Connor, Clark & Lunn Investment Management (CC&L)
REFI

Connor, Clark & Lunn Investment Management (CC&L)’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q1 		$1.32M Sell
116,269
-13,845
-11% -$169K ﹤0.01% 1089
2025
Q4 		$1.6M Buy
130,114
+8,168
+7% +$104K ﹤0.01% 992
2025
Q3 		$1.56M Buy
121,946
+24,896
+26% +$341K ﹤0.01% 931
2025
Q2 		$1.35M Sell
97,050
-17,148
-15% -$246K ﹤0.01% 971
2025
Q1 		$1.68M Buy
114,198
+53,498
+88% +$833K 0.01% 780
2024
Q4 		$936K Sell
60,700
-7,977
-12% -$125K ﹤0.01% 958
2024
Q3 		$1.07M Buy
68,677
+52,134
+315% +$818K 0.01% 867
2024
Q2 		$254K Sell
16,543
-15,057
-48% -$236K ﹤0.01% 1220
2024
Q1 		$498K Sell
31,600
-22,274
-41% -$357K ﹤0.01% 1112
2023
Q4 		$872K Sell
53,874
-3,496
-6% -$53.3K ﹤0.01% 897
2023
Q3 		$844K Buy
57,370
+27,132
+90% +$410K ﹤0.01% 871
2023
Q2 		$458K Buy
+30,238
New +$439K ﹤0.01% 1006

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Connor, Clark & Lunn Investment Management (CC&L)'s REFI Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Chicago Atlantic Real Estate Finance (REFI) stake by 11% in Q1 2026, selling an estimated $169K and leaving 116,269 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in REFI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q1 2025. 100 funds tracked by Wall St. Rank hold REFI as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 116,269 shares of Chicago Atlantic Real Estate Finance worth $1.32M as of Q1 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 13,845 Chicago Atlantic Real Estate Finance shares in Q1 2026, an estimated $169K.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #1089 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Chicago Atlantic Real Estate Finance in Q2 2023 and has held it in 12 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Chicago Atlantic Real Estate Finance position peaked at $1.68M in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.