MML INVESTORS SERVICES, LLC
Position in REFI — Chicago Atlantic Real Estate Finance, Inc.
CIK 701059
SPRINGFIELD, MA
Position in REFI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$241,510
+$106,191 QoQ
Shares Held
22,529
+88.5% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 100 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in REFI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $15,368,750 across 12 REIT - Mortgage names. REFI ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
240,672 | $5,381,425 | |
| 2 | AGNC |
AGNC Investment Corp.
|
493,370 | $5,377,733 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
77,956 | $1,276,919 | |
| 4 | RITM |
Rithm Capital Corp.
|
87,652 | $823,052 | |
| 5 | LADR |
Ladder Capital Corp
|
73,271 | $729,046 | |
| 6 | DX |
Dynex Capital Inc
|
40,904 | $536,251 | |
| 7 | MFA |
Mfa Financial, Inc.
|
31,522 | $305,448 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
15,258 | $266,252 |
All Filings in REFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,510 | 22,529 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $135,319 | 11,954 | Shares | Defined | 2026-05-04 | |
| 2025-09-30 | $146,292 | 11,438 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||