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
2025
Q4 		– Sell
-400
Closed -$14.6K – 10558
2025
Q3 		$14.6K Buy
+400
New +$12.9K ﹤0.01% 8356

Other funds holding CDRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WC
Wynnefield Capital New York $145M AUM 14.57% 1-Year Est. Return

UBS Group's CDRE Position: Q2 2026 in Review

UBS Group reduced its Cadre Holdings (CDRE) stake by 35% in Q2 2026, selling an estimated $3.71M and leaving 230,422 shares worth $6.57M. The position accounts for ﹤0.01% of the portfolio, ranked #3887.

UBS Group first reported a position in CDRE in Q4 2021 and has held it in 17 quarters since. The position peaked at $15.4M in Q3 2025. 157 funds tracked by Wall St. Rank hold CDRE as of Q2 2026.

  • UBS Group held 230,422 shares of Cadre Holdings worth $6.57M as of Q2 2026.
  • UBS Group sold 123,013 Cadre Holdings shares in Q2 2026, an estimated $3.71M.
  • Cadre Holdings made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3887 holding.
  • UBS Group first reported a position in Cadre Holdings in Q4 2021 and has held it in 17 quarters since.
  • UBS Group's Cadre Holdings position peaked at $15.4M in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Cadre Holdings as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.