Physician Wealth Advisors, Inc.
Position in REFI — Chicago Atlantic Real Estate Finance, Inc.
CIK 1795173
MIDVALE, UT
Position in REFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$471
-$1,797 QoQ
Shares Held
44
-76.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 100 holders
Holding Since
Dec 2025
2 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, 2026Physician Wealth Advisors, Inc. holds $7,306 across 8 REIT - Mortgage names. REFI ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
100 | $1,638 | |
| 2 | IVR |
Invesco Mortgage Capital Inc.
|
185 | $1,461 | |
| 3 | ORC |
Orchid Island Capital, Inc.
|
141 | $982 | |
| 4 | ARR |
Armour Residential REIT, Inc.
|
52 | $907 | |
| 5 | KREF |
KKR Real Estate Finance Trust Inc.
|
109 | $745 | |
| 6 | NLY |
Annaly Capital Management Inc
|
30 | $670 | |
| 7 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
This page
|
44 | $471 | |
| 8 | DX |
Dynex Capital Inc
|
33 | $432 |
All Filings in REFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471 | 44 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $2,268 | 185 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||