KPW
REFI

Kore Private Wealth’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Kore Private Wealth’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
2022
Q3 		$437K Buy
+30,356
New +$455K 0.08% 145

Other funds holding REFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EL
EMFO LLC Weston, Florida $112M AUM 18.79% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Kore Private Wealth's REFI Position: Q3 2022 in Review

Kore Private Wealth opened a new position in Chicago Atlantic Real Estate Finance (REFI) in Q3 2022: 30,356 shares worth $437K. The stake represents 0.08% of the portfolio and ranks #145 among its holdings.

46 funds tracked by Wall St. Rank hold REFI as of Q3 2022.

  • Kore Private Wealth held 30,356 shares of Chicago Atlantic Real Estate Finance worth $437K as of Q3 2022.
  • Chicago Atlantic Real Estate Finance was a new Kore Private Wealth position in Q3 2022.
  • Chicago Atlantic Real Estate Finance made up 0.08% of Kore Private Wealth's portfolio in Q3 2022, its #145 holding.
  • 46 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.