JY
REFI

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
-28,700
Closed -$325K – 14328
2026
Q1 		$325K Sell
28,700
-24,000
-46% -$293K ﹤0.01% 10699
2025
Q4 		$646K Buy
52,700
+5,100
+11% +$65.1K ﹤0.01% 8218
2025
Q3 		$609K Buy
47,600
+32,700
+219% +$448K ﹤0.01% 8514
2025
Q2 		$208K Buy
+14,900
New +$214K ﹤0.01% 11130

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

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.