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Sage Mountain Advisors LLC → REFI

Sage Mountain Advisors LLC REFI Position History

Chicago Atlantic Real Estate Finance, Inc. • Financial Services

Quarters held
8
Latest value
$306K
Q3 2026
Peak value
$2.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.8M
Q4 2025$1.5M
Q1 2026$2M
Q1 2026$1.1M
Q2 2026$301K
Q2 2026$368K
Q3 2026$294K
Q3 2026$306K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$306K30.6K——
Q3 2026$294K30.8K——
Q2 2026$368K34.3K——
Q2 2026$301K30.8K——
Q1 2026$1.1M98.7K——
Q1 2026$2M215.6K——
Q4 2025$1.5M121.4K——
Q4 2025$2.8M268.1K——

Other funds holding REFI

Other Sage Mountain Advisors LLC positions

NOC

JANUS DETROIT STR TR

$282.6M
NOC

JANUS DETROIT STR TR

$274.5M
NOC

JANUS DETROIT STR TR

$260.5M
NOC

JANUS DETROIT STR TR

$253.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$215.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$210.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$185.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$181.9M
Sage Mountain Advisors LLC REFI Holdings: 13F Position History | Track13F