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Legacy Capital Group California’s Cadre Holdings CDRE Stock Holding History

Legacy Capital Group California’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
2025
Q3 		– Sell
-6,414
Closed -$204K – 332
2025
Q2 		$204K Buy
+6,414
New +$207K 0.06% 323

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Capital Group California's CDRE Position: Q3 2025 in Review

Legacy Capital Group California sold out of Cadre Holdings (CDRE) in Q3 2025, closing a stake of 6,414 shares — an estimated $204K sold.

Legacy Capital Group California first reported a position in CDRE in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 145 funds tracked by Wall St. Rank hold CDRE as of Q3 2025.

  • Legacy Capital Group California reported no remaining Cadre Holdings position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 6,414 Cadre Holdings shares in Q3 2025, an estimated $204K.
  • Legacy Capital Group California first reported a position in Cadre Holdings in Q2 2025 and held it in 1 quarter.
  • Legacy Capital Group California's Cadre Holdings position peaked at $204K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held Cadre Holdings as of Q3 2025.

Based on Legacy Capital Group California's 13F filing for Q3 2025, filed 12 Nov 2025.