Smartleaf Asset Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Smartleaf Asset Management’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
2025 Q4	–	Sell	-71	Closed	-$929	–	3544
2025 Q3	$929	Buy	+71	New	+$974	﹤0.01%	2765
2025 Q2	–	Sell	-71	Closed	-$1.09K	–	2925
2025 Q1	$1.09K	Buy	+71	New	+$1.11K	﹤0.01%	2584
2024 Q4	–	Sell	-111	Closed	-$1.78K	–	3000
2024 Q3	$1.78K	Hold	111	–	–	﹤0.01%	2512
2024 Q2	$1.73K	Buy	+111	New	+$1.74K	﹤0.01%	2279

Other funds holding REFI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Smartleaf Asset Management's REFI Position: Q4 2025 in Review

Smartleaf Asset Management sold out of Chicago Atlantic Real Estate Finance (REFI) in Q4 2025, closing a stake of 71 shares — an estimated $929 sold.

Smartleaf Asset Management first reported a position in REFI in Q2 2024 and held it in 4 quarters. The position peaked at $1.78K in Q3 2024. 101 funds tracked by Wall St. Rank hold REFI as of Q4 2025.

Smartleaf Asset Management reported no remaining Chicago Atlantic Real Estate Finance position as of Q4 2025 after selling out during the quarter.
Smartleaf Asset Management sold 71 Chicago Atlantic Real Estate Finance shares in Q4 2025, an estimated $929.
Smartleaf Asset Management first reported a position in Chicago Atlantic Real Estate Finance in Q2 2024 and held it in 4 quarters.
Smartleaf Asset Management's Chicago Atlantic Real Estate Finance position peaked at $1.78K in Q3 2024.
101 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.