Legal & General Group
REFI

Legal & General Group’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Legal & General Group’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 		$17.6K Hold
1,638
– – ﹤0.01% 3178
2026
Q1 		$18.5K Hold
1,638
– – ﹤0.01% 2986
2025
Q4 		$20.1K Hold
1,638
– – ﹤0.01% 3027
2025
Q3 		$20.9K Hold
1,638
– – ﹤0.01% 3013
2025
Q2 		$22.9K Sell
1,638
-2,746
-63% -$39.4K ﹤0.01% 2955
2025
Q1 		$64.4K Hold
4,384
– – ﹤0.01% 2705
2024
Q4 		$67.6K Hold
4,384
– – ﹤0.01% 2749
2024
Q3 		$68K Buy
4,384
+1,687
+63% +$26.5K ﹤0.01% 2762
2024
Q2 		$41.4K Hold
2,697
– – ﹤0.01% 2821
2024
Q1 		$42.5K Hold
2,697
– – ﹤0.01% 2800
2023
Q4 		$43.6K Buy
2,697
+715
+36% +$10.9K ﹤0.01% 2824
2023
Q3 		$29.2K Sell
1,982
-257
-11% -$3.88K ﹤0.01% 2927
2023
Q2 		$33.9K Buy
2,239
+1,602
+251% +$23.3K ﹤0.01% 2933
2023
Q1 		$8.61K Hold
637
– – ﹤0.01% 3227
2022
Q4 		$9.6K Hold
637
– – ﹤0.01% 3275
2022
Q3 		$9K Hold
637
– – ﹤0.01% 3359
2022
Q2 		$10K Buy
637
+156
+32% +$2.63K ﹤0.01% 3375
2022
Q1 		$9K Buy
+481
New +$8.91K ﹤0.01% 3428

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 $72.2B AUM 27.85% 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

Legal & General Group's REFI Position: Q2 2026 in Review

Legal & General Group held its Chicago Atlantic Real Estate Finance (REFI) position steady in Q2 2026 at 1,638 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3178.

Legal & General Group first reported a position in REFI in Q1 2022 and has held it in 18 quarters since. The position peaked at $68K in Q3 2024. 100 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Legal & General Group held 1,638 shares of Chicago Atlantic Real Estate Finance worth $17.6K as of Q2 2026.
  • Legal & General Group left its Chicago Atlantic Real Estate Finance share count unchanged in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #3178 holding.
  • Legal & General Group first reported a position in Chicago Atlantic Real Estate Finance in Q1 2022 and has held it in 18 quarters since.
  • Legal & General Group's Chicago Atlantic Real Estate Finance position peaked at $68K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.