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Chicago Atlantic Real Estate Fin shares owned by Bogart Wealth

Quarter-by-quarter ownership of Chicago Atlantic Real Estate Fin (REFI) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Chicago Atlantic Real Estate Fin

Tip: Access up to 7 years of quarterly data

All positions including Chicago Atlantic Real Estate Fin held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chicago Atlantic Real Estate Fin by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5k 412 15.75
2023-12-31 $6.5k 400 16.18

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Exxon Mobil Corp Stock (XOM)
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Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
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Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

Top funds holding Chicago Atlantic Real Estate Fin

Vanguard Group
Emfo
HighTower Advisors
Two Sigma Investments
Two Sigma Advisers
Sage Mountain Advisors
Perritt Capital Management
Citadel Advisors
Bank of New York Mellon
Charles Schwab Investment Management
AXS Investments
Allspring Global Investments Holdings
Mariner Wealth Advisors
Commonwealth Equity Services
Connor, Clark & Lunn Investment Management

View all funds holding Chicago Atlantic Real Estate Fin