Cape Investment Advisory’s Castor Maritime CTRM Stock Holding History

Cape Investment Advisory’s Portfolio CTRM Stock Details CTRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8	Buy	+4	New	+$8	﹤0.01%	1446
2026 Q1	–	Sell	-4	Closed	-$8	–	416
2025 Q4	$8	Hold	4	–	–	﹤0.01%	1306
2025 Q3	$8	Hold	4	–	–	﹤0.01%	845
2025 Q2	$9	Hold	4	–	–	﹤0.01%	1165
2025 Q1	$9	Hold	4	–	–	﹤0.01%	1130
2024 Q4	$11	Hold	4	–	–	﹤0.01%	1135
2024 Q3	$17	Hold	4	–	–	﹤0.01%	951
2024 Q2	$18	Hold	4	–	–	﹤0.01%	922
2024 Q1	$14	Sell	4 -1	-20%	-$5	﹤0.01%	929
2023 Q4	$19	Hold	5	–	–	﹤0.01%	1125
2023 Q3	$20	Hold	5	–	–	﹤0.01%	922
2023 Q2	$20	Hold	5	–	–	﹤0.01%	905
2023 Q1	$36	Buy	+5	New	+$55	﹤0.01%	954

Other funds holding CTRM

TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cape Investment Advisory's CTRM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Castor Maritime (CTRM) in Q2 2026: 4 shares worth $8. The stake represents ﹤0.01% of the portfolio and ranks #1446 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CTRM as recently as Q4 2025.

Cape Investment Advisory first reported a position in CTRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $36 in Q1 2023. 25 funds tracked by Wall St. Rank hold CTRM as of Q2 2026.

Cape Investment Advisory held 4 shares of Castor Maritime worth $8 as of Q2 2026.
Castor Maritime was a new Cape Investment Advisory position in Q2 2026.
Castor Maritime made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1446 holding.
Cape Investment Advisory first reported a position in Castor Maritime in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Castor Maritime position peaked at $36 in Q1 2023.
25 funds tracked by Wall St. Rank held Castor Maritime as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.