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WhitTier Trust Company’s Costamare CMRE Stock Holding History

WhitTier Trust Company’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
-1,901
Closed -$17.3K – 1328
2025
Q2 		$17.3K Hold
1,901
– – ﹤0.01% 1032
2025
Q1 		$18.7K Hold
1,901
– – ﹤0.01% 982
2024
Q4 		$24.4K Hold
1,901
– – ﹤0.01% 900
2024
Q3 		$29.9K Hold
1,901
– – ﹤0.01% 862
2024
Q2 		$31.2K Hold
1,901
– – ﹤0.01% 797
2024
Q1 		$21.6K Hold
1,901
– – ﹤0.01% 839
2023
Q4 		$19.8K Hold
1,901
– – ﹤0.01% 842
2023
Q3 		$18.3K Hold
1,901
– – ﹤0.01% 829
2023
Q2 		$18.4K Hold
1,901
– – ﹤0.01% 870
2023
Q1 		$17.9K Hold
1,901
– – ﹤0.01% 861
2022
Q4 		$17.6K Hold
1,901
– – ﹤0.01% 857
2022
Q3 		$17K Hold
1,901
– – ﹤0.01% 833
2022
Q2 		$23K Sell
1,901
-1,465
-44% -$20.4K ﹤0.01% 794
2022
Q1 		$57K Buy
+3,366
New +$48K ﹤0.01% 645

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American Century Companies
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BCM
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Renaissance Technologies
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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Morgan Stanley
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

WhitTier Trust Company's CMRE Position: Q3 2025 in Review

WhitTier Trust Company sold out of Costamare (CMRE) in Q3 2025, closing a stake of 1,901 shares — an estimated $17.3K sold.

WhitTier Trust Company first reported a position in CMRE in Q1 2022 and held it in 14 quarters. The position peaked at $57K in Q1 2022. 176 funds tracked by Wall St. Rank hold CMRE as of Q3 2025.

  • WhitTier Trust Company reported no remaining Costamare position as of Q3 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 1,901 Costamare shares in Q3 2025, an estimated $17.3K.
  • WhitTier Trust Company first reported a position in Costamare in Q1 2022 and held it in 14 quarters.
  • WhitTier Trust Company's Costamare position peaked at $57K in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Costamare as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.