CA
REFI

Clearstead Advisors’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Clearstead Advisors’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 		$22 Buy
+2
New +$23 ﹤0.01% 3576
2025
Q4 		– Sell
-1
Closed -$13 – 3162
2025
Q3 		$13 Buy
+1
New +$14 ﹤0.01% 3042

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Clearstead Advisors's REFI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Chicago Atlantic Real Estate Finance (REFI) in Q2 2026: 2 shares worth $22. The stake represents ﹤0.01% of the portfolio and ranks #3576 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in REFI as recently as Q3 2025.

Clearstead Advisors first reported a position in REFI in Q3 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Clearstead Advisors held 2 shares of Chicago Atlantic Real Estate Finance worth $22 as of Q2 2026.
  • Chicago Atlantic Real Estate Finance was a new Clearstead Advisors position in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3576 holding.
  • Clearstead Advisors first reported a position in Chicago Atlantic Real Estate Finance in Q3 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.