MML Investors Services
REFI

MML Investors Services’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

MML Investors Services’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 		$242K Buy
22,529
+10,575
+88% +$121K ﹤0.01% 2969
2026
Q1 		$135K Buy
+11,954
New +$146K ﹤0.01% 2863
2025
Q4 		– Sell
-11,438
Closed -$146K – 3130
2025
Q3 		$146K Buy
+11,438
New +$157K ﹤0.01% 2797

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services's REFI Position: Q2 2026 in Review

MML Investors Services increased its Chicago Atlantic Real Estate Finance (REFI) stake by 88% in Q2 2026, buying an estimated $121K and bringing the position to 22,529 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2969.

MML Investors Services first reported a position in REFI in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • MML Investors Services held 22,529 shares of Chicago Atlantic Real Estate Finance worth $242K as of Q2 2026.
  • MML Investors Services bought 10,575 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $121K.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2969 holding.
  • MML Investors Services first reported a position in Chicago Atlantic Real Estate Finance in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.