EVERETT HARRIS & CO /CA/
Position in REFI — Chicago Atlantic Real Estate Finance, Inc.
CIK 1009254
LOS ANGELES, CA
Position in REFI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$197,248
-$11,040 QoQ
Shares Held
18,400
0.0% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 100 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in REFI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026EVERETT HARRIS & CO /CA/ holds $197,248 across 1 REIT - Mortgage name. REFI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
This page
|
18,400 | $197,248 |
All Filings in REFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,248 | 18,400 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $208,288 | 18,400 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $226,810 | 18,500 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $236,615 | 18,500 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $258,260 | 18,500 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $360,150 | 24,500 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $377,790 | 24,500 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $379,995 | 24,500 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $376,320 | 24,500 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $386,365 | 24,500 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $396,410 | 24,500 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $360,640 | 24,500 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $371,175 | 24,500 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $330,995 | 24,500 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $369,215 | 24,500 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $353,045 | 24,500 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $316,260 | 21,000 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $372,330 | 21,000 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||