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Institutional Ownership · SEC Form 13F

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.

168
Institutional holders
31,635,516
Shares held (tracked funds)
75.0%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
FMR LLC trimmed3,175,632$97M8.9%2026-Q1
Greenhouse Funds LLLP added2,868,378$88M8.1%2026-Q1
BlackRock, Inc. trimmed2,626,383$81M7.4%2026-Q1
REINHART PARTNERS, LLC. added2,237,897$69M6.3%2026-Q1
STATE STREET CORP added1,396,323$43M3.9%2026-Q1
Capital International Investors trimmed1,260,806$39M3.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,247,449$38M3.5%2026-Q1
Capital World Investors new1,172,357$36M3.3%2026-Q1
WYNNEFIELD CAPITAL INC added1,150,000$35M3.2%2026-Q1
GW&K Investment Management, LLC added1,047,176$32M2.9%2026-Q1
BROWN ADVISORY INC added855,954$26M2.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added767,073$24M2.2%2026-Q1
MORGAN STANLEY trimmed751,796$23M2.1%2026-Q1
Select Equity Group, L.P. added748,498$23M2.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added686,854$21M1.9%2026-Q1
LOOMIS SAYLES & CO L P trimmed615,546$19M1.7%2026-Q1
Capital Research Global Investors trimmed588,290$18M1.7%2026-Q1
BANK OF AMERICA CORP /DE/ added562,778$17M1.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added507,238$15M1.4%2026-Q1
FRED ALGER MANAGEMENT, LLC trimmed382,953$12M1.1%2026-Q1
UBS Group AG added353,435$11M1.0%2026-Q1
NORTHERN TRUST CORP trimmed299,287$9M0.8%2026-Q1
CRAWFORD INVESTMENT COUNSEL INC added283,042$9M0.8%2026-Q1
Catawba River Capital trimmed260,318$8M0.8%2026-Q1
Invesco Ltd. added271,866$8M0.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed235,464$7M0.7%2026-Q1
JPMORGAN CHASE & CO added240,544$7M0.6%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC trimmed237,158$7M0.6%2026-Q1
FIRST TRUST ADVISORS LP added223,898$7M0.6%2026-Q1
AGMAN CAPITAL LLC added213,728$7M0.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new204,458$6M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new198,807$6M0.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed183,072$6M0.5%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added167,200$5M0.5%2026-Q1
Russell Investments Group, Ltd. added166,389$5M0.5%2026-Q1
Bank of New York Mellon Corp added165,285$5M0.5%2026-Q1
DEPRINCE RACE & ZOLLO INC added159,862$5M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added151,844$5M0.4%2026-Q1
PHILADELPHIA TRUST CO trimmed149,901$5M0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC added149,231$5M0.4%2026-Q1
EARNEST PARTNERS LLC trimmed128,872$4M0.4%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB new118,048$3M0.3%2026-Q1
SEI INVESTMENTS CO added107,856$3M0.3%2026-Q1
GOLDMAN SACHS GROUP INC trimmed105,070$3M0.3%2026-Q1
CORBYN INVESTMENT MANAGEMENT INC/MD added99,144$3M0.3%2026-Q1
OAK RIDGE INVESTMENTS LLC added88,114$3M0.2%2026-Q1
Northern Right Capital Management, L.P. new88,075$3M0.2%2026-Q1
Hennion & Walsh Asset Management, Inc. added86,994$3M0.2%2026-Q1
Legal & General Group Plc added75,649$2M0.2%2026-Q1
Old West Investment Management, LLC73,821$2M0.2%2026-Q1
JANUS HENDERSON GROUP PLC trimmed69,108$2M0.2%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed62,070$2M0.2%2026-Q1
Swiss National Bank60,200$2M0.2%2026-Q1
HARBOR CAPITAL ADVISORS, INC. added59,571$2M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added55,021$2M0.2%2026-Q1
CONGRESS ASSET MANAGEMENT CO new54,364$2M0.2%2026-Q1
Nuveen, LLC added48,040$1M0.1%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added45,848$1M0.1%2026-Q1
Advisors Asset Management, Inc. trimmed40,022$1M0.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added39,192$1M0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added37,533$1M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added37,064$1M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed36,659$1M0.1%2026-Q1
MARSHALL WACE, LLP trimmed35,378$1M0.1%2026-Q1
RHUMBLINE ADVISERS trimmed34,454$1M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added34,016$1M0.1%2026-Q1
CITIGROUP INC added33,972$1M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed25,450$1M0.1%2026-Q1
KORNITZER CAPITAL MANAGEMENT INC /KS trimmed32,123$986K0.1%2026-Q1
FRANKLIN RESOURCES INC added31,864$978K0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed28,594$877K0.1%2026-Q1
Man Group plc trimmed27,499$844K0.1%2026-Q1
Rockefeller Capital Management L.P. added26,202$804K0.1%2026-Q1
DEUTSCHE BANK AG\ added25,481$782K0.1%2026-Q1
Janney Montgomery Scott LLC added25,461$781K0.1%2026-Q1
OPPENHEIMER ASSET MANAGEMENT INC. trimmed25,407$779K0.1%2026-Q1
Cetera Investment Advisers added25,141$771K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed24,435$750K0.1%2026-Q1
AMERICAN CENTURY COMPANIES INC added23,912$734K0.1%2026-Q1
&PARTNERS added21,753$662K0.1%2026-Q1
AMERIPRISE FINANCIAL INC new21,531$661K0.1%2026-Q1
VANGUARD GROUP INC trimmed1,434,690$59M5.4%2025-Q4 stale
JANE STREET GROUP, LLC added560,111$23M2.1%2025-Q4 stale
Ophir Asset Management Pty Ltd new668,864$22M2.0%2025-Q2 stale
Pembroke Management, LTD trimmed159,913$7M0.6%2025-Q4 stale
COOPER INVESTORS PTY LTD157,325$5M0.4%2025-Q1 stale
Ghisallo Capital Management LLC added103,159$4M0.4%2025-Q4 stale
ADAGE CAPITAL PARTNERS GP, L.L.C. new115,326$4M0.4%2025-Q3 stale
Advantage Alpha Capital Partners LP trimmed104,956$4M0.4%2025-Q3 stale
AXIOM INVESTORS LLC /DE trimmed55,727$2M0.2%2025-Q2 stale
Cinctive Capital Management LP added50,628$2M0.1%2025-Q2 stale
Squarepoint Ops LLC added49,043$2M0.1%2025-Q2 stale
DARK FOREST CAPITAL MANAGEMENT LP added46,671$1M0.1%2025-Q2 stale
Brown University trimmed40,802$1M0.1%2025-Q2 stale
SG Americas Securities, LLC added28,316$1M0.1%2025-Q4 stale
Qube Research & Technologies Ltd trimmed25,515$932K0.1%2025-Q3 stale
Walleye Capital LLC added23,300$742K0.1%2025-Q2 stale
ExodusPoint Capital Management, LP trimmed20,195$737K0.1%2025-Q3 stale
Dynamic Technology Lab Private Ltd trimmed21,823$695K0.1%2025-Q2 stale
Laurion Capital Management LP new16,596$678K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership