Nisa Investment Advisors
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Nisa Investment Advisors’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Nisa Investment 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 		$7.52K Sell
672
-5,255
-89% -$60.4K ﹤0.01% 2539
2026
Q1 		$69.9K Buy
5,927
+3,403
+135% +$41.5K ﹤0.01% 1548
2025
Q4 		$32.5K Sell
2,524
-786
-24% -$10K ﹤0.01% 1762
2025
Q3 		$45.8K Sell
3,310
-4,096
-55% -$56.2K ﹤0.01% 1651
2025
Q2 		$107K Sell
7,406
-11,285
-60% -$162K ﹤0.01% 1371
2025
Q1 		$284K Buy
18,691
+13,511
+261% +$210K ﹤0.01% 1141
2024
Q4 		$83.2K Hold
5,180
– – ﹤0.01% 1524
2024
Q3 		$83.1K Sell
5,180
-1,394
-21% -$21.9K ﹤0.01% 1499
2024
Q2 		$104K Sell
6,574
-2,500
-28% -$39.1K ﹤0.01% 1469
2024
Q1 		$147K Hold
9,074
– – ﹤0.01% 1382
2023
Q4 		$147K Buy
9,074
+2,500
+38% +$38.1K ﹤0.01% 1352
2023
Q3 		$96.8K Sell
6,574
-2,560
-28% -$38.7K ﹤0.01% 1510
2023
Q2 		$138K Buy
9,134
+1,190
+15% +$17.3K ﹤0.01% 1422
2023
Q1 		$107K Buy
7,944
+2,500
+46% +$36.6K ﹤0.01% 1488
2022
Q4 		$82K Hold
5,444
– – ﹤0.01% 1624
2022
Q3 		$78K Buy
5,444
+3,444
+172% +$51.6K ﹤0.01% 1586
2022
Q2 		$30K Hold
2,000
– – ﹤0.01% 1914
2022
Q1 		$35K Buy
+2,000
New +$37.1K ﹤0.01% 1936

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 $3.38T AUM 44.17% 1-Year Est. Return
Segall Bryant & Hamill
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

Nisa Investment Advisors's REFI Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Chicago Atlantic Real Estate Finance (REFI) stake by 89% in Q2 2026, selling an estimated $60.4K and leaving 672 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

Nisa Investment Advisors first reported a position in REFI in Q1 2022 and has held it in 18 quarters since. The position peaked at $284K in Q1 2025. 100 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Nisa Investment Advisors held 672 shares of Chicago Atlantic Real Estate Finance worth $7.52K as of Q2 2026.
  • Nisa Investment Advisors sold 5,255 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $60.4K.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2539 holding.
  • Nisa Investment Advisors first reported a position in Chicago Atlantic Real Estate Finance in Q1 2022 and has held it in 18 quarters since.
  • Nisa Investment Advisors's Chicago Atlantic Real Estate Finance position peaked at $284K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.