Harbor Capital Advisors’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Harbor Capital Advisors’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	$4K	Buy	335 +124	+59%	+$1.51K	﹤0.01%	1166
2025 Q4	$3K	Sell	211 -4	-2%	-$51	﹤0.01%	1249
2025 Q3	$3K	Hold	215	–	–	﹤0.01%	1264
2025 Q2	$3K	Buy	215 +64	+42%	+$919	﹤0.01%	1291
2025 Q1	$2K	Sell	151 -189	-56%	-$2.94K	﹤0.01%	1360
2024 Q4	$5K	Buy	340 +157	+86%	+$2.47K	﹤0.01%	1137
2024 Q3	$3K	Buy	+183	New	+$2.87K	﹤0.01%	1250

Other funds holding REFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return

CDC Financial Chicago, Illinois $157M AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Harbor Capital Advisors's REFI Position: Q1 2026 in Review

Harbor Capital Advisors increased its Chicago Atlantic Real Estate Finance (REFI) stake by 59% in Q1 2026, buying an estimated $1.51K and bringing the position to 335 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Harbor Capital Advisors first reported a position in REFI in Q3 2024 and has held it in 7 quarters since. The position peaked at $5K in Q4 2024. 100 funds tracked by Wall St. Rank hold REFI as of Q1 2026.

Harbor Capital Advisors held 335 shares of Chicago Atlantic Real Estate Finance worth $4K as of Q1 2026.
Harbor Capital Advisors bought 124 Chicago Atlantic Real Estate Finance shares in Q1 2026, an estimated $1.51K.
Chicago Atlantic Real Estate Finance made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q1 2026, its #1166 holding.
Harbor Capital Advisors first reported a position in Chicago Atlantic Real Estate Finance in Q3 2024 and has held it in 7 quarters since.
Harbor Capital Advisors's Chicago Atlantic Real Estate Finance position peaked at $5K in Q4 2024.
100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.