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
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 $5.72T AUM 30.48% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Mercer Global Advisors's REFI Position: Q1 2026 in Review

Mercer Global Advisors reduced its Chicago Atlantic Real Estate Finance (REFI) stake by 10% in Q1 2026, selling an estimated $18.8K and leaving 13,356 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #2917.

Mercer Global Advisors first reported a position in REFI in Q3 2024 and has held it in 3 quarters since. The position peaked at $183K in Q4 2025. 100 funds tracked by Wall St. Rank hold REFI as of Q1 2026.

  • Mercer Global Advisors held 13,356 shares of Chicago Atlantic Real Estate Finance worth $151K as of Q1 2026.
  • Mercer Global Advisors sold 1,541 Chicago Atlantic Real Estate Finance shares in Q1 2026, an estimated $18.8K.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2917 holding.
  • Mercer Global Advisors first reported a position in Chicago Atlantic Real Estate Finance in Q3 2024 and has held it in 3 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 Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.