Prudential Financial
REFI

Prudential Financial’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-20,161
Closed -$313K – 2603
2024
Q3 		$313K Buy
20,161
+3,800
+23% +$59.6K ﹤0.01% 2386
2024
Q2 		$251K Sell
16,361
-3,400
-17% -$53.2K ﹤0.01% 2414
2024
Q1 		$312K Buy
19,761
+5,300
+37% +$84.8K ﹤0.01% 2324
2023
Q4 		$234K Buy
+14,461
New +$220K ﹤0.01% 2393

Other funds holding REFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Prudential Financial's REFI Position: Q4 2024 in Review

Prudential Financial sold out of Chicago Atlantic Real Estate Finance (REFI) in Q4 2024, closing a stake of 20,161 shares — an estimated $313K sold.

Prudential Financial first reported a position in REFI in Q4 2023 and held it in 4 quarters. The position peaked at $313K in Q3 2024. 103 funds tracked by Wall St. Rank hold REFI as of Q4 2024.

  • Prudential Financial reported no remaining Chicago Atlantic Real Estate Finance position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 20,161 Chicago Atlantic Real Estate Finance shares in Q4 2024, an estimated $313K.
  • Prudential Financial first reported a position in Chicago Atlantic Real Estate Finance in Q4 2023 and held it in 4 quarters.
  • Prudential Financial's Chicago Atlantic Real Estate Finance position peaked at $313K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.