Cerity Partners
REFI

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

Cerity 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 		$205K Buy
+19,120
New +$220K ﹤0.01% 3040

Other funds holding REFI

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Vanguard Capital Management
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State Street
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SBH
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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

Cerity Partners's REFI Position: Q2 2026 in Review

Cerity Partners opened a new position in Chicago Atlantic Real Estate Finance (REFI) in Q2 2026: 19,120 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #3040 among its holdings.

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

  • Cerity Partners held 19,120 shares of Chicago Atlantic Real Estate Finance worth $205K as of Q2 2026.
  • Chicago Atlantic Real Estate Finance was a new Cerity Partners position in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3040 holding.
  • 101 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.