Mercer Global Advisors
REFI

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

Mercer Global 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 		$158K Buy
14,717
+1,361
+10% +$15.6K ﹤0.01% 3323
2026
Q1 		$151K Sell
13,356
-1,541
-10% -$18.8K ﹤0.01% 2917
2025
Q4 		$183K Buy
+14,897
New +$190K ﹤0.01% 2594
2024
Q4 		– Sell
-10,800
Closed -$166K – 2257
2024
Q3 		$166K Buy
+10,800
New +$169K ﹤0.01% 1837

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

Mercer Global Advisors's REFI Position: Q2 2026 in Review

Mercer Global Advisors increased its Chicago Atlantic Real Estate Finance (REFI) stake by 10% in Q2 2026, buying an estimated $15.6K and bringing the position to 14,717 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #3323.

Mercer Global Advisors first reported a position in REFI in Q3 2024 and has held it in 4 quarters since. The position peaked at $183K in Q4 2025. 100 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Mercer Global Advisors held 14,717 shares of Chicago Atlantic Real Estate Finance worth $158K as of Q2 2026.
  • Mercer Global Advisors bought 1,361 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $15.6K.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3323 holding.
  • Mercer Global Advisors first reported a position in Chicago Atlantic Real Estate Finance in Q3 2024 and has held it in 4 quarters since.
  • Mercer Global Advisors's Chicago Atlantic Real Estate Finance position peaked at $183K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.