YIH
REFI

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
Q2 		$132K Buy
+12,279
New +$141K ﹤0.01% 1597

Other funds holding REFI

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Y-Intercept (HK)'s REFI Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Chicago Atlantic Real Estate Finance (REFI) in Q2 2026: 12,279 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #1597 among its holdings.

11 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • Y-Intercept (HK) held 12,279 shares of Chicago Atlantic Real Estate Finance worth $132K as of Q2 2026.
  • Chicago Atlantic Real Estate Finance was a new Y-Intercept (HK) position in Q2 2026.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1597 holding.
  • 11 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.