EF
REFI

Empowered Funds’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Empowered Funds’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 		$213K Sell
19,872
-126
-0.6% -$1.45K ﹤0.01% 1993
2026
Q1 		$226K Buy
+19,998
New +$244K ﹤0.01% 1962

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 $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

Empowered Funds's REFI Position: Q2 2026 in Review

Empowered Funds reduced its Chicago Atlantic Real Estate Finance (REFI) stake by 0.63% in Q2 2026, selling an estimated $1.45K and leaving 19,872 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Empowered Funds first reported a position in REFI in Q1 2026 and has held it in 2 quarters since. The position peaked at $226K in Q1 2026. 101 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Empowered Funds held 19,872 shares of Chicago Atlantic Real Estate Finance worth $213K as of Q2 2026.
  • Empowered Funds sold 126 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $1.45K.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1993 holding.
  • Empowered Funds first reported a position in Chicago Atlantic Real Estate Finance in Q1 2026 and has held it in 2 quarters since.
  • Empowered Funds's Chicago Atlantic Real Estate Finance position peaked at $226K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.