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Chicago Atlantic Real Estate Fin shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 4.5k 12.79
2025-06-30 $94k 6.7k 13.96
2025-03-31 $3.1k 214 14.70
2024-12-31 $308 20 15.40

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View all positions for EverSource Wealth Advisors

Top funds holding Chicago Atlantic Real Estate Fin

BlackRock
Vanguard Group
Fielder Capital Group
State Street Corporation
CI Private Wealth
Intrepid Capital Management
Van Eck Associates Corp.
Millennium Management
Sage Mountain Advisors
Northern Trust
Clayton Partners
Connor, Clark & Lunn Investment Management
Doliver Capital Advisors
Renaissance Technologies
HighTower Advisors

View all funds holding Chicago Atlantic Real Estate Fin