Segall Bryant & Hamill’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Segall Bryant & Hamill’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	$2.02M	Buy	+188,621	New	+$2.17M	0.02%	452

Other funds holding REFI

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

ICM

Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Segall Bryant & Hamill's REFI Position: Q2 2026 in Review

Segall Bryant & Hamill opened a new position in Chicago Atlantic Real Estate Finance (REFI) in Q2 2026: 188,621 shares worth $2.02M. The stake represents 0.02% of the portfolio and ranks #452 among its holdings.

59 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

Segall Bryant & Hamill held 188,621 shares of Chicago Atlantic Real Estate Finance worth $2.02M as of Q2 2026.
Chicago Atlantic Real Estate Finance was a new Segall Bryant & Hamill position in Q2 2026.
Chicago Atlantic Real Estate Finance made up 0.02% of Segall Bryant & Hamill's portfolio in Q2 2026, its #452 holding.
59 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.