State of Wisconsin Investment Board
REFI

State of Wisconsin Investment Board’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

State of Wisconsin Investment Board’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
Q3 		– Sell
-13,100
Closed -$183K – 2500
2025
Q2 		$183K Buy
+13,100
New +$188K ﹤0.01% 2213
2024
Q4 		– Sell
-11,300
Closed -$175K – 2360
2024
Q3 		$175K Buy
11,300
+900
+9% +$14.1K ﹤0.01% 2172
2024
Q2 		$160K Buy
+10,400
New +$163K ﹤0.01% 2182

Other funds holding REFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State of Wisconsin Investment Board's REFI Position: Q3 2025 in Review

State of Wisconsin Investment Board sold out of Chicago Atlantic Real Estate Finance (REFI) in Q3 2025, closing a stake of 13,100 shares — an estimated $183K sold.

State of Wisconsin Investment Board first reported a position in REFI in Q2 2024 and held it in 3 quarters. The position peaked at $183K in Q2 2025. 97 funds tracked by Wall St. Rank hold REFI as of Q3 2025.

  • State of Wisconsin Investment Board reported no remaining Chicago Atlantic Real Estate Finance position as of Q3 2025 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 13,100 Chicago Atlantic Real Estate Finance shares in Q3 2025, an estimated $183K.
  • State of Wisconsin Investment Board first reported a position in Chicago Atlantic Real Estate Finance in Q2 2024 and held it in 3 quarters.
  • State of Wisconsin Investment Board's Chicago Atlantic Real Estate Finance position peaked at $183K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q3 2025.

Based on State of Wisconsin Investment Board's 13F filing for Q3 2025, filed 14 Nov 2025.