Filing Research | REFI - CHICAGO ATLANTIC REAL ESTATE Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	DOLIVER ADVISORS, LP	Shares	111.0KSH	$1.2M
2	Magnus Financial Group LLC	Shares	39.8KSH	$426.9K
3	Y-Intercept (Hong Kong) Ltd	Shares	12.3KSH	$131.6K
4	Police & Firemen's Retirement System of New Jersey	Shares	4.3KSH	$46.6K
5	GAMMA Investing LLC	Shares	1.8KSH	$19.4K
6	Triumph Capital Management	Shares	250SH	$2.7K
7	IFP Advisors, Inc	Shares	170SH	$1.8K
8	EverSource Wealth Advisors, LLC	Shares	91SH	$977
9	Allied Private Wealth LLC	Shares	70SH	$747
10	True Wealth Design, LLC	Shares	50SH	$536
11	Ares Financial Consulting, LLC	Shares	44SH	$472
12	Physician Wealth Advisors, Inc.	Shares	44SH	$472
13	Farther Finance Advisors, LLC	Shares	30SH	$322
14	SJS Investment Consulting Inc.	Shares	5SH	$54

Manager changes2026-06-30 vs 2026-03-31

14 / 14 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+12.3K	+$131.6K	$131.6K
2	Magnus Financial Group LLC added	Shares	+7.1K	+$56.3K	$426.9K
3	GAMMA Investing LLC added	Shares	+954	+$9.7K	$19.4K
4	IFP Advisors, Inc added	Shares	+166	+$1.8K	$1.8K
5	EverSource Wealth Advisors, LLC added	Shares	+64	+$672	$977
6	True Wealth Design, LLC added	Shares	+48	+$513	$536
7	Physician Wealth Advisors, Inc. new	Shares	+44	+$472	$472
8	Farther Finance Advisors, LLC new	Shares	+30	+$322	$322
9	SJS Investment Consulting Inc. new	Shares	+5	+$54	$54
10	Ares Financial Consulting, LLC unchanged	Shares	0	-$12	$472
11	Triumph Capital Management unchanged	Shares	0	-$268	$2.7K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$2.6K	$46.6K
13	Versant Capital Management, Inc exited	Shares	-521	-$5.9K	$0
14	DOLIVER ADVISORS, LP trimmed	Shares	-800	-$75.7K	$1.2M

Filing Research | REFI - CHICAGO ATLANTIC REAL ESTATE Institutional Holdings