Jeff Yass’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Jeff Yass’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	–	Sell	-12,580	Closed	-$142K	–	14327
2026 Q1	$142K	Sell	12,580 -7,382	-37%	-$90K	﹤0.01%	12067
2025 Q4	$245K	Buy	+19,962	New	+$255K	﹤0.01%	10426
2025 Q3	–	Sell	-23,414	Closed	-$321K	–	13653
2025 Q2	$327K	Sell	23,414 -20,211	-46%	-$290K	﹤0.01%	10146
2025 Q1	$641K	Buy	43,625 +31,884	+272%	+$497K	﹤0.01%	8357
2024 Q4	$181K	Buy	+11,741	New	+$185K	﹤0.01%	10837
2022 Q2	–	Sell	-11,501	Closed	-$204K	–	13761
2022 Q1	$204K	Buy	+11,501	New	+$213K	﹤0.01%	11189

Other funds holding REFI

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 Malvern, Pennsylvania $4.68T AUM

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

CDC Financial Chicago, Illinois $239M AUM

Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jeff Yass's REFI Position: Q2 2026 in Review

Jeff Yass sold out of Chicago Atlantic Real Estate Finance (REFI) in Q2 2026, closing a stake of 12,580 shares — an estimated $142K sold.

Jeff Yass first reported a position in REFI in Q1 2022 and held it in 6 quarters. The position peaked at $641K in Q1 2025. 100 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

Jeff Yass reported no remaining Chicago Atlantic Real Estate Finance position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 12,580 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $142K.
Jeff Yass first reported a position in Chicago Atlantic Real Estate Finance in Q1 2022 and held it in 6 quarters.
Jeff Yass's Chicago Atlantic Real Estate Finance position peaked at $641K in Q1 2025.
100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.