IFP Advisors, Inc
Position in REFI — Chicago Atlantic Real Estate Finance, Inc.
CIK 1641866
TAMPA, FL
Position in REFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,822
+$1,777 QoQ
Shares Held
170
+4150.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 100 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in REFI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $2,377,899 across 36 REIT - Mortgage names. REFI ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
28,559 | $638,579 | |
| 2 | AGNC |
AGNC Investment Corp.
|
57,505 | $626,804 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
|
60,872 | $480,888 | |
| 4 | CIM |
Chimera Investment Corp
|
10,412 | $138,896 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
7,887 | $129,189 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
6,041 | $102,394 | |
| 7 | RITM |
Rithm Capital Corp.
|
8,529 | $80,087 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
6,202 | $33,800 |
All Filings in REFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,822 | 170 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $45 | 4 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,206 | 180 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,903 | 227 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,210 | 230 | Shares | Sole | 2025-07-24 | |
| 2022-12-31 | $16,577 | 1,100 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||