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REFI

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

NewEdge 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
2025
Q1 		– Sell
-8
Closed -$123 – 4085
2024
Q4 		$123 Hold
8
– – ﹤0.01% 3771
2024
Q3 		$124 Hold
8
– – ﹤0.01% 3710
2024
Q2 		$123 Buy
+8
New +$125 ﹤0.01% 3680

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FCG
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State Street
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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
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

NewEdge Advisors's REFI Position: Q1 2025 in Review

NewEdge Advisors sold out of Chicago Atlantic Real Estate Finance (REFI) in Q1 2025, closing a stake of 8 shares — an estimated $123 sold.

NewEdge Advisors first reported a position in REFI in Q2 2024 and held it in 3 quarters. The position peaked at $124 in Q3 2024. 109 funds tracked by Wall St. Rank hold REFI as of Q1 2025.

  • NewEdge Advisors reported no remaining Chicago Atlantic Real Estate Finance position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 8 Chicago Atlantic Real Estate Finance shares in Q1 2025, an estimated $123.
  • NewEdge Advisors first reported a position in Chicago Atlantic Real Estate Finance in Q2 2024 and held it in 3 quarters.
  • NewEdge Advisors's Chicago Atlantic Real Estate Finance position peaked at $124 in Q3 2024.
  • 109 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.