EFS
REFI

Essex Financial Services’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Essex Financial Services’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
Q4 		– Sell
-11,721
Closed -$180K – 655
2024
Q3 		$180K Buy
+11,721
New +$184K 0.01% 603

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FCG
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State Street
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TI
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Corient Private Wealth
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Northern Trust
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Two Sigma Investments
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Essex Financial Services's REFI Position: Q4 2024 in Review

Essex Financial Services sold out of Chicago Atlantic Real Estate Finance (REFI) in Q4 2024, closing a stake of 11,721 shares — an estimated $180K sold.

Essex Financial Services first reported a position in REFI in Q3 2024 and held it in 1 quarter. The position peaked at $180K in Q3 2024. 103 funds tracked by Wall St. Rank hold REFI as of Q4 2024.

  • Essex Financial Services reported no remaining Chicago Atlantic Real Estate Finance position as of Q4 2024 after selling out during the quarter.
  • Essex Financial Services sold 11,721 Chicago Atlantic Real Estate Finance shares in Q4 2024, an estimated $180K.
  • Essex Financial Services first reported a position in Chicago Atlantic Real Estate Finance in Q3 2024 and held it in 1 quarter.
  • Essex Financial Services's Chicago Atlantic Real Estate Finance position peaked at $180K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q4 2024.

Based on Essex Financial Services's 13F filing for Q4 2024, filed 29 Jan 2025.