AI Holders Summary · Q2 2026

163 institutions reported CDRE in Q2 2026. BlackRock, Inc. leads at 11.0% 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

BlackRock, Inc.

CIK 0002012383

$84M2.9M0.00%Q2 2026 02

Greenhouse Funds LLLP

CIK 0001626220

$82M2.9M4.18%Q2 2026 03

REINHART PARTNERS, LLC.

CIK 0001080298

$78M2.7M1.78%Q2 2026 04

FMR LLC

CIK 0000315066

$71M2.5M0.00%Q2 2026 05

STATE STREET CORP

CIK 0000093751

$56M1.9M0.00%Q2 2026 06

Capital International Investors

CIK 0001562230

$46M1.6M0.01%Q2 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$38M1.3M0.00%Q2 2026 08

Capital World Investors

CIK 0001422849

$34M1.2M0.00%Q2 2026 09

WYNNEFIELD CAPITAL INC

CIK 0001251567

$34M1.2M23.63%Q2 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

$24M829K0.00%Q2 2026 13

BROWN ADVISORY INC

CIK 0001345929

$23M575K0.03%Q4 2025 14

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$22M774K0.00%Q2 2026 15

MORGAN STANLEY

CIK 0000895421

$21M730K0.00%Q2 2026 16

Capital Research Global Investors

CIK 0001422848

$20M686K0.00%Q2 2026 17

BANK OF AMERICA CORP /DE/

CIK 0000070858

$19M666K0.00%Q2 2026 18

First Eagle Investment Management, LLC

CIK 0001325447

$17M613K0.01%Q2 2026 19

Catawba River Capital

CIK 0001843303

$17M598K7.63%Q2 2026 20

FRED ALGER MANAGEMENT, LLC

CIK 0000003520

$12M383K0.05%Q1 2026

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