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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 2022

Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Jun 30, 2022. 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
41
+1 vs. Q1 2022
Shares held
2.41M
+434.3K (+22.0%) vs. Q1 2022
Total value
$36.4M
+$1.37M (+3.9%) vs. Q1 2022
New holders
11
20 more added
Sold out
10
6 more reduced

1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 41 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 2022: $36.4M
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, Q2 2022

Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q1 2022.

Institutions holding REFI in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Hood River Capital Management LLC412,648$6.21M0.25%−115,230−21.8%Reduced
BlackRock Inc.355,140$5.35M0.00%+62,755+21.5%Added
Vanguard Group Inc332,658$5.01M0.00%+45,785+16.0%Added
HighTower Advisors, LLC306,982$4.63M0.01%+159,453+108.1%Added
Emfo, LLC153,884$2.32M2.35%+153,884New
ETF Managers Group, LLC137,123$2.13M0.06%+137,123New
Royal Bank of Canada109,838$1.66M0.00%+108,292+7,004.7%Added
State Street Corp74,481$1.16M0.00%+27,318+57.9%Added
Perritt Capital Management Inc70,900$1.07M0.65%+8,947+14.4%Added
Northern Trust Corp55,617$837.0K0.00%+4,286+8.3%Added
Relative Value Partners Group, LLC47,287$724.0K0.05%+47,287New
Vident Investment Advisory, LLC39,442$594.0K0.02%+3,882+10.9%Added
Deutsche Bank AG32,295$486.0K0.00%+28,949+865.2%Added
Commonwealth Equity Services, LLC23,889$359.0K0.00%+11,889+99.1%Added
Clayton Partners LLC23,012$347.0K0.37%+23,012New
Bank of America Corp21,518$324.0K0.00%+18,445+600.2%Added
Everett Harris & Co21,000$316.0K0.01%00.0%Unchanged
Charles Schwab Investment Management Inc18,022$272.0K0.00%+1,888+11.7%Added
Bank of New York Mellon Corp17,789$268.0K0.00%+3,970+28.7%Added
Sage Mountain Advisors LLC16,634$251.0K0.04%+16,634New
Ergoteles LLC16,500$248.0K0.01%+16,500New
Morgan Stanley15,533$233.0K0.00%−16,653−51.7%Reduced
PBMares Wealth Management LLC15,138$228.0K0.10%+15,138New
Marshall Wace, LLP15,098$227.0K0.00%−13,256−46.8%Reduced
Two Sigma Investments, LP13,778$207.0K0.00%−3,026−18.0%Reduced
Manufacturers Life Insurance Company, The12,800$192.8K0.00%+12,800New
Portland Global Advisors LLC12,110$182.0K0.03%+12,110New
U.S. Capital Wealth Advisors, LLC11,745$177.0K0.01%+11,745New
New York State Common Retirement Fund5,953$90.0K0.00%+53+0.9%Added
JPMorgan Chase & Co3,667$55.0K0.00%+857+30.5%Added
American International Group, Inc.3,210$48.0K0.00%+236+7.9%Added
California State Teachers Retirement System2,933$44.0K0.00%+367+14.3%Added
Nisa Investment Advisors, LLC2,000$30.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,950$29.0K0.00%+1,345+222.3%Added
STRS Ohio1,400$21.0K0.00%00.0%Unchanged
Amalgamated Bank869$13.0K0.00%−740−46.0%Reduced
Legal & General Group Plc637$10.0K0.00%+156+32.4%Added
Citigroup Inc487$7.00K0.00%+228+88.0%Added
Ameritas Investment Partners, Inc.450$6.00K0.00%00.0%Unchanged
Barclays PLC344$5.00K0.00%−628−64.6%Reduced
Credit Suisse AG6$00.00%+6New
Philadelphia Financial Management of San Francisco, LLC0$00.00%−283,424−100.0%Sold out
Renaissance Technologies LLC0$00.00%−17,200−100.0%Sold out
Alliancebernstein L.P.0$00.00%−13,461−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−11,501−100.0%Sold out
Centiva Capital, LP0$00.00%−10,284−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−7,049−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−4,200−100.0%Sold out
UBS Group AG0$00.00%−3,181−100.0%Sold out
Bartlett & Co. LLC0$00.00%−600−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−600−100.0%Sold out
Amalgamated Financial Corp.––––Not filed