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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Stock index based on fund manager consensus updated each quarter
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REFI
Corient Private Wealth’s
Chicago Atlantic Real Estate Finance
REFI
Stock Holding History
Corient Private Wealth’s Portfolio
REFI Stock Details
REFI Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.77M
Sell
2025
Q4
$4.97M
Buy
2025
Q3
$2.84M
Sell
2025
Q2
$3.29M
Sell
2025
Q1
$3.53M
Buy
2024
Q4
$3.7M
Sell
2024
Q3
$4.45M
Buy
2023
Q2
–
Sell
2023
Q1
$410K
Hold
2022
Q4
$457K
Buy
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Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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