NSIM
REFI

North Star Investment Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

North Star Investment Management’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 		– Sell
-342
Closed -$3.87K – 1823
2026
Q1 		$3.87K Hold
342
– – ﹤0.01% 1259
2025
Q4 		$4.19K Buy
+342
New +$4.37K ﹤0.01% 1137

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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

North Star Investment Management's REFI Position: Q2 2026 in Review

North Star Investment Management sold out of Chicago Atlantic Real Estate Finance (REFI) in Q2 2026, closing a stake of 342 shares — an estimated $3.87K sold.

North Star Investment Management first reported a position in REFI in Q4 2025 and held it in 2 quarters. The position peaked at $4.19K in Q4 2025. 23 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • North Star Investment Management reported no remaining Chicago Atlantic Real Estate Finance position as of Q2 2026 after selling out during the quarter.
  • North Star Investment Management sold 342 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $3.87K.
  • North Star Investment Management first reported a position in Chicago Atlantic Real Estate Finance in Q4 2025 and held it in 2 quarters.
  • North Star Investment Management's Chicago Atlantic Real Estate Finance position peaked at $4.19K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.