GI
REFI

GAMMA Investing’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

GAMMA Investing’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 		$19.4K Buy
1,808
+954
+112% +$11K ﹤0.01% 2851
2026
Q1 		$9.67K Buy
854
+694
+434% +$8.46K ﹤0.01% 3085
2025
Q4 		$1.96K Buy
160
+23
+17% +$294 ﹤0.01% 3603
2025
Q3 		$1.75K Sell
137
-12
-8% -$165 ﹤0.01% 3487
2025
Q2 		$2.08K Sell
149
-467
-76% -$6.71K ﹤0.01% 3388
2025
Q1 		$9.05K Buy
616
+315
+105% +$4.91K ﹤0.01% 2795
2024
Q4 		$4.64K Buy
301
+112
+59% +$1.76K ﹤0.01% 2945
2024
Q3 		$2.93K Sell
189
-3
-2% -$47 ﹤0.01% 2940
2024
Q2 		$2.95K Buy
192
+160
+500% +$2.5K ﹤0.01% 2755
2024
Q1 		$505 Hold
32
– – ﹤0.01% 3100
2023
Q4 		$508 Buy
+32
New +$488 ﹤0.01% 2961

Other funds holding REFI

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing's REFI Position: Q2 2026 in Review

GAMMA Investing increased its Chicago Atlantic Real Estate Finance (REFI) stake by 112% in Q2 2026, buying an estimated $11K and bringing the position to 1,808 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

GAMMA Investing first reported a position in REFI in Q4 2023 and has held it in 11 quarters since. 10 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • GAMMA Investing held 1,808 shares of Chicago Atlantic Real Estate Finance worth $19.4K as of Q2 2026.
  • GAMMA Investing bought 954 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $11K.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2851 holding.
  • GAMMA Investing first reported a position in Chicago Atlantic Real Estate Finance in Q4 2023 and has held it in 11 quarters since.
  • 10 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.