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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 2023

Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Jun 30, 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
72
+9 vs. Q1 2023
Shares held
4.30M
+1.07M (+33.0%) vs. Q1 2023
Total value
$65.2M
+$21.4M (+48.7%) vs. Q1 2023
New holders
13
40 more added
Sold out
4
11 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 72 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 2023: $65.2M
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 2023

Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q1 2023.

Institutions holding REFI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,085,060$16.4M0.00%+681,645+169.0%Added
Vanguard Group Inc600,519$9.10M0.00%+42,330+7.6%Added
Emfo, LLC298,403$4.52M4.10%−2,256−0.8%Reduced
State Street Corp213,460$3.33M0.00%+107,350+101.2%Added
Two Sigma Investments, LP185,545$2.81M0.01%+130,708+238.4%Added
Intrepid Capital Management Inc173,001$2.62M1.84%−43,141−20.0%Reduced
HighTower Advisors, LLC167,826$2.54M0.01%−2,197−1.3%Reduced
Two Sigma Advisers, LP153,200$2.32M0.01%+109,700+252.2%Added
Northern Trust Corp110,915$1.68M0.00%+70,209+172.5%Added
Renaissance Technologies LLC99,700$1.51M0.00%+42,580+74.5%Added
Perritt Capital Management Inc78,831$1.19M0.65%00.0%Unchanged
AdvisorShares Investments LLC75,409$1.14M0.33%00.0%Unchanged
Vident Investment Advisory, LLC65,116$986.5K0.03%+12,733+24.3%Added
Millennium Management LLC64,085$970.9K0.00%−38,771−37.7%Reduced
Quadrature Capital Ltd55,774$844.4K0.02%+55,774New
Sage Mountain Advisors LLC50,785$769.4K0.11%−5,803−10.3%Reduced
AXS Investments LLC49,797$754.4K0.20%+15,496+45.2%Added
Mariner, LLC44,355$672.0K0.00%+15,232+52.3%Added
Bank of New York Mellon Corp42,296$640.8K0.00%+25,553+152.6%Added
Charles Schwab Investment Management Inc40,252$609.8K0.00%+27,826+223.9%Added
Deutsche Bank AG39,872$604.1K0.00%+7,378+22.7%Added
Morgan Stanley38,304$580.3K0.00%+18,660+95.0%Added
Truist Financial Corp34,784$527.0K0.00%+22,366+180.1%Added
Commonwealth Equity Services, LLC33,368$506.0K0.00%+870+2.7%Added
Citadel Advisors LLC31,525$477.6K0.00%−28,923−47.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.30,238$458.1K0.00%+30,238New
PBMares Wealth Management LLC30,110$456.2K0.16%00.0%Unchanged
Dakota Wealth Management28,250$428.0K0.02%−475−1.7%Reduced
Everett Harris & Co24,500$371.2K0.01%00.0%Unchanged
Brown Advisory Inc23,484$355.8K0.00%00.0%Unchanged
Nuveen Asset Management, LLC21,531$326.2K0.00%+21,531New
Acadian Asset Management LLC20,920$316.0K0.00%−62,220−74.8%Reduced
Rhumbline Advisers20,352$308.3K0.00%+20,352New
Manufacturers Life Insurance Company, The19,927$301.9K0.00%+7,018+54.4%Added
Jane Street Group, LLC19,519$295.7K0.00%+19,519New
Jump Financial, LLC16,300$246.9K0.01%+700+4.5%Added
O'Shaughnessy Asset Management, LLC14,603$221.2K0.00%+14,603New
JPMorgan Chase & Co13,555$205.4K0.00%+9,363+223.4%Added
Bank of America Corp13,342$202.1K0.00%+7,959+147.9%Added
Tiedemann Advisors, LLC12,215$190.8K0.01%+404+3.4%Added
Virtu Financial LLC11,688$177.0K0.01%+11,688New
Dumont & Blake Investment Advisors LLC11,217$170.0K0.06%00.0%Unchanged
Invesco Ltd.10,736$162.7K0.00%+10,736New
Ritholtz Wealth Management10,652$161.4K0.01%+10,652New
Royal Bank of Canada10,203$155.0K0.00%+4,198+69.9%Added
Tudor Investment Corp Et Al10,200$154.5K0.00%+10,200New
Tower Research Capital LLC (TRC)10,039$152.1K0.01%+9,159+1,040.8%Added
Nisa Investment Advisors, LLC9,134$138.4K0.00%+1,190+15.0%Added
MetLife Investment Management9,025$136.7K0.00%+9,025New
American International Group, Inc.7,881$119.4K0.00%+5,254+200.0%Added
UBS Group AG7,128$108.0K0.00%+5,239+277.3%Added
Wells Fargo & Company6,147$93.1K0.00%+5,190+542.3%Added
New York State Common Retirement Fund5,944$90.1K0.00%−9−0.2%Reduced
Citigroup Inc5,607$84.9K0.00%+4,402+365.3%Added
California State Teachers Retirement System5,446$82.5K0.00%+3,423+169.2%Added
STRS Ohio3,400$51.0K0.00%+2,000+142.9%Added
Barclays PLC3,266$49.5K0.00%+448+15.9%Added
Group One Trading, L.P.2,949$44.7K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC2,411$36.5K0.00%+2,082+632.8%Added
Legal & General Group Plc2,239$33.9K0.00%+1,602+251.5%Added
Lindbrook Capital, LLC2,200$33.3K0.00%+750+51.7%Added
Dorsey Wright & Associates1,462$22.1K0.01%+147+11.2%Added
Ameritas Investment Partners, Inc.1,352$20.5K0.00%+902+200.4%Added
Russell Investments Group, Ltd.1,304$19.8K0.00%+894+218.0%Added
Amalgamated Bank1,185$18.0K0.00%+558+89.0%Added
Metropolitan Life Insurance Co935$14.2K0.00%+935New
Capital Advisors, Ltd. LLC596$9.00K0.00%+529+789.6%Added
Parallel Advisors, LLC515$7.80K0.00%00.0%Unchanged
Federated Hermes, Inc.359$5.44K0.00%+359New
25 LLC71$1.10K0.00%+34+91.9%Added
Advisor Group Holdings, Inc.30$4540.00%−7−18.9%Reduced
Covestor Ltd19$00.00%−16−45.7%Reduced
Cresset Asset Management, LLC0$00.00%−315,715−100.0%Sold out
CI Private Wealth, LLC0$00.00%−30,356−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−13,112−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−10,180−100.0%Sold out
ETF Managers Group, LLC––––Not filed