GAFA
REFI

Garton & Associates Financial Advisors’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-4,300
Closed -$52.7K – 571
2025
Q4 		$52.7K Buy
+4,300
New +$54.9K 0.03% 361

Other funds holding REFI

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Vanguard Capital Management
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State Street
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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Garton & Associates Financial Advisors's REFI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Chicago Atlantic Real Estate Finance (REFI) in Q1 2026, closing a stake of 4,300 shares — an estimated $52.7K sold.

Garton & Associates Financial Advisors first reported a position in REFI in Q4 2025 and held it in 1 quarter. The position peaked at $52.7K in Q4 2025. 100 funds tracked by Wall St. Rank hold REFI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Chicago Atlantic Real Estate Finance position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 4,300 Chicago Atlantic Real Estate Finance shares in Q1 2026, an estimated $52.7K.
  • Garton & Associates Financial Advisors first reported a position in Chicago Atlantic Real Estate Finance in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Chicago Atlantic Real Estate Finance position peaked at $52.7K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.