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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, Q3 2023

Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Sep 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
73
+1 vs. Q2 2023
Shares held
4.58M
+286.8K (+6.7%) vs. Q2 2023
Total value
$67.6M
+$2.38M (+3.7%) vs. Q2 2023
New holders
9
29 more added
Sold out
8
21 more reduced

Compare with Q2 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 holdersQ3 2023: 73 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 heldQ3 2023: $67.6M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q2 2023.

Institutions holding REFI in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,266,789$18.6M0.00%+181,729+16.7%Added
Vanguard Group Inc754,430$11.1M0.00%+153,911+25.6%Added
Emfo, LLC298,403$4.39M4.14%00.0%Unchanged
State Street Corp224,454$3.41M0.00%+10,994+5.2%Added
HighTower Advisors, LLC173,334$2.55M0.00%+5,508+3.3%Added
Intrepid Capital Management Inc173,001$2.55M1.76%00.0%Unchanged
Two Sigma Investments, LP162,188$2.39M0.01%−23,357−12.6%Reduced
Two Sigma Advisers, LP139,700$2.06M0.01%−13,500−8.8%Reduced
Northern Trust Corp133,182$1.96M0.00%+22,267+20.1%Added
Millennium Management LLC126,876$1.87M0.00%+62,791+98.0%Added
AdvisorShares Investments LLC80,449$1.18M0.32%+5,040+6.7%Added
Acadian Asset Management LLC67,464$992.0K0.00%+46,544+222.5%Added
Perritt Capital Management Inc66,034$972.0K0.56%−12,797−16.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.57,370$844.5K0.00%+27,132+89.7%Added
Bank of New York Mellon Corp54,368$800.3K0.00%+12,072+28.5%Added
Sage Mountain Advisors LLC54,029$795.3K0.11%+3,244+6.4%Added
Mariner, LLC49,833$733.5K0.00%+5,478+12.4%Added
Charles Schwab Investment Management Inc48,508$714.0K0.00%+8,256+20.5%Added
AXS Investments LLC48,100$708.0K0.18%−1,697−3.4%Reduced
Allspring Global Investments Holdings, LLC41,985$618.0K0.00%+39,574+1,641.4%Added
Morgan Stanley37,945$558.5K0.00%−359−0.9%Reduced
Commonwealth Equity Services, LLC34,189$503.0K0.00%+821+2.5%Added
Deutsche Bank AG33,506$493.2K0.00%−6,366−16.0%Reduced
Renaissance Technologies LLC32,900$484.0K0.00%−66,800−67.0%Reduced
PBMares Wealth Management LLC30,110$443.2K0.16%00.0%Unchanged
Everett Harris & Co24,500$360.6K0.01%00.0%Unchanged
Stifel Financial Corp24,459$360.0K0.00%+24,459New
Rhumbline Advisers21,584$317.7K0.00%+1,232+6.1%Added
Nuveen Asset Management, LLC21,531$316.9K0.00%00.0%Unchanged
Bank of America Corp21,318$313.8K0.00%+7,976+59.8%Added
Manufacturers Life Insurance Company, The19,927$293.3K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC16,516$243.1K0.00%+1,913+13.1%Added
Old Mission Capital LLC16,215$238.7K0.01%+16,215New
UBS Group AG16,026$235.9K0.00%+8,898+124.8%Added
Martingale Asset Management L P14,831$218.3K0.00%+14,831New
Dakota Wealth Management13,273$195.4K0.01%−14,977−53.0%Reduced
Truist Financial Corp13,144$193.5K0.00%−21,640−62.2%Reduced
Tiedemann Advisors, LLC12,591$191.3K0.01%+376+3.1%Added
Royal Bank of Canada12,988$191.0K0.00%+2,785+27.3%Added
Mirae Asset Global Investments Co., Ltd.12,715$187.2K0.00%+12,715New
Invesco Ltd.11,988$176.5K0.00%+1,252+11.7%Added
Ritholtz Wealth Management11,312$166.5K0.01%+660+6.2%Added
Dumont & Blake Investment Advisors LLC11,217$165.0K0.06%00.0%Unchanged
JPMorgan Chase & Co11,112$163.6K0.00%−2,443−18.0%Reduced
Jump Financial, LLC10,200$150.1K0.01%−6,100−37.4%Reduced
Tudor Investment Corp Et Al10,200$150.1K0.00%00.0%Unchanged
MetLife Investment Management9,025$132.8K0.00%00.0%Unchanged
American International Group, Inc.8,171$120.3K0.00%+290+3.7%Added
SG Americas Securities, LLC7,144$105.0K0.00%+7,144New
Nisa Investment Advisors, LLC6,574$96.8K0.00%−2,560−28.0%Reduced
New York State Common Retirement Fund6,033$88.8K0.00%+89+1.5%Added
Wells Fargo & Company4,037$59.4K0.00%−2,110−34.3%Reduced
California State Teachers Retirement System3,613$53.2K0.00%−1,833−33.7%Reduced
STRS Ohio3,400$50.0K0.00%00.0%Unchanged
Barclays PLC2,855$42.0K0.00%−411−12.6%Reduced
Lindbrook Capital, LLC2,267$33.4K0.00%+67+3.0%Added
Legal & General Group Plc1,982$29.2K0.00%−257−11.5%Reduced
Dorsey Wright & Associates1,413$20.8K0.01%−49−3.4%Reduced
Russell Investments Group, Ltd.1,387$20.4K0.00%+83+6.4%Added
Ameritas Investment Partners, Inc.1,352$19.9K0.00%00.0%Unchanged
Amalgamated Bank1,185$17.0K0.00%00.0%Unchanged
Citigroup Inc942$13.9K0.00%−4,665−83.2%Reduced
Tower Research Capital LLC (TRC)936$13.8K0.00%−9,103−90.7%Reduced
Metropolitan Life Insurance Co935$13.8K0.00%00.0%Unchanged
Parallel Advisors, LLC840$12.4K0.00%+325+63.1%Added
Federated Hermes, Inc.784$11.5K0.00%+425+118.4%Added
Capital Advisors, Ltd. LLC513$8.00K0.00%−83−13.9%Reduced
Larson Financial Group LLC358$5.27K0.00%+358New
Simplex Trading, LLC330$4.00K0.00%+330New
Huntington National Bank230$3.39K0.00%+230New
Quantbot Technologies LP79$1.16K0.00%+79New
Advisor Group Holdings, Inc.30$4410.00%00.0%Unchanged
Covestor Ltd1$00.00%−18−94.7%Reduced
Vident Investment Advisory, LLC0$00.00%−65,116−100.0%Sold out
Quadrature Capital Ltd0$00.00%−55,774−100.0%Sold out
Citadel Advisors LLC0$00.00%−31,525−100.0%Sold out
Brown Advisory Inc0$00.00%−23,484−100.0%Sold out
Jane Street Group, LLC0$00.00%−19,519−100.0%Sold out
Virtu Financial LLC0$00.00%−11,688−100.0%Sold out
Group One Trading, L.P.0$00.00%−2,949−100.0%Sold out
25 LLC0$00.00%−71−100.0%Sold out