Who owns CDRE (CDRE)
Which tracked institutional funds hold CDRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CDRE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
24 tracked funds added or opened CDRE while 56 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CDRE’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CDRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 168 tracked filers holding CDRE, 112 increased or opened the position and 74 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CDRE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- VANGUARD CAPITAL MANAGEMENT LLC$38M
- Capital World Investors$36M
- VANGUARD PORTFOLIO MANAGEMENT LLC$6M
- VANGUARD FIDUCIARY TRUST CO$6M
- NORDEA INVESTMENT MANAGEMENT AB$3M
- Northern Right Capital Management, L.P.$3M
Full exits 7
- VANGUARD GROUP INC$59M
- JANE STREET GROUP, LLC$23M
- Pembroke Management, LTD$7M
- Ghisallo Capital Management LLC$4M
- SG Americas Securities, LLC$1M
- Laurion Capital Management LP$678K
Largest adds
- BROWN ADVISORY INC$3M
- FIRST TRUST ADVISORS LP$2M
- SEI INVESTMENTS CO$2M
- RAYMOND JAMES FINANCIAL INC$2M
- UBS Group AG$2M
- DEPRINCE RACE & ZOLLO INC$1M
Largest trims
- FMR LLC$58M
- Capital International Investors$56M
- BlackRock, Inc.$28M
- Greenhouse Funds LLLP$26M
- REINHART PARTNERS, LLC.$20M
- Capital Research Global Investors$16M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 3,175,632 | $97M | 8.9% | 2026-Q1 |
| Greenhouse Funds LLLP added | 2,868,378 | $88M | 8.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,626,383 | $81M | 7.4% | 2026-Q1 |
| REINHART PARTNERS, LLC. added | 2,237,897 | $69M | 6.3% | 2026-Q1 |
| STATE STREET CORP added | 1,396,323 | $43M | 3.9% | 2026-Q1 |
| Capital International Investors trimmed | 1,260,806 | $39M | 3.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,247,449 | $38M | 3.5% | 2026-Q1 |
| Capital World Investors new | 1,172,357 | $36M | 3.3% | 2026-Q1 |
| WYNNEFIELD CAPITAL INC added | 1,150,000 | $35M | 3.2% | 2026-Q1 |
| GW&K Investment Management, LLC added | 1,047,176 | $32M | 2.9% | 2026-Q1 |
| BROWN ADVISORY INC added | 855,954 | $26M | 2.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 767,073 | $24M | 2.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 751,796 | $23M | 2.1% | 2026-Q1 |
| Select Equity Group, L.P. added | 748,498 | $23M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 686,854 | $21M | 1.9% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 615,546 | $19M | 1.7% | 2026-Q1 |
| Capital Research Global Investors trimmed | 588,290 | $18M | 1.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 562,778 | $17M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 507,238 | $15M | 1.4% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC trimmed | 382,953 | $12M | 1.1% | 2026-Q1 |
| UBS Group AG added | 353,435 | $11M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 299,287 | $9M | 0.8% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC added | 283,042 | $9M | 0.8% | 2026-Q1 |
| Catawba River Capital trimmed | 260,318 | $8M | 0.8% | 2026-Q1 |
| Invesco Ltd. added | 271,866 | $8M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 235,464 | $7M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 240,544 | $7M | 0.6% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 237,158 | $7M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 223,898 | $7M | 0.6% | 2026-Q1 |
| AGMAN CAPITAL LLC added | 213,728 | $7M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 204,458 | $6M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 198,807 | $6M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 183,072 | $6M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 167,200 | $5M | 0.5% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 166,389 | $5M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 165,285 | $5M | 0.5% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC added | 159,862 | $5M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 151,844 | $5M | 0.4% | 2026-Q1 |
| PHILADELPHIA TRUST CO trimmed | 149,901 | $5M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 149,231 | $5M | 0.4% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 128,872 | $4M | 0.4% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB new | 118,048 | $3M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 107,856 | $3M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 105,070 | $3M | 0.3% | 2026-Q1 |
| CORBYN INVESTMENT MANAGEMENT INC/MD added | 99,144 | $3M | 0.3% | 2026-Q1 |
| OAK RIDGE INVESTMENTS LLC added | 88,114 | $3M | 0.2% | 2026-Q1 |
| Northern Right Capital Management, L.P. new | 88,075 | $3M | 0.2% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 86,994 | $3M | 0.2% | 2026-Q1 |
| Legal & General Group Plc added | 75,649 | $2M | 0.2% | 2026-Q1 |
| Old West Investment Management, LLC | 73,821 | $2M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 69,108 | $2M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 62,070 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 60,200 | $2M | 0.2% | 2026-Q1 |
| HARBOR CAPITAL ADVISORS, INC. added | 59,571 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 55,021 | $2M | 0.2% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO new | 54,364 | $2M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 48,040 | $1M | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 45,848 | $1M | 0.1% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 40,022 | $1M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 39,192 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 37,533 | $1M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 37,064 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 36,659 | $1M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 35,378 | $1M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 34,454 | $1M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 34,016 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 33,972 | $1M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 25,450 | $1M | 0.1% | 2026-Q1 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 32,123 | $986K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 31,864 | $978K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 28,594 | $877K | 0.1% | 2026-Q1 |
| Man Group plc trimmed | 27,499 | $844K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 26,202 | $804K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 25,481 | $782K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 25,461 | $781K | 0.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 25,407 | $779K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 25,141 | $771K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 24,435 | $750K | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 23,912 | $734K | 0.1% | 2026-Q1 |
| &PARTNERS added | 21,753 | $662K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 21,531 | $661K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,434,690 | $59M | 5.4% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 560,111 | $23M | 2.1% | 2025-Q4 stale |
| Ophir Asset Management Pty Ltd new | 668,864 | $22M | 2.0% | 2025-Q2 stale |
| Pembroke Management, LTD trimmed | 159,913 | $7M | 0.6% | 2025-Q4 stale |
| COOPER INVESTORS PTY LTD | 157,325 | $5M | 0.4% | 2025-Q1 stale |
| Ghisallo Capital Management LLC added | 103,159 | $4M | 0.4% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 115,326 | $4M | 0.4% | 2025-Q3 stale |
| Advantage Alpha Capital Partners LP trimmed | 104,956 | $4M | 0.4% | 2025-Q3 stale |
| AXIOM INVESTORS LLC /DE trimmed | 55,727 | $2M | 0.2% | 2025-Q2 stale |
| Cinctive Capital Management LP added | 50,628 | $2M | 0.1% | 2025-Q2 stale |
| Squarepoint Ops LLC added | 49,043 | $2M | 0.1% | 2025-Q2 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 46,671 | $1M | 0.1% | 2025-Q2 stale |
| Brown University trimmed | 40,802 | $1M | 0.1% | 2025-Q2 stale |
| SG Americas Securities, LLC added | 28,316 | $1M | 0.1% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 25,515 | $932K | 0.1% | 2025-Q3 stale |
| Walleye Capital LLC added | 23,300 | $742K | 0.1% | 2025-Q2 stale |
| ExodusPoint Capital Management, LP trimmed | 20,195 | $737K | 0.1% | 2025-Q3 stale |
| Dynamic Technology Lab Private Ltd trimmed | 21,823 | $695K | 0.1% | 2025-Q2 stale |
| Laurion Capital Management LP new | 16,596 | $678K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.