AIP
REFI

Ameritas Investment Partners’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Ameritas Investment Partners’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 		$14.5K Hold
1,352
– – ﹤0.01% 2908
2026
Q1 		$15.3K Hold
1,352
– – ﹤0.01% 2717
2025
Q4 		$16.6K Hold
1,352
– – ﹤0.01% 2721
2025
Q3 		$17.3K Hold
1,352
– – ﹤0.01% 2730
2025
Q2 		$18.9K Hold
1,352
– – ﹤0.01% 2690
2025
Q1 		$19.9K Hold
1,352
– – ﹤0.01% 2560
2024
Q4 		$20.8K Hold
1,352
– – ﹤0.01% 2615
2024
Q3 		$21K Hold
1,352
– – ﹤0.01% 2631
2024
Q2 		$20.8K Hold
1,352
– – ﹤0.01% 2591
2024
Q1 		$21.3K Hold
1,352
– – ﹤0.01% 2539
2023
Q4 		$21.9K Hold
1,352
– – ﹤0.01% 2549
2023
Q3 		$19.9K Hold
1,352
– – ﹤0.01% 2539
2023
Q2 		$20.5K Buy
1,352
+902
+200% +$13.1K ﹤0.01% 2554
2023
Q1 		$6.08K Hold
450
– – ﹤0.01% 2833
2022
Q4 		$6.92K Hold
450
– – ﹤0.01% 2876
2022
Q3 		$6K Hold
450
– – ﹤0.01% 2900
2022
Q2 		$6K Hold
450
– – ﹤0.01% 2941
2022
Q1 		$8K Buy
+450
New +$8.34K ﹤0.01% 2863

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 27.94% 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

Ameritas Investment Partners's REFI Position: Q2 2026 in Review

Ameritas Investment Partners held its Chicago Atlantic Real Estate Finance (REFI) position steady in Q2 2026 at 1,352 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

Ameritas Investment Partners first reported a position in REFI in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.9K in Q4 2023. 101 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Ameritas Investment Partners held 1,352 shares of Chicago Atlantic Real Estate Finance worth $14.5K as of Q2 2026.
  • Ameritas Investment Partners left its Chicago Atlantic Real Estate Finance share count unchanged in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2908 holding.
  • Ameritas Investment Partners first reported a position in Chicago Atlantic Real Estate Finance in Q1 2022 and has held it in 18 quarters since.
  • Ameritas Investment Partners's Chicago Atlantic Real Estate Finance position peaked at $21.9K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.