SS
REFI

Sunbelt Securities’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Sunbelt Securities’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
Q1 		$9.95K Hold
879
– – ﹤0.01% 1501
2025
Q4 		$10.8K Hold
879
– – ﹤0.01% 1419
2025
Q3 		$11.2K Buy
+879
New +$12.1K ﹤0.01% 1416

Other funds holding REFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Sunbelt Securities's REFI Position: Q1 2026 in Review

Sunbelt Securities held its Chicago Atlantic Real Estate Finance (REFI) position steady in Q1 2026 at 879 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Sunbelt Securities first reported a position in REFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.2K in Q3 2025. 100 funds tracked by Wall St. Rank hold REFI as of Q1 2026.

  • Sunbelt Securities held 879 shares of Chicago Atlantic Real Estate Finance worth $9.95K as of Q1 2026.
  • Sunbelt Securities left its Chicago Atlantic Real Estate Finance share count unchanged in Q1 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1501 holding.
  • Sunbelt Securities first reported a position in Chicago Atlantic Real Estate Finance in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Chicago Atlantic Real Estate Finance position peaked at $11.2K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.