PharVision Advisers’s Costamare CMRE Stock Holding History

PharVision 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
2025 Q3	–	Sell	-11,029	Closed	-$100K	–	676
2025 Q2	$100K	Buy	+11,029	New	+$98.2K	0.14%	253

Other funds holding CMRE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

BCM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

PharVision Advisers's CMRE Position: Q3 2025 in Review

PharVision Advisers sold out of Costamare (CMRE) in Q3 2025, closing a stake of 11,029 shares — an estimated $100K sold.

PharVision Advisers first reported a position in CMRE in Q2 2025 and held it in 1 quarter. The position peaked at $100K in Q2 2025. 176 funds tracked by Wall St. Rank hold CMRE as of Q3 2025.

PharVision Advisers reported no remaining Costamare position as of Q3 2025 after selling out during the quarter.
PharVision Advisers sold 11,029 Costamare shares in Q3 2025, an estimated $100K.
PharVision Advisers first reported a position in Costamare in Q2 2025 and held it in 1 quarter.
PharVision Advisers's Costamare position peaked at $100K in Q2 2025.
176 funds tracked by Wall St. Rank held Costamare as of Q3 2025.

Based on PharVision Advisers's 13F filing for Q3 2025, filed 17 Nov 2025.