CFO
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Callan Family Office’s Costamare CMRE Stock Holding History

Callan Family Office’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$193K Buy
13,747
+34
+0.2% +$558 ﹤0.01% 1157
2026
Q1 		$232K Sell
13,713
-380
-3% -$6.31K 0.01% 1013
2025
Q4 		$223K Buy
+14,093
New +$195K ﹤0.01% 1022

Other funds holding CMRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Callan Family Office's CMRE Position: Q2 2026 in Review

Callan Family Office increased its Costamare (CMRE) stake by 0.25% in Q2 2026, buying an estimated $558 and bringing the position to 13,747 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Callan Family Office first reported a position in CMRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $232K in Q1 2026. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Callan Family Office held 13,747 shares of Costamare worth $193K as of Q2 2026.
  • Callan Family Office bought 34 Costamare shares in Q2 2026, an estimated $558.
  • Costamare made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1157 holding.
  • Callan Family Office first reported a position in Costamare in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's Costamare position peaked at $232K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.