AFC
REFI

Ares Financial Consulting’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Ares Financial Consulting’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 		$472 Hold
44
– – ﹤0.01% 1089
2026
Q1 		$484 Hold
44
– – ﹤0.01% 1018
2025
Q4 		$539 Buy
+44
New +$562 ﹤0.01% 846

Other funds holding REFI

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Ares Financial Consulting's REFI Position: Q2 2026 in Review

Ares Financial Consulting held its Chicago Atlantic Real Estate Finance (REFI) position steady in Q2 2026 at 44 shares worth $472. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Ares Financial Consulting first reported a position in REFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $539 in Q4 2025. 28 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Ares Financial Consulting held 44 shares of Chicago Atlantic Real Estate Finance worth $472 as of Q2 2026.
  • Ares Financial Consulting left its Chicago Atlantic Real Estate Finance share count unchanged in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #1089 holding.
  • Ares Financial Consulting first reported a position in Chicago Atlantic Real Estate Finance in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Chicago Atlantic Real Estate Finance position peaked at $539 in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.