AI Holders Summary · Q1 2026

173 institutions reported CDRE in Q1 2026. FMR LLC leads at 13.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

FMR LLC

CIK 0000315066

$102M3.3M0.01%Q1 2026 02

Greenhouse Funds LLLP

CIK 0001626220

$88M2.9M3.94%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$81M2.6M0.00%Q1 2026 04

REINHART PARTNERS, LLC.

CIK 0001080298

$78M2.7M1.78%Q2 2026 05

STATE STREET CORP

CIK 0000093751

$43M1.4M0.00%Q1 2026 06

Capital International Investors

CIK 0001562230

$39M1.3M0.01%Q1 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$38M1.2M0.00%Q1 2026 08

Capital World Investors

CIK 0001422849

$36M1.2M0.00%Q1 2026 09

WYNNEFIELD CAPITAL INC

CIK 0001251567

$35M1.1M23.92%Q1 2026 10

GW&K Investment Management, LLC

CIK 0001082917

$32M1.0M0.28%Q1 2026 11

Select Equity Group, L.P.

CIK 0001592643

$29M719K0.13%Q4 2025 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$24M767K0.00%Q1 2026 13

BROWN ADVISORY INC

CIK 0001345929

$23M575K0.03%Q4 2025 14

MORGAN STANLEY

CIK 0000895421

$23M752K0.00%Q1 2026 15

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$21M687K0.00%Q1 2026 16

LOOMIS SAYLES & CO L P

CIK 0000312348

$19M616K0.03%Q1 2026 17

Capital Research Global Investors

CIK 0001422848

$18M588K0.00%Q1 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$17M563K0.00%Q1 2026 19

Catawba River Capital

CIK 0001843303

$17M598K7.63%Q2 2026 20

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$15M507K0.00%Q1 2026

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