O'shaughnessy Asset Management »

Chicago Atlantic Real Estate Fin shares owned by O'shaughnessy Asset Management

Quarter-by-quarter ownership of Chicago Atlantic Real Estate Fin (REFI) shares owned by O'shaughnessy Asset Management from 13F filings

Historical chart of O'shaughnessy Asset Management 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 O'shaughnessy Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Chicago Atlantic Real Estate Fin by O'shaughnessy Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $271k 17k 16.18
2023-09-30 $243k 17k 14.72
2023-06-30 $221k 15k 15.15

More positions owned by O'shaughnessy Asset Management

Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
Builders FirstSource (BLDR)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Marathon Petroleum Corp (MPC)
Ishares Tr Core Us Aggbd Et (AGG)
Altria (MO)
Comcast Corp Cl A (CMCSA)
Ishares Tr Short Treas Bd (SHV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Kla Corp Com New (KLAC)
American Intl Group Com New (AIG)

View all positions for O'shaughnessy Asset Management

Top funds holding Chicago Atlantic Real Estate Fin

BlackRock
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

View all funds holding Chicago Atlantic Real Estate Fin