Nuveen’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Nuveen’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 Q3	$392K	Buy	39,138 +12,097	+45%	+$128K	﹤0.01%	3514
2026 Q2	$290K	Sell	27,041 -3,778	-12%	-$43.4K	﹤0.01%	3516
2026 Q1	$349K	Buy	30,819 +8,144	+36%	+$99.3K	﹤0.01%	2975
2025 Q4	$278K	Hold	22,675	–	–	﹤0.01%	3064
2025 Q3	$290K	Hold	22,675	–	–	﹤0.01%	3066
2025 Q2	$317K	Sell	22,675 -13,424	-37%	-$193K	﹤0.01%	3031
2025 Q1	$531K	Buy	36,099 +4,309	+14%	+$67.1K	﹤0.01%	2890
2024 Q4	$490K	Buy	31,790 +1,481	+5%	+$23.3K	﹤0.01%	2992
2024 Q3	$471K	Hold	30,309	–	–	﹤0.01%	3033
2024 Q2	$466K	Hold	30,309	–	–	﹤0.01%	3019
2024 Q1	$479K	Hold	30,309	–	–	﹤0.01%	2993
2023 Q4	$491K	Buy	30,309 +8,778	+41%	+$134K	﹤0.01%	3007
2023 Q3	$317K	Hold	21,531	–	–	﹤0.01%	2951
2023 Q2	$326K	Buy	+21,531	New	+$313K	﹤0.01%	3003

Other funds holding REFI

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

Nuveen's REFI Position: Q3 2026 in Review

Nuveen increased its Chicago Atlantic Real Estate Finance (REFI) stake by 45% in Q3 2026, buying an estimated $128K and bringing the position to 39,138 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #3514.

Nuveen first reported a position in REFI in Q2 2023 and has held it in 14 quarters since. The position peaked at $531K in Q1 2025. 51 funds tracked by Wall St. Rank hold REFI as of Q3 2026.

Nuveen held 39,138 shares of Chicago Atlantic Real Estate Finance worth $392K as of Q3 2026.
Nuveen bought 12,097 Chicago Atlantic Real Estate Finance shares in Q3 2026, an estimated $128K.
Chicago Atlantic Real Estate Finance made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #3514 holding.
Nuveen first reported a position in Chicago Atlantic Real Estate Finance in Q2 2023 and has held it in 14 quarters since.
Nuveen's Chicago Atlantic Real Estate Finance position peaked at $531K in Q1 2025.
51 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.