Stifel Financial
REFI

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

Stifel 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
Q1 		– Sell
-24,315
Closed -$393K – 3409
2023
Q4 		$393K Sell
24,315
-144
-0.6% -$2.19K ﹤0.01% 2696
2023
Q3 		$360K Buy
+24,459
New +$370K ﹤0.01% 2682

Other funds holding REFI

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Vanguard Group
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TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EL
EMFO LLC Weston, Florida $112M AUM 18.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Stifel Financial's REFI Position: Q1 2024 in Review

Stifel Financial sold out of Chicago Atlantic Real Estate Finance (REFI) in Q1 2024, closing a stake of 24,315 shares — an estimated $393K sold.

Stifel Financial first reported a position in REFI in Q3 2023 and held it in 2 quarters. The position peaked at $393K in Q4 2023. 89 funds tracked by Wall St. Rank hold REFI as of Q1 2024.

  • Stifel Financial reported no remaining Chicago Atlantic Real Estate Finance position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 24,315 Chicago Atlantic Real Estate Finance shares in Q1 2024, an estimated $393K.
  • Stifel Financial first reported a position in Chicago Atlantic Real Estate Finance in Q3 2023 and held it in 2 quarters.
  • Stifel Financial's Chicago Atlantic Real Estate Finance position peaked at $393K in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.