APW
REFI

Allied Private Wealth’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Allied Private Wealth’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$747 Buy
+70
New +$804 ﹤0.01% 830

Other funds holding REFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allied Private Wealth's REFI Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Chicago Atlantic Real Estate Finance (REFI) in Q2 2026: 70 shares worth $747. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings.

101 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Allied Private Wealth held 70 shares of Chicago Atlantic Real Estate Finance worth $747 as of Q2 2026.
  • Chicago Atlantic Real Estate Finance was a new Allied Private Wealth position in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #830 holding.
  • 101 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.