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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return

CDC Financial Chicago, Illinois $157M AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Nuveen's REFI Position: Q1 2026 in Review

Nuveen increased its Chicago Atlantic Real Estate Finance (REFI) stake by 36% in Q1 2026, buying an estimated $99.3K and bringing the position to 30,819 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #2975.

Nuveen first reported a position in REFI in Q2 2023 and has held it in 12 quarters since. The position peaked at $531K in Q1 2025. 100 funds tracked by Wall St. Rank hold REFI as of Q1 2026.

Nuveen held 30,819 shares of Chicago Atlantic Real Estate Finance worth $349K as of Q1 2026.
Nuveen bought 8,144 Chicago Atlantic Real Estate Finance shares in Q1 2026, an estimated $99.3K.
Chicago Atlantic Real Estate Finance made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #2975 holding.
Nuveen first reported a position in Chicago Atlantic Real Estate Finance in Q2 2023 and has held it in 12 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 Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.