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ORG Partners’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

ORG Partners’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
-85
Closed -$1.31K – 1563
2024
Q4 		$1.31K Hold
85
– – ﹤0.01% 1119
2024
Q3 		$1.32K Buy
+85
New +$1.33K ﹤0.01% 975

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FCG
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 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 $860B AUM 41.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ORG Partners's REFI Position: Q1 2025 in Review

ORG Partners sold out of Chicago Atlantic Real Estate Finance (REFI) in Q1 2025, closing a stake of 85 shares — an estimated $1.31K sold.

ORG Partners first reported a position in REFI in Q3 2024 and held it in 2 quarters. The position peaked at $1.32K in Q3 2024. 109 funds tracked by Wall St. Rank hold REFI as of Q1 2025.

  • ORG Partners reported no remaining Chicago Atlantic Real Estate Finance position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 85 Chicago Atlantic Real Estate Finance shares in Q1 2025, an estimated $1.31K.
  • ORG Partners first reported a position in Chicago Atlantic Real Estate Finance in Q3 2024 and held it in 2 quarters.
  • ORG Partners's Chicago Atlantic Real Estate Finance position peaked at $1.32K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.