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Chicago Atlantic Real Estate Finance, Inc.

REFI
Exchange
Nasdaq
Industry
Real Estate Investment Trusts
SEC CIK
0001867949

In the last 90 days, Chicago Atlantic Real Estate Finance, Inc. insiders filed 5 open-market purchases and 0 sales; 100 institutions reported holding it in 13F filings for Q2 2026, worth $74.5M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
100
+2 vs. Q1 2026
Shares held
6.93M
+599.6K (+9.5%) vs. Q1 2026
Total value
$74.5M
+$2.62M (+3.6%) vs. Q1 2026
New holders
15
46 more added
Sold out
13
23 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting REFI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 100 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 20 institutionsQ1 2022: 41 institutionsQ2 2022: 41 institutionsQ3 2022: 46 institutionsQ4 2022: 49 institutionsQ1 2023: 64 institutionsQ2 2023: 72 institutionsQ3 2023: 73 institutionsQ4 2023: 81 institutionsQ1 2024: 89 institutionsQ2 2024: 90 institutionsQ3 2024: 98 institutionsQ4 2024: 103 institutionsQ1 2025: 109 institutionsQ2 2025: 95 institutionsQ3 2025: 97 institutionsQ4 2025: 101 institutionsQ1 2026: 100 institutionsQ2 2026: 100 institutions
Value heldQ2 2026: $74.5M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $30.8MQ1 2022: $35.0MQ2 2022: $36.4MQ3 2022: $39.9MQ4 2022: $52.9MQ1 2023: $49.0MQ2 2023: $67.8MQ3 2023: $67.6MQ4 2023: $76.1MQ1 2024: $89.8MQ2 2024: $87.2MQ3 2024: $97.5MQ4 2024: $112.0MQ1 2025: $97.4MQ2 2025: $88.5MQ3 2025: $85.5MQ4 2025: $83.1MQ1 2026: $71.9MQ2 2026: $74.5M
Institutions holding REFI and their total value by quarter
QuarterHoldersValue
Q2 2026100$74.5M
Q1 2026100$71.9M
Q4 2025101$83.1M
Q3 202597$85.5M
Q2 202595$88.5M
Q1 2025109$97.4M
Q4 2024103$112.0M
Q3 202498$97.5M
Q2 202490$87.2M
Q1 202489$89.8M
Q4 202381$76.1M
Q3 202373$67.6M
Q2 202372$67.8M
Q1 202364$49.0M
Q4 202249$52.9M
Q3 202246$39.9M
Q2 202241$36.4M
Q1 202241$35.0M
Q4 202120$30.8M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q1 2026.

Institutions holding REFI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.1,719,049$18.4M0.00%+293,478+20.6%Added
Fielder Capital Group LLC982,283$10.5M2.28%+22,483+2.3%Added
Vanguard Capital Management LLC788,254$8.45M0.00%+60,401+8.3%Added
State Street Corp499,188$5.58M0.00%−11,345−2.2%Reduced
Segall Bryant & Hamill, LLC188,621$2.02M0.02%+188,621New
CDC Financial, Inc.163,704$1.75M1.35%+22,154+15.7%Added
Clayton Partners LLC155,344$1.67M1.09%+5,000+3.3%Added
CI Private Wealth, LLC152,719$1.64M0.00%−3,498−2.2%Reduced
Northern Trust Corp146,958$1.58M0.00%+5,485+3.9%Added
Vanguard Portfolio Management LLC125,772$1.35M0.00%+21,439+20.5%Added
Vanguard Fiduciary Trust Co115,888$1.24M0.00%+1,593+1.4%Added
Connor, Clark & Lunn Investment Management Ltd.113,810$1.22M0.00%−2,459−2.1%Reduced
Doliver Advisors, LP111,008$1.19M0.27%−800−0.7%Reduced
Penserra Capital Management LLC108,882$1.17M0.01%+14,100+14.9%Added
Advisor Group Holdings, Inc.91,265$978.4K0.00%+7,213+8.6%Added
Arrowstreet Capital, Limited Partnership88,975$953.8K0.00%+88,975New
Intrepid Capital Management Inc73,922$792.4K0.28%00.0%Unchanged
Price T Rowe Associates Inc69,485$745.0K0.00%+12,524+22.0%Added
Morgan Stanley63,595$681.7K0.00%+14,923+30.7%Added
Odyssean, LLC63,292$678.5K0.11%+50,317+387.8%Added
Charles Schwab Investment Management Inc61,764$662.1K0.00%+12,512+25.4%Added
Commonwealth Equity Services, LLC57,975$621.5K0.00%+6,664+13.0%Added
Quantinno Capital Management LP55,827$598.5K0.00%−19,739−26.1%Reduced
Bank of New York Mellon Corp53,308$571.5K0.00%+5,371+11.2%Added
Raymond James Financial Inc48,623$521.2K0.00%+48,623New
AQR Capital Management LLC48,189$516.6K0.00%+29,418+156.7%Added
Atom Investors LP42,314$453.6K0.04%+42,314New
Magnus Financial Group LLC39,818$426.9K0.03%+7,086+21.6%Added
Renaissance Technologies LLC38,600$413.8K0.00%−12,400−24.3%Reduced
Sage Mountain Advisors LLC34,284$367.5K0.02%−64,446−65.3%Reduced
Invesco Ltd.33,413$358.2K0.00%+3,325+11.1%Added
Toroso Investments, LLC33,345$357.5K0.00%−5,283−13.7%Reduced
United Advisor Group, LLC33,050$354.3K0.04%+9,100+38.0%Added
Geode Capital Management, LLC28,235$303.7K0.00%+4,191+17.4%Added
Nuveen, LLC27,041$289.9K0.00%−3,778−12.3%Reduced
Alliancebernstein L.P.24,410$276.3K0.00%+3,000+14.0%Added
Rhumbline Advisers24,562$263.3K0.00%−452−1.8%Reduced
Manufacturers Life Insurance Company, The23,099$247.6K0.00%+1,478+6.8%Added
MML Investors Services, LLC22,529$241.5K0.00%+10,575+88.5%Added
Mission Financial Group, LLC21,818$233.9K0.19%+21,818New
Empowered Funds, LLC19,872$213.0K0.00%−126−0.6%Reduced
Envestnet Asset Management Inc19,349$207.4K0.00%+8,244+74.2%Added
Cerity Partners LLC19,120$205.0K0.00%+19,120New
AlTi Global, Inc.17,995$201.4K0.00%+662+3.8%Added
Deutsche Bank AG18,425$197.5K0.00%+5,471+42.2%Added
Everett Harris & Co18,400$197.2K0.00%00.0%Unchanged
Virtus Investment Advisers, Inc.17,929$192.2K0.04%+2,744+18.1%Added
BNP Paribas Arbitrage, SA17,440$187.0K0.00%+13,544+347.6%Added
FMR LLC16,349$175.3K0.00%−523−3.1%Reduced
Wells Fargo & Company15,824$169.6K0.00%+8,965+130.7%Added
Mercer Global Advisors Inc14,717$157.8K0.00%+1,361+10.2%Added
Bank of America Corp14,091$151.1K0.00%−4,376−23.7%Reduced
Y-Intercept (Hong Kong) Ltd12,279$131.6K0.00%+12,279New
Russell Investments Group, Ltd.11,332$121.5K0.00%+9,039+394.2%Added
Goldman Sachs Group Inc10,401$111.5K0.00%−940−8.3%Reduced
HB Wealth Management, LLC10,270$110.1K0.00%+101+1.0%Added
MetLife Investment Management9,960$106.8K0.00%00.0%Unchanged
Citigroup Inc9,329$100.0K0.00%+8,014+609.4%Added
Eurizon Capital SGR S.p.A.8,534$94.6K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.8,700$93.3K0.00%+63+0.7%Added
JPMorgan Chase & Co7,930$87.8K0.00%+541+7.3%Added
Simplex Trading, LLC6,497$69.6K0.00%−10,527−61.8%Reduced
Vanguard Global Advisers, LLC6,440$69.0K0.00%00.0%Unchanged
New York State Common Retirement Fund6,038$64.7K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey4,346$46.6K0.00%00.0%Unchanged
UBS Group AG4,030$43.2K0.00%−10,553−72.4%Reduced
STRS Ohio3,200$34.3K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,006$32.2K0.00%−3,177−51.4%Reduced
Barclays PLC2,815$30.2K0.00%−555−16.5%Reduced
Geneos Wealth Management Inc.2,330$25.0K0.00%00.0%Unchanged
GAMMA Investing LLC1,808$19.4K0.00%+954+111.7%Added
MCF Advisors LLC1,664$17.8K0.00%+1,664New
Legal & General Group Plc1,638$17.6K0.00%00.0%Unchanged
Royal Bank of Canada1,550$16.0K0.00%+1,539+13,990.9%Added
Ameritas Investment Partners, Inc.1,352$14.5K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.1,316$14.1K0.00%+1,204+1,075.0%Added
Tower Research Capital LLC (TRC)1,169$12.5K0.00%+23+2.0%Added
Nisa Investment Advisors, LLC672$7.52K0.00%−5,255−88.7%Reduced
Westside Investment Management, Inc.500$5.36K0.00%00.0%Unchanged
Sterling Capital Management LLC381$4.08K0.00%−220−36.6%Reduced
Harbor Capital Advisors, Inc.335$4.00K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp352$3.77K0.00%00.0%Unchanged
California State Teachers Retirement System255$2.73K0.00%−727−74.0%Reduced
Triumph Capital Management250$2.68K0.00%00.0%Unchanged
Larson Financial Group LLC173$1.85K0.00%+173New
IFP Advisors, Inc170$1.82K0.00%+166+4,150.0%Added
Allworth Financial LP160$1.72K0.00%+121+310.3%Added
Silver Grove Financial Group, Inc.121$1.29K0.00%+121New
Covestor Ltd95$1.00K0.00%+29+43.9%Added
EverSource Wealth Advisors, LLC91$9770.00%+64+237.0%Added
Allied Private Wealth LLC70$7470.00%+70New
True Wealth Design, LLC50$5360.00%+48+2,400.0%Added
Zions Bancorporation, National Association48$5150.00%−12−20.0%Reduced
Ares Financial Consulting, LLC44$4720.00%00.0%Unchanged
UMA Financial Services, Inc.44$4720.00%+44New
Rothschild Investment LLC39$4180.00%+37+1,850.0%Added
Essential Partners LLC35$3750.00%−22−38.6%Reduced
Farther Finance Advisors, LLC30$3220.00%+30New
SJS Investment Consulting Inc.5$540.00%+5New
Clearstead Advisors, LLC2$220.00%+2New