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Chicago Atlantic Real Estate Fin shares owned by True Wealth Design

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

Historical chart of True Wealth Design 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 True Wealth Design 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 True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $205 16 12.81
2025-06-30 $182 13 14.00
2025-03-31 $220 15 14.73
2024-12-31 $93 6 15.50

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

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