Alera Investment Advisors’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Alera Investment Advisors’s Portfolio REFI Stock Details REFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$206K	Buy	+13,289	New	+$208K	0.02%	271

Other funds holding REFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

ICM

Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return

Alera Investment Advisors's REFI Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Chicago Atlantic Real Estate Finance (REFI) in Q3 2024: 13,289 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #271 among its holdings.

98 funds tracked by Wall St. Rank hold REFI as of Q3 2024.

Alera Investment Advisors held 13,289 shares of Chicago Atlantic Real Estate Finance worth $206K as of Q3 2024.
Chicago Atlantic Real Estate Finance was a new Alera Investment Advisors position in Q3 2024.
Chicago Atlantic Real Estate Finance made up 0.02% of Alera Investment Advisors's portfolio in Q3 2024, its #271 holding.
98 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.