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Chicago Atlantic Real Estate Fin shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.3k 164 13.96
2024-12-31 $40k 2.6k 15.42
2024-09-30 $55k 3.6k 15.51

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

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