FFA
REFI

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

Farther Finance 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
2026
Q3 		$982 Buy
98
+68
+227% +$717 ﹤0.01% 5590
2026
Q2 		$322 Buy
+30
New +$345 ﹤0.01% 5621
2026
Q1 		– Sell
-4
Closed -$49 – 5874
2025
Q4 		$49 Buy
+4
New +$51 ﹤0.01% 5353
2025
Q3 		– Sell
-387
Closed -$5.4K – 5057
2025
Q2 		$5.4K Sell
387
-143
-27% -$2.05K ﹤0.01% 3330
2025
Q1 		$7.84K Buy
530
+41
+8% +$639 ﹤0.01% 2853
2024
Q4 		$7.54K Buy
489
+102
+26% +$1.6K ﹤0.01% 2489
2024
Q3 		$6K Hold
387
– – ﹤0.01% 2573
2024
Q2 		$5.82K Buy
+387
New +$6.05K ﹤0.01% 2334

Other funds holding REFI

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's REFI Position: Q3 2026 in Review

Farther Finance Advisors increased its Chicago Atlantic Real Estate Finance (REFI) stake by 227% in Q3 2026, buying an estimated $717 and bringing the position to 98 shares worth $982. The position accounts for ﹤0.01% of the portfolio, ranked #5590.

Farther Finance Advisors first reported a position in REFI in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.84K in Q1 2025. 5 funds tracked by Wall St. Rank hold REFI as of Q3 2026.

  • Farther Finance Advisors held 98 shares of Chicago Atlantic Real Estate Finance worth $982 as of Q3 2026.
  • Farther Finance Advisors bought 68 Chicago Atlantic Real Estate Finance shares in Q3 2026, an estimated $717.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5590 holding.
  • Farther Finance Advisors first reported a position in Chicago Atlantic Real Estate Finance in Q2 2024 and has held it in 8 quarters since.
  • Farther Finance Advisors's Chicago Atlantic Real Estate Finance position peaked at $7.84K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.