Magnus Financial Group LLC

Position in REFI — Chicago Atlantic Real Estate Finance, Inc.

CIK 1765216 NEW YORK, NY

Position in REFI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$426,848

+$56,322 QoQ

Shares Held

39,818

+21.6% QoQ

Ownership

0.155%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#28

of 100 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Magnus Financial Group LLC holds $1,465,043 across 4 REIT - Mortgage names. REFI ranks #1 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	REFI	Chicago Atlantic Real Estate Finance, Inc. This page	39,818	$426,848
2	FBRT	Franklin BSP Realty Trust, Inc.	48,452	$394,399
3	AGNC	AGNC Investment Corp.	32,712	$356,560
4	NLY	Annaly Capital Management Inc	12,846	$287,236

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,848	39,818	+21.6%	Shares	Sole	2026-07-09
2026-03-31	$370,526	32,732	+0.3%	Shares	Sole	2026-04-10
2025-12-31	$399,994	32,626	-6.3%	Shares	Sole	2026-01-07
2025-09-30	$445,271	34,814	+0.2%	Shares	Sole	2025-10-28
2025-06-30	$485,026	34,744	-1.9%	Shares	Sole	2025-07-16
2025-03-31	$520,762	35,426	+7.5%	Shares	Sole	2025-04-11
2024-12-31	$508,274	32,962	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.