Russell Investments Group
REFI

Russell Investments Group’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Russell Investments Group’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 		$121K Buy
11,332
+9,039
+394% +$104K ﹤0.01% 3378
2026
Q1 		$26K Buy
2,293
+63
+3% +$768 ﹤0.01% 3545
2025
Q4 		$27.3K Sell
2,230
-4,313
-66% -$55.1K ﹤0.01% 3513
2025
Q3 		$83.7K Buy
6,543
+2,991
+84% +$41K ﹤0.01% 3087
2025
Q2 		$49.6K Buy
3,552
+803
+29% +$11.5K ﹤0.01% 2981
2025
Q1 		$40.4K Sell
2,749
-572
-17% -$8.91K ﹤0.01% 2959
2024
Q4 		$51.2K Buy
3,321
+833
+33% +$13.1K ﹤0.01% 2819
2024
Q3 		$38.6K Buy
2,488
+70
+3% +$1.1K ﹤0.01% 2834
2024
Q2 		$37.1K Buy
2,418
+1,031
+74% +$16.1K ﹤0.01% 2829
2024
Q1 		$21.9K Buy
1,387
+16
+1% +$256 ﹤0.01% 2763
2023
Q4 		$22.2K Sell
1,371
-16
-1% -$244 ﹤0.01% 2733
2023
Q3 		$20.4K Buy
1,387
+83
+6% +$1.25K ﹤0.01% 2884
2023
Q2 		$19.8K Buy
1,304
+894
+218% +$13K ﹤0.01% 2842
2023
Q1 		$5.54K Buy
+410
New +$6K ﹤0.01% 2939

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Russell Investments Group's REFI Position: Q2 2026 in Review

Russell Investments Group increased its Chicago Atlantic Real Estate Finance (REFI) stake by 394% in Q2 2026, buying an estimated $104K and bringing the position to 11,332 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #3378.

Russell Investments Group first reported a position in REFI in Q1 2023 and has held it in 14 quarters since. 49 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Russell Investments Group held 11,332 shares of Chicago Atlantic Real Estate Finance worth $121K as of Q2 2026.
  • Russell Investments Group bought 9,039 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $104K.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3378 holding.
  • Russell Investments Group first reported a position in Chicago Atlantic Real Estate Finance in Q1 2023 and has held it in 14 quarters since.
  • 49 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.