FFO
REFI

Fortitude Family Office’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Fortitude Family Office’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
2025
Q2 		– Sell
-249
Closed -$3.66K – 2114
2025
Q1 		$3.66K Hold
249
– – ﹤0.01% 801
2024
Q4 		$3.84K Buy
+249
New +$3.92K ﹤0.01% 905
2024
Q1 		– Sell
-458
Closed -$7.41K – 1062
2023
Q4 		$7.41K Buy
+458
New +$6.98K 0.01% 486

Other funds holding REFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortitude Family Office's REFI Position: Q2 2025 in Review

Fortitude Family Office sold out of Chicago Atlantic Real Estate Finance (REFI) in Q2 2025, closing a stake of 249 shares — an estimated $3.66K sold.

Fortitude Family Office first reported a position in REFI in Q4 2023 and held it in 3 quarters. The position peaked at $7.41K in Q4 2023. 95 funds tracked by Wall St. Rank hold REFI as of Q2 2025.

  • Fortitude Family Office reported no remaining Chicago Atlantic Real Estate Finance position as of Q2 2025 after selling out during the quarter.
  • Fortitude Family Office sold 249 Chicago Atlantic Real Estate Finance shares in Q2 2025, an estimated $3.66K.
  • Fortitude Family Office first reported a position in Chicago Atlantic Real Estate Finance in Q4 2023 and held it in 3 quarters.
  • Fortitude Family Office's Chicago Atlantic Real Estate Finance position peaked at $7.41K in Q4 2023.
  • 95 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.