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

FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

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. 34 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.
  • 34 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.