PWA
REFI

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

Physician Wealth 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
Q2 		$472 Buy
+44
New +$505 ﹤0.01% 2161
2026
Q1 		– Sell
-185
Closed -$2.27K – 2203
2025
Q4 		$2.27K Buy
+185
New +$2.36K ﹤0.01% 1229

Other funds holding REFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Physician Wealth Advisors's REFI Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Chicago Atlantic Real Estate Finance (REFI) in Q2 2026: 44 shares worth $472. The stake represents ﹤0.01% of the portfolio and ranks #2161 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in REFI as recently as Q4 2025.

Physician Wealth Advisors first reported a position in REFI in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.27K in Q4 2025. 101 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Physician Wealth Advisors held 44 shares of Chicago Atlantic Real Estate Finance worth $472 as of Q2 2026.
  • Chicago Atlantic Real Estate Finance was a new Physician Wealth Advisors position in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2161 holding.
  • Physician Wealth Advisors first reported a position in Chicago Atlantic Real Estate Finance in Q4 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Chicago Atlantic Real Estate Finance position peaked at $2.27K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.