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Private Wealth Management Group’s Cadre Holdings CDRE Stock Holding History

Private Wealth Management Group’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
Q2 		– Sell
-58
Closed -$1.72K – 1514
2025
Q1 		$1.72K Buy
58
+20
+53% +$689 ﹤0.01% 1103
2024
Q4 		$1.23K Buy
+38
New +$1.35K ﹤0.01% 1240

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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Management Group's CDRE Position: Q2 2025 in Review

Private Wealth Management Group sold out of Cadre Holdings (CDRE) in Q2 2025, closing a stake of 58 shares — an estimated $1.72K sold.

Private Wealth Management Group first reported a position in CDRE in Q4 2024 and held it in 2 quarters. The position peaked at $1.72K in Q1 2025. 163 funds tracked by Wall St. Rank hold CDRE as of Q2 2025.

  • Private Wealth Management Group reported no remaining Cadre Holdings position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 58 Cadre Holdings shares in Q2 2025, an estimated $1.72K.
  • Private Wealth Management Group first reported a position in Cadre Holdings in Q4 2024 and held it in 2 quarters.
  • Private Wealth Management Group's Cadre Holdings position peaked at $1.72K in Q1 2025.
  • 163 funds tracked by Wall St. Rank held Cadre Holdings as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.