Y-Intercept (HK)
REFI icon

Y-Intercept (HK)’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Y-Intercept (HK)’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 		– Sell
-12,279
Closed -$132K – 2010
2026
Q2 		$132K Buy
+12,279
New +$141K ﹤0.01% 1597

Other funds holding REFI

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Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 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
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Y-Intercept (HK)'s REFI Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Chicago Atlantic Real Estate Finance (REFI) in Q3 2026, closing a stake of 12,279 shares — an estimated $132K sold.

Y-Intercept (HK) first reported a position in REFI in Q2 2026 and held it in 1 quarter. The position peaked at $132K in Q2 2026. 20 funds tracked by Wall St. Rank hold REFI as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Chicago Atlantic Real Estate Finance position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 12,279 Chicago Atlantic Real Estate Finance shares in Q3 2026, an estimated $132K.
  • Y-Intercept (HK) first reported a position in Chicago Atlantic Real Estate Finance in Q2 2026 and held it in 1 quarter.
  • Y-Intercept (HK)'s Chicago Atlantic Real Estate Finance position peaked at $132K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.