Physician Wealth Advisors’s Costamare CMRE Stock Holding History

Physician Wealth 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 Q2	$547	Sell	39 -100	-72%	-$1.64K	﹤0.01%	2073
2026 Q1	$2.35K	Hold	139	–	–	﹤0.01%	1281
2025 Q4	$2.19K	Buy	139 +39	+39%	+$539	﹤0.01%	1246
2025 Q3	$1.19K	Hold	100	–	–	﹤0.01%	1473
2025 Q2	$911	Buy	+100	New	+$890	﹤0.01%	1494
2025 Q1	–	Sell	-70	Closed	-$900	–	1454
2024 Q4	$900	Buy	+70	New	+$963	﹤0.01%	965

Other funds holding CMRE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Physician Wealth Advisors's CMRE Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Costamare (CMRE) stake by 72% in Q2 2026, selling an estimated $1.64K and leaving 39 shares worth $547. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

Physician Wealth Advisors first reported a position in CMRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.35K in Q1 2026. 47 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

Physician Wealth Advisors held 39 shares of Costamare worth $547 as of Q2 2026.
Physician Wealth Advisors sold 100 Costamare shares in Q2 2026, an estimated $1.64K.
Costamare made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2073 holding.
Physician Wealth Advisors first reported a position in Costamare in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Costamare position peaked at $2.35K in Q1 2026.
47 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.