UBS Group
CDRE icon

UBS Group’s Cadre Holdings CDRE Stock Holding History

UBS 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
2026
Q1 		$10.8M Buy
353,435
+126,283
+56% +$5.04M ﹤0.01% 3237
2025
Q4 		$9.28M Sell
227,152
-195,438
-46% -$8.13M ﹤0.01% 3366
2025
Q3 		$15.4M Buy
422,590
+173,782
+70% +$5.6M ﹤0.01% 2854
2025
Q2 		$7.92M Sell
248,808
-230,491
-48% -$7.45M ﹤0.01% 3351
2025
Q1 		$14.2M Buy
479,299
+20,352
+4% +$701K ﹤0.01% 2684
2024
Q4 		$14.8M Buy
458,947
+262,577
+134% +$9.33M ﹤0.01% 2656
2024
Q3 		$7.45M Buy
196,370
+21,065
+12% +$751K ﹤0.01% 2659
2024
Q2 		$5.88M Buy
175,305
+1,785
+1% +$58.8K ﹤0.01% 2696
2024
Q1 		$6.28M Buy
173,520
+167,721
+2,892% +$5.84M ﹤0.01% 2728
2023
Q4 		$191K Buy
+5,799
New +$175K ﹤0.01% 5805
2023
Q3 		– Sell
-7,600
Closed -$166K – 9506
2023
Q2 		$166K Sell
7,600
-32,000
-81% -$681K ﹤0.01% 5613
2023
Q1 		$853K Sell
39,600
-11,244
-22% -$243K ﹤0.01% 4251
2022
Q4 		$1.02M Buy
+50,844
New +$1.31M ﹤0.01% 4048
2022
Q3 		– Sell
-5,827
Closed -$115K – 10378
2022
Q2 		$115K Buy
5,827
+3,752
+181% +$88.5K ﹤0.01% 5312
2022
Q1 		$51K Sell
2,075
-1,357
-40% -$30.6K ﹤0.01% 6473
2021
Q4 		$87K Buy
+3,432
New +$69.7K ﹤0.01% 6434

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