HB Wealth Management »

Chicago Atlantic Real Estate Fin shares owned by HB Wealth Management

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

Historical chart of HB Wealth 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 HB Wealth 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $160k 13k 12.79
2025-06-30 $174k 12k 13.96
2025-03-31 $183k 12k 14.70
2024-12-31 $192k 12k 15.42
2022-09-30 $288k 20k 14.40

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth 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