UAG
REFI icon

United Advisor Group’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

United Advisor 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
Q3 		$249K Sell
24,900
-8,150
-25% -$85.9K 0.02% 500
2026
Q2 		$354K Buy
33,050
+9,100
+38% +$105K 0.04% 385
2026
Q1 		$271K Hold
23,950
– – 0.03% 414
2025
Q4 		$294K Sell
23,950
-600
-2% -$7.66K 0.04% 381
2025
Q3 		$314K Buy
+24,550
New +$337K 0.04% 346
2025
Q1 		– Sell
-14,550
Closed -$224K – 382
2024
Q4 		$224K Sell
14,550
-6,000
-29% -$94.4K 0.04% 339
2024
Q3 		$319K Buy
+20,550
New +$322K 0.07% 268

Other funds holding REFI

Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Mission Financial Group
Mission Financial Group Las Vegas, Nevada $127M AUM

United Advisor Group's REFI Position: Q3 2026 in Review

United Advisor Group reduced its Chicago Atlantic Real Estate Finance (REFI) stake by 25% in Q3 2026, selling an estimated $85.9K and leaving 24,900 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #500.

United Advisor Group first reported a position in REFI in Q3 2024 and has held it in 7 quarters since. The position peaked at $354K in Q2 2026. 51 funds tracked by Wall St. Rank hold REFI as of Q3 2026.

  • United Advisor Group held 24,900 shares of Chicago Atlantic Real Estate Finance worth $249K as of Q3 2026.
  • United Advisor Group sold 8,150 Chicago Atlantic Real Estate Finance shares in Q3 2026, an estimated $85.9K.
  • Chicago Atlantic Real Estate Finance made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #500 holding.
  • United Advisor Group first reported a position in Chicago Atlantic Real Estate Finance in Q3 2024 and has held it in 7 quarters since.
  • United Advisor Group's Chicago Atlantic Real Estate Finance position peaked at $354K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.