AI
REFI

Atom Investors’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Atom Investors’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 		$454K Buy
+42,314
New +$486K 0.04% 585
2025
Q3 		– Sell
-25,764
Closed -$360K – 778
2025
Q2 		$360K Buy
25,764
+2,734
+12% +$39.3K 0.03% 404
2025
Q1 		$339K Sell
23,030
-1,069
-4% -$16.7K 0.04% 353
2024
Q4 		$372K Buy
+24,099
New +$379K 0.05% 343

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 $72.2B AUM 27.85% 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

Atom Investors's REFI Position: Q2 2026 in Review

Atom Investors opened a new position in Chicago Atlantic Real Estate Finance (REFI) in Q2 2026: 42,314 shares worth $454K. The stake represents 0.04% of the portfolio and ranks #585 among its holdings. This is a return to the name: Atom Investors previously reported a position in REFI as recently as Q2 2025.

Atom Investors first reported a position in REFI in Q4 2024 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Atom Investors held 42,314 shares of Chicago Atlantic Real Estate Finance worth $454K as of Q2 2026.
  • Chicago Atlantic Real Estate Finance was a new Atom Investors position in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up 0.04% of Atom Investors's portfolio in Q2 2026, its #585 holding.
  • Atom Investors first reported a position in Chicago Atlantic Real Estate Finance in Q4 2024 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.