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Chicago Atlantic Real Estate Fin shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1k 195 10.72

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Top funds holding Chicago Atlantic Real Estate Fin

BlackRock
Fielder Capital Group
Vanguard Capital Management
State Street Corporation
Segall Bryant & Hamill
CDC Financial
Clayton Partners
CI Private Wealth
Northern Trust
Vanguard Portfolio Management
Vanguard Fiduciary Trust
Connor, Clark & Lunn Investment Management
Doliver Capital Advisors
Penserra Capital Management
Advisor Group Holdings

View all funds holding Chicago Atlantic Real Estate Fin