RIL
REFI

Rothschild Investment LLC’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Rothschild Investment LLC’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 		$418 Buy
39
+37
+1,850% +$425 ﹤0.01% 3307
2026
Q1 		$23 Sell
2
-8
-80% -$98 ﹤0.01% 3530
2025
Q4 		$123 Buy
10
+8
+400% +$102 ﹤0.01% 3185
2025
Q3 		$26 Buy
+2
New +$27 ﹤0.01% 3113

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
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

Rothschild Investment LLC's REFI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Chicago Atlantic Real Estate Finance (REFI) stake by 1,850% in Q2 2026, buying an estimated $425 and bringing the position to 39 shares worth $418. The position accounts for ﹤0.01% of the portfolio, ranked #3307.

Rothschild Investment LLC first reported a position in REFI in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Rothschild Investment LLC held 39 shares of Chicago Atlantic Real Estate Finance worth $418 as of Q2 2026.
  • Rothschild Investment LLC bought 37 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $425.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3307 holding.
  • Rothschild Investment LLC first reported a position in Chicago Atlantic Real Estate Finance in Q3 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.