WIM
REFI

Westside Investment Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Westside Investment 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
2026
Q2 		$5.36K Hold
500
– – ﹤0.01% 1237
2026
Q1 		$5.66K Hold
500
– – ﹤0.01% 1234
2025
Q4 		$6.13K Hold
500
– – ﹤0.01% 1204
2025
Q3 		$6.39K Hold
500
– – ﹤0.01% 1233
2025
Q2 		$6.98K Hold
500
– – ﹤0.01% 1077
2025
Q1 		$7.35K Hold
500
– – ﹤0.01% 730
2024
Q4 		$7.71K Hold
500
– – ﹤0.01% 720
2024
Q3 		$7.75K Buy
500
+200
+67% +$3.14K ﹤0.01% 720
2024
Q2 		$4.61K Hold
300
– – ﹤0.01% 773
2024
Q1 		$4.73K Buy
+300
New +$4.8K ﹤0.01% 732

Other funds holding REFI

BlackRock
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Westside Investment Management's REFI Position: Q2 2026 in Review

Westside Investment Management held its Chicago Atlantic Real Estate Finance (REFI) position steady in Q2 2026 at 500 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Westside Investment Management first reported a position in REFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.75K in Q3 2024. 101 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Westside Investment Management held 500 shares of Chicago Atlantic Real Estate Finance worth $5.36K as of Q2 2026.
  • Westside Investment Management left its Chicago Atlantic Real Estate Finance share count unchanged in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1237 holding.
  • Westside Investment Management first reported a position in Chicago Atlantic Real Estate Finance in Q1 2024 and has held it in 10 quarters since.
  • Westside Investment Management's Chicago Atlantic Real Estate Finance position peaked at $7.75K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.