Steward Partners Investment Advisory’s Cadre Holdings CDRE Stock Holding History

Steward Partners Investment Advisory’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	$6.93K	Sell	243 -268	-52%	-$8.08K	﹤0.01%	3856
2026 Q1	$15.7K	Buy	511 +162	+46%	+$6.47K	﹤0.01%	3347
2025 Q4	$14.3K	Hold	349	–	–	﹤0.01%	3287
2025 Q3	$12.7K	Buy	349 +303	+659%	+$9.77K	﹤0.01%	3294
2025 Q2	$1.47K	Hold	46	–	–	﹤0.01%	3802
2025 Q1	$1.36K	Hold	46	–	–	﹤0.01%	3717
2024 Q4	$1.49K	Buy	+46	New	+$1.64K	﹤0.01%	3699

Other funds holding CDRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's CDRE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Cadre Holdings (CDRE) stake by 52% in Q2 2026, selling an estimated $8.08K and leaving 243 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #3856.

Steward Partners Investment Advisory first reported a position in CDRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.7K in Q1 2026. 114 funds tracked by Wall St. Rank hold CDRE as of Q2 2026.

Steward Partners Investment Advisory held 243 shares of Cadre Holdings worth $6.93K as of Q2 2026.
Steward Partners Investment Advisory sold 268 Cadre Holdings shares in Q2 2026, an estimated $8.08K.
Cadre Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3856 holding.
Steward Partners Investment Advisory first reported a position in Cadre Holdings in Q4 2024 and has held it in 7 quarters since.
Steward Partners Investment Advisory's Cadre Holdings position peaked at $15.7K in Q1 2026.
114 funds tracked by Wall St. Rank held Cadre Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.