New York State Common Retirement Fund
REFI

New York State Common Retirement Fund’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

New York State Common Retirement Fund’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 		$64.7K Hold
6,038
– – ﹤0.01% 2887
2026
Q1 		$68.3K Hold
6,038
– – ﹤0.01% 2703
2025
Q4 		$74K Hold
6,038
– – ﹤0.01% 2762
2025
Q3 		$77.2K Hold
6,038
– – ﹤0.01% 2776
2025
Q2 		$84.3K Hold
6,038
– – ﹤0.01% 2777
2025
Q1 		$88.8K Hold
6,038
– – ﹤0.01% 2573
2024
Q4 		$93.1K Hold
6,038
– – ﹤0.01% 2628
2024
Q3 		$93.6K Hold
6,038
– – ﹤0.01% 2616
2024
Q2 		$92.7K Buy
6,038
+4
+0.1% +$63 ﹤0.01% 2900
2024
Q1 		$95.2K Sell
6,034
-8
-0.1% -$128 ﹤0.01% 2763
2023
Q4 		$97.8K Buy
6,042
+9
+0.1% +$137 ﹤0.01% 2758
2023
Q3 		$88.8K Buy
6,033
+89
+1% +$1.34K ﹤0.01% 2785
2023
Q2 		$90.1K Sell
5,944
-9
-0.2% -$131 ﹤0.01% 2946
2023
Q1 		$80.4K Hold
5,953
– – ﹤0.01% 2873
2022
Q4 		$89.7K Hold
5,953
– – ﹤0.01% 2989
2022
Q3 		$86K Hold
5,953
– – ﹤0.01% 3050
2022
Q2 		$90K Buy
5,953
+53
+0.9% +$892 ﹤0.01% 3106
2022
Q1 		$105K Buy
+5,900
New +$109K ﹤0.01% 3007

Other funds holding REFI

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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 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 22.94% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund's REFI Position: Q2 2026 in Review

New York State Common Retirement Fund held its Chicago Atlantic Real Estate Finance (REFI) position steady in Q2 2026 at 6,038 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

New York State Common Retirement Fund first reported a position in REFI in Q1 2022 and has held it in 18 quarters since. The position peaked at $105K in Q1 2022. 26 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • New York State Common Retirement Fund held 6,038 shares of Chicago Atlantic Real Estate Finance worth $64.7K as of Q2 2026.
  • New York State Common Retirement Fund left its Chicago Atlantic Real Estate Finance share count unchanged in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #2887 holding.
  • New York State Common Retirement Fund first reported a position in Chicago Atlantic Real Estate Finance in Q1 2022 and has held it in 18 quarters since.
  • New York State Common Retirement Fund's Chicago Atlantic Real Estate Finance position peaked at $105K in Q1 2022.
  • 26 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.