CHARLES SCHWAB INVESTMENT MANAGEMENT INC - CHICAGO ATLANTIC REAL ESTATE ownership

Quarter-by-quarter ownership
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of CHICAGO ATLANTIC REAL ESTATE
ValueSharesWeighting
Q3 2023$714,038
+17.1%
48,508
+20.5%
0.00%
Q2 2023$609,818
+263.3%
40,252
+223.9%
0.00%
Q1 2023$167,875
-24.9%
12,426
-16.2%
0.00%
Q4 2022$223,413
+4.4%
14,8250.0%0.00%
Q3 2022$214,000
-21.3%
14,825
-17.7%
0.00%
Q2 2022$272,000
-5.2%
18,022
+11.7%
0.00%
Q1 2022$287,00016,1340.00%
Other shareholders
CHICAGO ATLANTIC REAL ESTATE shareholders Q4 2023
NameSharesValueWeighting ↓
EMFO, LLC 298,403$4,392,4934.14%
INTREPID CAPITAL MANAGEMENT INC 173,001$2,546,5751.76%
PERRITT CAPITAL MANAGEMENT INC 66,034$972,0200.56%
AdvisorShares Investments LLC 80,449$1,184,2090.32%
AXS Investments LLC 48,100$708,0320.18%
PBMares Wealth Management LLC 30,110$443,2190.16%
Sage Mountain Advisors LLC 54,029$795,3010.11%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,217$1650.06%
Dakota Wealth Management 13,273$195,3770.01%
TIEDEMANN ADVISORS, LLC 12,591$191,2510.01%
View complete list of CHICAGO ATLANTIC REAL ESTATE shareholders