TA
REFI

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

Tiedemann 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
2023
Q3 		$191K Buy
12,591
+376
+3% +$5.68K 0.01% 263
2023
Q2 		$191K Buy
12,215
+404
+3% +$5.87K 0.01% 245
2023
Q1 		$165K Hold
11,811
– – 0.01% 233
2022
Q4 		$187K Hold
11,811
– – 0.01% 226
2022
Q3 		$176K Buy
+11,811
New +$177K 0.01% 219

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
EL
EMFO LLC Weston, Florida $112M AUM 18.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tiedemann Advisors's REFI Position: Q3 2023 in Review

Tiedemann Advisors increased its Chicago Atlantic Real Estate Finance (REFI) stake by 3.1% in Q3 2023, buying an estimated $5.68K and bringing the position to 12,591 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #263.

Tiedemann Advisors first reported a position in REFI in Q3 2022 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold REFI as of Q3 2023.

  • Tiedemann Advisors held 12,591 shares of Chicago Atlantic Real Estate Finance worth $191K as of Q3 2023.
  • Tiedemann Advisors bought 376 Chicago Atlantic Real Estate Finance shares in Q3 2023, an estimated $5.68K.
  • Chicago Atlantic Real Estate Finance made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #263 holding.
  • Tiedemann Advisors first reported a position in Chicago Atlantic Real Estate Finance in Q3 2022 and has held it in 5 quarters since.
  • 73 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.