IFP Advisors’s Costamare CMRE Stock Holding History

IFP Advisors’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 Q1	$3.77K	Hold	223	–	–	﹤0.01%	3689
2025 Q4	$3.52K	Buy	223 +22	+11%	+$304	﹤0.01%	3597
2025 Q3	$2.39K	Buy	201 +40	+25%	+$438	﹤0.01%	3629
2025 Q2	$2.16K	Buy	+161	New	+$1.43K	﹤0.01%	3869
2025 Q1	–	Sell	-1	Closed	-$13	–	4392
2024 Q4	$13	Buy	+1	New	+$14	﹤0.01%	4506
2022 Q4	–	Sell	-254	Closed	-$2K	–	4638
2022 Q3	$2K	Hold	254	–	–	﹤0.01%	4327
2022 Q2	$2K	Hold	254	–	–	﹤0.01%	4095
2022 Q1	$2K	Buy	+254	New	+$3.62K	﹤0.01%	4095
2021 Q3	–	Sell	-6	Closed	–	–	3602
2021 Q2	$0	Buy	+6	New	+$65	﹤0.01%	3302
2021 Q1	–	Sell	-20,134	Closed	-$188K	–	3234
2020 Q4	$168K	Sell	20,134 -1,391	-6%	-$9.69K	0.01%	883
2020 Q3	$131K	Sell	21,525 -2,666	-11%	-$13.7K	0.01%	869
2020 Q2	$136K	Buy	24,191 +5,265	+28%	+$25.7K	0.01%	804
2020 Q1	$96K	Buy	18,926 +18,712	+8,744%	+$134K	0.01%	840
2019 Q4	$2K	Hold	214	–	–	﹤0.01%	2492
2019 Q3	$1K	Buy	+214	New	+$1.23K	﹤0.01%	2835

Other funds holding CMRE

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return