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Essential Partners’s Costamare CMRE Stock Holding History

Essential 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
2026
Q2 		$8.88K Buy
633
+96
+18% +$1.57K ﹤0.01% 1269
2026
Q1 		$9.07K Hold
537
– – ﹤0.01% 1308
2025
Q4 		$8.48K Sell
537
-28
-5% -$387 ﹤0.01% 1221
2025
Q3 		$6.73K Sell
565
-22
-4% -$241 ﹤0.01% 1303
2025
Q2 		$5.35K Buy
+587
New +$5.23K ﹤0.01% 1032

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

Essential Partners's CMRE Position: Q2 2026 in Review

Essential Partners increased its Costamare (CMRE) stake by 18% in Q2 2026, buying an estimated $1.57K and bringing the position to 633 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Essential Partners first reported a position in CMRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.07K in Q1 2026. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Essential Partners held 633 shares of Costamare worth $8.88K as of Q2 2026.
  • Essential Partners bought 96 Costamare shares in Q2 2026, an estimated $1.57K.
  • Costamare made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1269 holding.
  • Essential Partners first reported a position in Costamare in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Costamare position peaked at $9.07K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.