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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, Q1 2023

Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Mar 31, 2023. 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
64
+15 vs. Q4 2022
Shares held
3.61M
+123.3K (+3.5%) vs. Q4 2022
Total value
$49.0M
−$3.91M (−7.4%) vs. Q4 2022
New holders
18
19 more added
Sold out
3
14 more reduced

Compare with Q4 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 holdersQ1 2023: 64 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 heldQ1 2023: $49.0M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q4 2022.

Institutions holding REFI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc558,189$7.54M0.00%−55,575−9.1%Reduced
BlackRock Inc.403,415$5.45M0.00%+3,992+1.0%Added
ETF Managers Group, LLC379,498$5.13M0.17%−429,982−53.1%Reduced
Cresset Asset Management, LLC315,715$4.41M0.09%00.0%Unchanged
Emfo, LLC300,659$4.06M3.85%+15,000+5.3%Added
Intrepid Capital Management Inc216,142$2.92M2.53%+216,142New
HighTower Advisors, LLC170,023$2.29M0.01%−126,918−42.7%Reduced
State Street Corp106,110$1.48M0.00%+1,400+1.3%Added
Millennium Management LLC102,856$1.39M0.00%+102,856New
Acadian Asset Management LLC83,140$1.12M0.00%+83,140New
Perritt Capital Management Inc78,831$1.07M0.59%−2,003−2.5%Reduced
AdvisorShares Investments LLC75,409$1.02M0.32%+75,409New
Citadel Advisors LLC60,448$816.7K0.00%+60,448New
Renaissance Technologies LLC57,120$772.0K0.00%+12,699+28.6%Added
Sage Mountain Advisors LLC56,588$764.5K0.12%+37,574+197.6%Added
Two Sigma Investments, LP54,837$740.8K0.00%+27,740+102.4%Added
Vident Investment Advisory, LLC52,383$707.7K0.02%+10,766+25.9%Added
Two Sigma Advisers, LP43,500$587.7K0.00%+43,500New
Northern Trust Corp40,706$549.9K0.00%+1,576+4.0%Added
AXS Investments LLC34,301$463.4K0.15%+34,301New
Commonwealth Equity Services, LLC32,498$439.0K0.00%+7,467+29.8%Added
Deutsche Bank AG32,494$439.0K0.00%+812+2.6%Added
CI Private Wealth, LLC30,356$410.1K0.00%00.0%Unchanged
PBMares Wealth Management LLC30,110$406.8K0.15%00.0%Unchanged
Mariner, LLC29,123$393.0K0.00%+7,478+34.5%Added
Dakota Wealth Management28,725$388.1K0.03%−7,938−21.7%Reduced
Everett Harris & Co24,500$331.0K0.01%00.0%Unchanged
Brown Advisory Inc23,484$317.3K0.00%+23,484New
Morgan Stanley19,644$265.4K0.00%+2,018+11.4%Added
Bank of New York Mellon Corp16,743$226.2K0.00%−316−1.9%Reduced
Jump Financial, LLC15,600$210.8K0.01%+15,600New
U.S. Capital Wealth Advisors, LLC13,112$177.1K0.01%+605+4.8%Added
Manufacturers Life Insurance Company, The12,909$174.4K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc12,426$167.9K0.00%−2,399−16.2%Reduced
Truist Financial Corp12,418$167.8K0.00%00.0%Unchanged
Tiedemann Advisors, LLC11,811$165.1K0.01%00.0%Unchanged
Dumont & Blake Investment Advisors LLC11,217$152.0K0.05%+11,217New
Cubist Systematic Strategies, LLC10,180$137.5K0.00%+10,180New
Nisa Investment Advisors, LLC7,944$107.0K0.00%+2,500+45.9%Added
Royal Bank of Canada6,005$81.0K0.00%−560−8.5%Reduced
New York State Common Retirement Fund5,953$80.4K0.00%00.0%Unchanged
Bank of America Corp5,383$72.7K0.00%−1,456−21.3%Reduced
JPMorgan Chase & Co4,192$57.0K0.00%+1,112+36.1%Added
Group One Trading, L.P.2,949$39.8K0.00%+2,949New
Barclays PLC2,818$38.1K0.00%+1,356+92.7%Added
American International Group, Inc.2,627$35.5K0.00%+52+2.0%Added
California State Teachers Retirement System2,023$27.3K0.00%−149−6.9%Reduced
UBS Group AG1,889$25.5K0.00%+247+15.0%Added
Lindbrook Capital, LLC1,450$19.6K0.00%+1,450New
STRS Ohio1,400$18.0K0.00%00.0%Unchanged
Dorsey Wright & Associates1,315$17.8K0.01%−147−10.1%Reduced
Citigroup Inc1,205$16.3K0.00%+1,080+864.0%Added
Wells Fargo & Company957$12.9K0.00%+957New
Tower Research Capital LLC (TRC)880$12.0K0.00%−1,307−59.8%Reduced
Legal & General Group Plc637$8.61K0.00%00.0%Unchanged
Amalgamated Bank627$8.00K0.00%−242−27.8%Reduced
Parallel Advisors, LLC515$6.96K0.00%+515New
Ameritas Investment Partners, Inc.450$6.08K0.00%00.0%Unchanged
Russell Investments Group, Ltd.410$5.54K0.00%+410New
Allspring Global Investments Holdings, LLC329$4.44K0.00%−5,831−94.7%Reduced
Capital Advisors, Ltd. LLC67$1.00K0.00%+67New
25 LLC37$5220.00%+37New
Advisor Group Holdings, Inc.37$5000.00%00.0%Unchanged
Covestor Ltd35$00.00%00.0%Unchanged
QP Wealth Management, LLC0$00.00%−58,738−100.0%Sold out
IFP Advisors, Inc0$00.00%−1,100−100.0%Sold out
CWM, LLC0$00.00%−206−100.0%Sold out