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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, Q4 2021

Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Dec 31, 2021. 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
20
+20 vs. Q3 2021
Shares held
1.86M
+1.86M vs. Q3 2021
Total value
$30.8M
+$30.8M vs. Q3 2021
New holders
20
0 more added
Sold out
0
0 more reduced

Compare with Q3 2021: 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 holdersQ4 2021: 20 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 heldQ4 2021: $30.8M
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: $65.2MQ3 2023: $67.6MQ4 2023: $74.8MQ1 2024: $87.8MQ2 2024: $87.0MQ3 2024: $97.0MQ4 2024: $112.0MQ1 2025: $97.0MQ2 2025: $88.3MQ3 2025: $84.9MQ4 2025: $80.6MQ1 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$80.6M
Q3 202597$84.9M
Q2 202595$88.3M
Q1 2025109$97.0M
Q4 2024103$112.0M
Q3 202498$97.0M
Q2 202490$87.0M
Q1 202489$87.8M
Q4 202381$74.8M
Q3 202373$67.6M
Q2 202372$65.2M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q3 2021.

Institutions holding REFI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Hood River Capital Management LLC519,171$8.64M0.26%+519,171New
Philadelphia Financial Management of San Francisco, LLC349,892$5.83M2.01%+349,892New
Balyasny Asset Management LLC209,734$3.46M0.01%+209,734New
Contrarian Capital Management, L.L.C.166,491$2.77M0.48%+166,491New
Millennium Management LLC154,331$2.55M0.00%+154,331New
Pentwater Capital Management LP115,000$1.92M0.03%+115,000New
Perritt Capital Management Inc59,950$998.0K0.52%+59,950New
FJ Capital Management LLC55,000$917.0K0.08%+55,000New
Clayton Partners LLC42,500$708.0K0.62%+42,500New
Two Sigma Investments, LP39,482$657.0K0.00%+39,482New
Goldman Sachs Group Inc31,328$522.0K0.00%+31,328New
Alyeska Investment Group, L.P.25,000$416.0K0.00%+25,000New
Wellington Management Group LLP15,738$260.0K0.00%+15,738New
PVG Asset Management Corp15,000$249.8K0.91%+15,000New
Mission Financial Group, LLC20,227$248.0K0.23%+20,227New
Ergoteles LLC14,800$244.0K0.01%+14,800New
Pinz Capital Management, LP10,700$177.0K0.07%+10,700New
Point72 Hong Kong Ltd7,001$117.0K0.01%+7,001New
Morgan Stanley4,520$75.0K0.00%+4,520New
Cubist Systematic Strategies, LLC3,115$52.0K0.00%+3,115New