United Advisor Group, LLC
Position in REFI — Chicago Atlantic Real Estate Finance, Inc.
CIK 2004873
CINCINNATI, OH
Position in REFI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$354,296
+$83,182 QoQ
Shares Held
33,050
+38.0% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#33
of 100 holders
Holding Since
Sep 2024
6 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, 2026United Advisor Group, LLC holds $4,602,175 across 3 REIT - Mortgage names. REFI ranks #3 (7.7% of the industry book) .
All Filings in REFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,296 | 33,050 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $271,114 | 23,950 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $293,627 | 23,950 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $313,994 | 24,550 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $224,361 | 14,550 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $318,730 | 20,550 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||