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

HighTower 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 		– Sell
-97,258
Closed -$1.19M – 3911
2025
Q4 		$1.19M Buy
97,258
+3,570
+4% +$45.6K ﹤0.01% 1997
2025
Q3 		$1.2M Buy
93,688
+8,707
+10% +$119K ﹤0.01% 1975
2025
Q2 		$1.19M Buy
84,981
+3,052
+4% +$43.8K ﹤0.01% 1896
2025
Q1 		$1.2M Buy
81,929
+3,363
+4% +$52.4K ﹤0.01% 1837
2024
Q4 		$1.21M Buy
78,566
+2,148
+3% +$33.8K ﹤0.01% 1841
2024
Q3 		$1.19M Sell
76,418
-67,142
-47% -$1.05M ﹤0.01% 1826
2024
Q2 		$2.21M Sell
143,560
-43,954
-23% -$688K ﹤0.01% 1392
2024
Q1 		$2.96M Buy
187,514
+8,413
+5% +$135K ﹤0.01% 1226
2023
Q4 		$2.9M Buy
179,101
+5,767
+3% +$87.9K ﹤0.01% 1236
2023
Q3 		$2.55M Buy
173,334
+5,508
+3% +$83.2K ﹤0.01% 1247
2023
Q2 		$2.54M Sell
167,826
-2,197
-1% -$31.9K 0.01% 1216
2023
Q1 		$2.3M Sell
170,023
-126,918
-43% -$1.86M 0.01% 1207
2022
Q4 		$4.48M Sell
296,941
-16,881
-5% -$258K 0.01% 907
2022
Q3 		$4.52M Buy
313,822
+6,840
+2% +$102K 0.01% 843
2022
Q2 		$4.63M Buy
306,982
+159,453
+108% +$2.68M 0.01% 863
2022
Q1 		$2.62M Buy
+147,529
New +$2.73M 0.01% 1219

Other funds holding REFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fielder Capital Group
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 $3.38T AUM 44.17% 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 $72.2B AUM 27.85% 1-Year Est. Return
Clayton Partners
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

HighTower Advisors's REFI Position: Q1 2026 in Review

HighTower Advisors sold out of Chicago Atlantic Real Estate Finance (REFI) in Q1 2026, closing a stake of 97,258 shares — an estimated $1.19M sold.

HighTower Advisors first reported a position in REFI in Q1 2022 and held it in 16 quarters. The position peaked at $4.63M in Q2 2022. 101 funds tracked by Wall St. Rank hold REFI as of Q1 2026.

  • HighTower Advisors reported no remaining Chicago Atlantic Real Estate Finance position as of Q1 2026 after selling out during the quarter.
  • HighTower Advisors sold 97,258 Chicago Atlantic Real Estate Finance shares in Q1 2026, an estimated $1.19M.
  • HighTower Advisors first reported a position in Chicago Atlantic Real Estate Finance in Q1 2022 and held it in 16 quarters.
  • HighTower Advisors's Chicago Atlantic Real Estate Finance position peaked at $4.63M in Q2 2022.
  • 101 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.