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Chicago Atlantic Real Estate Fin shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3k 185 12.26

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Chicago Atlantic Real Estate Fin

BlackRock
Vanguard Group
Fielder Capital Group
State Street Corporation
Clayton Partners
CI Private Wealth
Millennium Management
Northern Trust
Connor, Clark & Lunn Investment Management
Sage Mountain Advisors
Doliver Capital Advisors
HighTower Advisors
Penserra Capital Management
Advisor Group Holdings
Intrepid Capital Management

View all funds holding Chicago Atlantic Real Estate Fin