre Holdings was a new IFP Advisors position in Q2 2026.
  • Cadre Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4677 holding.
  • IFP Advisors first reported a position in Cadre Holdings in Q4 2024 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Cadre Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.