MPWT
CMRE icon

MassMutual Private Wealth & Trust’s Costamare CMRE Stock Holding History

MassMutual Private Wealth & Trust’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
-110
Closed -$1.31K – 2384
2025
Q3 		$1.31K Sell
110
-35
-24% -$383 ﹤0.01% 2096
2025
Q2 		$1.32K Sell
145
-440
-75% -$3.92K ﹤0.01% 2055
2025
Q1 		$5.76K Buy
585
+464
+383% +$5.12K ﹤0.01% 1535
2024
Q4 		$1.55K Hold
121
– – ﹤0.01% 1902
2024
Q3 		$1.9K Hold
121
– – ﹤0.01% 1672
2024
Q2 		$1.99K Hold
121
– – ﹤0.01% 1640
2024
Q1 		$1.37K Buy
121
+24
+25% +$266 ﹤0.01% 1635
2023
Q4 		$1.01K Buy
+97
New +$925 ﹤0.01% 1681

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
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MassMutual Private Wealth & Trust's CMRE Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Costamare (CMRE) in Q4 2025, closing a stake of 110 shares — an estimated $1.31K sold.

MassMutual Private Wealth & Trust first reported a position in CMRE in Q4 2023 and held it in 8 quarters. The position peaked at $5.76K in Q1 2025. 184 funds tracked by Wall St. Rank hold CMRE as of Q4 2025.

  • MassMutual Private Wealth & Trust reported no remaining Costamare position as of Q4 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 110 Costamare shares in Q4 2025, an estimated $1.31K.
  • MassMutual Private Wealth & Trust first reported a position in Costamare in Q4 2023 and held it in 8 quarters.
  • MassMutual Private Wealth & Trust's Costamare position peaked at $5.76K in Q1 2025.
  • 184 funds tracked by Wall St. Rank held Costamare as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.