Cerity Partners’s Costamare CMRE Stock Holding History

Cerity Partners’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
2025 Q4	–	Sell	-13,258	Closed	-$158K	–	2898
2025 Q3	$158K	Buy	+13,258	New	+$145K	﹤0.01%	2553

Other funds holding CMRE

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Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's CMRE Position: Q4 2025 in Review

Cerity Partners sold out of Costamare (CMRE) in Q4 2025, closing a stake of 13,258 shares — an estimated $158K sold.

Cerity Partners first reported a position in CMRE in Q3 2025 and held it in 1 quarter. The position peaked at $158K in Q3 2025. 184 funds tracked by Wall St. Rank hold CMRE as of Q4 2025.

Cerity Partners reported no remaining Costamare position as of Q4 2025 after selling out during the quarter.
Cerity Partners sold 13,258 Costamare shares in Q4 2025, an estimated $158K.
Cerity Partners first reported a position in Costamare in Q3 2025 and held it in 1 quarter.
Cerity Partners's Costamare position peaked at $158K in Q3 2025.
184 funds tracked by Wall St. Rank held Costamare as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.