IA
REFI

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

IFP 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
Q2 		$1.82K Buy
170
+166
+4,150% +$1.91K ﹤0.01% 4270
2026
Q1 		$45 Sell
4
-176
-98% -$2.15K ﹤0.01% 4841
2025
Q4 		$2.21K Sell
180
-47
-21% -$600 ﹤0.01% 3802
2025
Q3 		$2.9K Sell
227
-3
-1% -$41 ﹤0.01% 3538
2025
Q2 		$3.21K Buy
+230
New +$3.3K ﹤0.01% 3664
2023
Q1 		– Sell
-1,100
Closed -$17K – 4219
2022
Q4 		$17K Buy
+1,100
New +$16.8K ﹤0.01% 3037

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

IFP Advisors's REFI Position: Q2 2026 in Review

IFP Advisors increased its Chicago Atlantic Real Estate Finance (REFI) stake by 4,150% in Q2 2026, buying an estimated $1.91K and bringing the position to 170 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #4270.

IFP Advisors first reported a position in REFI in Q4 2022 and has held it in 6 quarters since. The position peaked at $17K in Q4 2022. 101 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • IFP Advisors held 170 shares of Chicago Atlantic Real Estate Finance worth $1.82K as of Q2 2026.
  • IFP Advisors bought 166 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $1.91K.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4270 holding.
  • IFP Advisors first reported a position in Chicago Atlantic Real Estate Finance in Q4 2022 and has held it in 6 quarters since.
  • IFP Advisors's Chicago Atlantic Real Estate Finance position peaked at $17K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.