Nuveen
REFI

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
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

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 $3.37T AUM 44.26% 1-Year Est. Return
SBH
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

Nuveen's REFI Position: Q2 2026 in Review

Nuveen reduced its Chicago Atlantic Real Estate Finance (REFI) stake by 12% in Q2 2026, selling an estimated $43.4K and leaving 27,041 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #3516.

Nuveen first reported a position in REFI in Q2 2023 and has held it in 13 quarters since. The position peaked at $531K in Q1 2025. 100 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Nuveen held 27,041 shares of Chicago Atlantic Real Estate Finance worth $290K as of Q2 2026.
  • Nuveen sold 3,778 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $43.4K.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #3516 holding.
  • Nuveen first reported a position in Chicago Atlantic Real Estate Finance in Q2 2023 and has held it in 13 quarters since.
  • Nuveen's Chicago Atlantic Real Estate Finance position peaked at $531K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.