Cetera Investment Advisers
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Cetera Investment Advisers’s Costamare CMRE Stock Holding History

Cetera Investment Advisers’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 		$144K Buy
+10,244
New +$168K ﹤0.01% 4589
2024
Q3 		– Sell
-14,038
Closed -$231K – 3761
2024
Q2 		$231K Buy
14,038
+483
+4% +$6.6K ﹤0.01% 3261
2024
Q1 		$154K Buy
+13,555
New +$150K ﹤0.01% 3421

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 $3.37T AUM 44.26% 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

Cetera Investment Advisers's CMRE Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in Costamare (CMRE) in Q2 2026: 10,244 shares worth $144K. The stake represents ﹤0.01% of the portfolio and ranks #4589 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in CMRE as recently as Q2 2024.

Cetera Investment Advisers first reported a position in CMRE in Q1 2024 and has held it in 3 quarters since. The position peaked at $231K in Q2 2024. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Cetera Investment Advisers held 10,244 shares of Costamare worth $144K as of Q2 2026.
  • Costamare was a new Cetera Investment Advisers position in Q2 2026.
  • Costamare made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4589 holding.
  • Cetera Investment Advisers first reported a position in Costamare in Q1 2024 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Costamare position peaked at $231K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.