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 Q3	$9.46K	Buy	644 +11	+2%	+$166	﹤0.01%	1220
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's CMRE Position: Q3 2026 in Review

Essential Partners increased its Costamare (CMRE) stake by 1.7% in Q3 2026, buying an estimated $166 and bringing the position to 644 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Essential Partners first reported a position in CMRE in Q2 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold CMRE as of Q3 2026.

Essential Partners held 644 shares of Costamare worth $9.46K as of Q3 2026.
Essential Partners bought 11 Costamare shares in Q3 2026, an estimated $166.
Costamare made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1220 holding.
Essential Partners first reported a position in Costamare in Q2 2025 and has held it in 6 quarters since.
7 funds tracked by Wall St. Rank held Costamare as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.