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Oak Ridge Investments’s Cadre Holdings CDRE Stock Holding History

Oak Ridge Investments’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 		$510K Sell
17,892
-70,222
-80% -$2.12M 0.03% 146
2026
Q1 		$2.7M Buy
88,114
+665
+0.8% +$26.6K 0.18% 78
2025
Q4 		$3.57M Sell
87,449
-1,791
-2% -$74.5K 0.22% 64
2025
Q3 		$3.26M Sell
89,240
-1,451
-2% -$46.8K 0.21% 63
2025
Q2 		$2.89M Sell
90,691
-3,663
-4% -$118K 0.21% 67
2025
Q1 		$2.79M Buy
94,354
+2,029
+2% +$69.9K 0.23% 67
2024
Q4 		$2.98M Sell
92,325
-4,933
-5% -$175K 0.23% 73
2024
Q3 		$3.69M Sell
97,258
-3,103
-3% -$111K 0.32% 62
2024
Q2 		$3.37M Buy
100,361
+44,375
+79% +$1.46M 0.32% 68
2024
Q1 		$2.03M Sell
55,986
-2,685
-5% -$93.5K 0.2% 95
2023
Q4 		$1.93M Buy
+58,671
New +$1.77M 0.22% 96

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
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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Oak Ridge Investments's CDRE Position: Q2 2026 in Review

Oak Ridge Investments reduced its Cadre Holdings (CDRE) stake by 80% in Q2 2026, selling an estimated $2.12M and leaving 17,892 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #146.

Oak Ridge Investments first reported a position in CDRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.69M in Q3 2024. 17 funds tracked by Wall St. Rank hold CDRE as of Q2 2026.

  • Oak Ridge Investments held 17,892 shares of Cadre Holdings worth $510K as of Q2 2026.
  • Oak Ridge Investments sold 70,222 Cadre Holdings shares in Q2 2026, an estimated $2.12M.
  • Cadre Holdings made up 0.03% of Oak Ridge Investments's portfolio in Q2 2026, its #146 holding.
  • Oak Ridge Investments first reported a position in Cadre Holdings in Q4 2023 and has held it in 11 quarters since.
  • Oak Ridge Investments's Cadre Holdings position peaked at $3.69M in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Cadre Holdings as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.