Ameritas Investment Partners, Inc.
Position in REFI — Chicago Atlantic Real Estate Finance, Inc.
CIK 1055980
LINCOLN, NE
Position in REFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,493
-$811 QoQ
Shares Held
1,352
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
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, 2026Ameritas Investment Partners, Inc. holds $6,409,166 across 31 REIT - Mortgage names. REFI ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
134,859 | $3,015,447 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
65,530 | $1,073,381 | |
| 3 | DX |
Dynex Capital Inc
|
19,920 | $261,151 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
14,666 | $248,588 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
11,548 | $201,512 | |
| 6 | EFC |
Ellington Financial Inc.
|
11,318 | $154,037 | |
| 7 | ORC |
Orchid Island Capital, Inc.
|
18,681 | $130,206 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
11,675 | $124,689 |
All Filings in REFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,493 | 1,352 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $15,304 | 1,352 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $16,575 | 1,352 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $17,292 | 1,352 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $18,873 | 1,352 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $19,874 | 1,352 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $20,847 | 1,352 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $20,969 | 1,352 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $20,766 | 1,352 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $21,321 | 1,352 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $21,875 | 1,352 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $19,901 | 1,352 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $20,482 | 1,352 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $6,079 | 450 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $6,781 | 450 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $6,484 | 450 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $6,777 | 450 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $7,978 | 450 | Shares | Other | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||