Stock Transactions — CHICAGO ATLANTIC REAL ESTATE

Total Bought
1,244,173
52 transactions
Total Sold
353,714
38 transactions
Net
+890,459
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
INTREPID CAPITAL MANAGEMENT INC117,909711,127+593,2181.015.58+4.57buy
STATE STREET CORP400,790528,274+127,4840.000.00+0.00buy
Allspring Global Investments Holdings, LLC35,177120,576+85,3990.000.00+0.00buy
Penserra Capital Management LLC29,07286,680+57,6080.010.02+0.01buy
Fielder Capital Group LLC619,681674,286+54,6053.183.24+0.07buy
Magnus Financial Group LLC032,962+32,9620.000.05+0.05buy
JPMORGAN CHASE & CO34,07465,465+31,3910.000.00+0.00buy
Atom Investors LP024,099+24,0990.000.05+0.05buy
VANGUARD GROUP INC881,497904,895+23,3980.000.00-0.00buy
Savant Capital, LLC020,712+20,7120.000.00+0.00buy
Cubist Systematic Strategies, LLC019,760+19,7600.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC32,06348,957+16,8940.000.00+0.00buy
Catalina Capital Group, LLC016,438+16,4380.000.08+0.08buy
DOLIVER ADVISORS, LP11,00027,438+16,4380.050.12+0.07buy
Orion Porfolio Solutions, LLC10,07625,168+15,0920.000.00+0.00buy
NORTHERN TRUST CORP136,691149,804+13,1130.000.00-0.00buy
HB Wealth Management, LLC012,418+12,4180.000.00+0.00buy
Bleakley Financial Group, LLC010,607+10,6070.000.00+0.00buy
TOWNSQUARE CAPITAL LLC10,44019,647+9,2070.000.00+0.00buy
SG Americas Securities, LLC07,739+7,7390.000.00+0.00buy
Sage Mountain Advisors LLC116,603122,932+6,3290.150.14-0.02buy
OSAIC HOLDINGS, INC.06,093+6,0930.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS05,581+5,5810.000.00+0.00buy
DEUTSCHE BANK AG\4,9889,557+4,5690.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/33,00637,460+4,4540.000.00+0.00buy
Tidal Investments LLC485,610489,926+4,3160.080.06-0.02buy
BARCLAYS PLC22,14326,127+3,9840.000.00+0.00buy
Quantbot Technologies LP02,631+2,6310.000.00+0.00buy
WELLS FARGO & COMPANY/MN7,76210,194+2,4320.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC48,97851,332+2,3540.000.00+0.00buy
HighTower Advisors, LLC76,41878,566+2,1480.000.00-0.00buy
COMMONWEALTH EQUITY SERVICES, LLC42,81744,659+1,8420.000.00+0.00buy
MAI Capital Management01,500+1,5000.000.00+0.00buy
FMR LLC3881,535+1,1470.000.00+0.00buy
Tower Research Capital LLC (TRC)1,8292,667+8380.000.00+0.00buy
Russell Investments Group, Ltd.2,4883,321+8330.000.00+0.00buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE21,68422,371+6870.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC12,31912,982+6630.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,1849,740+5560.000.00-0.00buy
Point72 Asia (Singapore) Pte. Ltd.0507+5070.000.00+0.00buy
Sterling Capital Management LLC54543+4890.000.00+0.00buy
AlTi Global, Inc.14,18214,605+4230.010.01+0.00buy
MARTINGALE ASSET MANAGEMENT L P18,04518,340+2950.010.01+0.00buy
Fortitude Family Office, LLC0249+2490.000.00+0.00buy
HARBOR CAPITAL ADVISORS, INC.183340+1570.000.00+0.00buy
JONES FINANCIAL COMPANIES LLLP0139+1390.000.00+0.00buy
GAMMA Investing LLC189301+1120.000.00+0.00buy
Farther Finance Advisors, LLC387489+1020.000.00+0.00buy
Larson Financial Group LLC723791+680.000.00-0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1,2251,292+670.000.00+0.00buy
EverSource Wealth Advisors, LLC020+200.000.00+0.00buy
True Wealth Design, LLC06+60.000.00+0.00buy
EVERETT HARRIS & CO /CA/24,50024,50000.000.00+0.00hold
Ameritas Investment Partners, Inc.1,3521,35200.000.00-0.00hold
ALLIANCEBERNSTEIN L.P.14,94014,94000.000.00+0.00hold
DUMONT & BLAKE INVESTMENT ADVISORS LLC11,21711,21700.050.05+0.00hold
MetLife Investment Management, LLC9,9609,96000.000.00-0.00hold
Westside Investment Management, Inc.50050000.000.00-0.00hold
NewEdge Advisors, LLC8800.000.00-0.00hold
Parallel Advisors, LLC84084000.000.00-0.00hold
SlateStone Wealth, LLC12,41612,41600.020.02+0.00hold
Geneos Wealth Management Inc.2,0002,00000.000.00-0.00hold
PBMares Wealth Management LLC30,81030,81000.100.10-0.00hold
ORG Partners LLC858500.000.00-0.00hold
Federation des caisses Desjardins du Quebec50050000.000.00+0.00hold
HUNTINGTON NATIONAL BANK23023000.000.00-0.00hold
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0000.000.000.00hold
Legal & General Group Plc4,3844,38400.000.00-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND6,0386,03800.000.00-0.00hold
STRS OHIO3,2003,20000.000.00+0.00hold
AMALGAMATED BANK55955900.000.00-0.00hold
NISA INVESTMENT ADVISORS, LLC5,1805,18000.000.00-0.00hold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO60-60.000.00-0.00sell
Covestor Ltd10599-60.000.00-0.00sell
CWM, LLC190177-130.000.00-0.00sell
Capital Advisors, Ltd. LLC568539-290.000.00-0.00sell
Arax Advisory Partners183150-330.000.00-0.00sell
Gladstone Institutional Advisory LLC32,47532,435-400.020.02-0.00sell
Cornerstone Planning Group LLC8235-470.000.00-0.00sell
RHUMBLINE ADVISERS24,61824,559-590.000.00-0.00sell
Smartleaf Asset Management LLC1110-1110.000.00-0.00sell
ROYAL BANK OF CANADA14,83014,688-1420.000.00-0.00sell
Jaffetilchin Investment Partners, LLC3000-3000.000.00-0.00sell
Corebridge Financial, Inc.9,0408,636-4040.000.00-0.00sell
Bank of New York Mellon Corp45,56645,090-4760.000.00-0.00sell
GeoWealth Management, LLC3,5682,576-9920.000.00-0.00sell
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,0000-1,0000.000.000.00sell
BALDWIN WEALTH PARTNERS LLC/MA1,3960-1,3960.000.00-0.00sell
TWO SIGMA INVESTMENTS, LP130,210128,738-1,4720.000.00-0.00sell
Mariner, LLC24,89022,978-1,9120.000.00-0.00sell
State of Wyoming3,2070-3,2070.010.00-0.01sell
CITIGROUP INC22,07818,664-3,4140.000.00-0.00sell
PERRITT CAPITAL MANAGEMENT INC59,07954,113-4,9660.470.43-0.04sell
United Advisor Group, LLC20,55014,550-6,0000.070.04-0.03sell
Connor, Clark & Lunn Investment Management Ltd.68,67760,700-7,9770.010.00-0.00sell
AdvisorShares Investments LLC85,36176,811-8,5500.250.23-0.03sell
RENAISSANCE TECHNOLOGIES LLC98,00687,686-10,3200.000.00-0.00sell
JANUS HENDERSON GROUP PLC10,3440-10,3440.000.00-0.00sell
MERCER GLOBAL ADVISORS INC /ADV10,8000-10,8000.000.00-0.00sell
STATE OF WISCONSIN INVESTMENT BOARD11,3000-11,3000.000.00-0.00sell
Page 1 of 2