Envestnet Asset Management
REFI

Envestnet Asset Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Envestnet Asset 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
Q2 		$207K Buy
19,349
+8,244
+74% +$94.7K ﹤0.01% 4629
2026
Q1 		$126K Buy
+11,105
New +$135K ﹤0.01% 4596
2025
Q4 		– Sell
-10,650
Closed -$136K – 4631
2025
Q3 		$136K Buy
+10,650
New +$146K ﹤0.01% 4388

Other funds holding REFI

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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management's REFI Position: Q2 2026 in Review

Envestnet Asset Management increased its Chicago Atlantic Real Estate Finance (REFI) stake by 74% in Q2 2026, buying an estimated $94.7K and bringing the position to 19,349 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #4629.

Envestnet Asset Management first reported a position in REFI in Q3 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Envestnet Asset Management held 19,349 shares of Chicago Atlantic Real Estate Finance worth $207K as of Q2 2026.
  • Envestnet Asset Management bought 8,244 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $94.7K.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4629 holding.
  • Envestnet Asset Management first reported a position in Chicago Atlantic Real Estate Finance in Q3 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.