UBS AM
CDRE icon

UBS AM’s Cadre Holdings CDRE Stock Holding History

UBS AM’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
Q1 		$1.69M Buy
55,021
+9,431
+21% +$377K ﹤0.01% 2119
2025
Q4 		$1.86M Buy
45,590
+30
+0.1% +$1.25K ﹤0.01% 1904
2025
Q3 		$1.66M Sell
45,560
-49,091
-52% -$1.58M ﹤0.01% 1825
2025
Q2 		$3.01M Buy
94,651
+37,504
+66% +$1.21M ﹤0.01% 1958
2025
Q1 		$1.69M Buy
57,147
+9,463
+20% +$326K ﹤0.01% 2072
2024
Q4 		$1.54M Buy
47,684
+13,142
+38% +$467K ﹤0.01% 2165
2024
Q3 		$1.31M Sell
34,542
-1,266
-4% -$45.2K ﹤0.01% 2256
2024
Q2 		$1.2M Buy
35,808
+21,899
+157% +$721K ﹤0.01% 2277
2024
Q1 		$504K Buy
+13,909
New +$485K ﹤0.01% 2282

Other funds holding CDRE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return