Raymond James Financial
REFI

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

Raymond James 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
2025
Q3 		– Sell
-1,265
Closed -$17.7K – 6369
2025
Q2 		$17.7K Buy
+1,265
New +$18.2K ﹤0.01% 5654

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Vanguard Group
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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
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raymond James Financial's REFI Position: Q3 2025 in Review

Raymond James Financial sold out of Chicago Atlantic Real Estate Finance (REFI) in Q3 2025, closing a stake of 1,265 shares — an estimated $17.7K sold.

Raymond James Financial first reported a position in REFI in Q2 2025 and held it in 1 quarter. The position peaked at $17.7K in Q2 2025. 97 funds tracked by Wall St. Rank hold REFI as of Q3 2025.

  • Raymond James Financial reported no remaining Chicago Atlantic Real Estate Finance position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,265 Chicago Atlantic Real Estate Finance shares in Q3 2025, an estimated $17.7K.
  • Raymond James Financial first reported a position in Chicago Atlantic Real Estate Finance in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Chicago Atlantic Real Estate Finance position peaked at $17.7K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.