CFM
REFI

Cornerstone Financial Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Cornerstone Financial Management’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 		– Sell
-39
Closed -$478 – 1369
2025
Q4 		$478 Buy
+39
New +$498 ﹤0.01% 1193

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Cornerstone Financial Management's REFI Position: Q1 2026 in Review

Cornerstone Financial Management sold out of Chicago Atlantic Real Estate Finance (REFI) in Q1 2026, closing a stake of 39 shares — an estimated $478 sold.

Cornerstone Financial Management first reported a position in REFI in Q4 2025 and held it in 1 quarter. The position peaked at $478 in Q4 2025. 100 funds tracked by Wall St. Rank hold REFI as of Q1 2026.

  • Cornerstone Financial Management reported no remaining Chicago Atlantic Real Estate Finance position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Financial Management sold 39 Chicago Atlantic Real Estate Finance shares in Q1 2026, an estimated $478.
  • Cornerstone Financial Management first reported a position in Chicago Atlantic Real Estate Finance in Q4 2025 and held it in 1 quarter.
  • Cornerstone Financial Management's Chicago Atlantic Real Estate Finance position peaked at $478 in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q1 2026.

Based on Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.