Westside Investment Management, Inc.
Position in REFI — Chicago Atlantic Real Estate Finance, Inc.
CIK 1538383
SANTA MONICA, CA
Position in REFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,360
-$300 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 100 holders
Holding Since
Mar 2024
10 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, 2026Westside Investment Management, Inc. holds $16,742 across 2 REIT - Mortgage names. REFI ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABR |
Arbor Realty Trust Inc
|
2,100 | $11,382 | |
| 2 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
This page
|
500 | $5,360 |
All Filings in REFI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,360 | 500 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,660 | 500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,130 | 500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,395 | 500 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,980 | 500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,350 | 500 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $7,710 | 500 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,755 | 500 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $4,608 | 300 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,731 | 300 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||