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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 2024

Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Mar 31, 2024. 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
89
+8 vs. Q4 2023
Shares held
5.56M
+944.7K (+20.5%) vs. Q4 2023
Total value
$87.8M
+$13.0M (+17.3%) vs. Q4 2023
New holders
17
27 more added
Sold out
9
25 more reduced

Compare with Q4 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 holdersQ1 2024: 89 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 2024: $87.8M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q4 2023.

Institutions holding REFI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,324,096$20.9M0.00%+4,350+0.3%Added
Vanguard Group Inc809,997$12.8M0.00%+42,740+5.6%Added
Toroso Investments, LLC521,481$8.22M0.14%+521,481New
Intrepid Capital Management Inc384,412$6.06M3.93%+211,411+122.2%Added
State Street Corp342,419$5.56M0.00%+75,303+28.2%Added
Emfo, LLC292,009$4.60M4.21%00.0%Unchanged
HighTower Advisors, LLC187,514$2.96M0.00%+8,413+4.7%Added
Northern Trust Corp135,038$2.13M0.00%−5,980−4.2%Reduced
Two Sigma Investments, LP133,807$2.11M0.01%+2,654+2.0%Added
Hudson Bay Capital Management LP124,523$1.96M0.02%+124,523New
Two Sigma Advisers, LP118,000$1.86M0.00%+25,700+27.8%Added
AdvisorShares Investments LLC89,361$1.41M0.24%+10,000+12.6%Added
Sage Mountain Advisors LLC72,785$1.15M0.12%+872+1.2%Added
Perritt Capital Management Inc59,076$931.6K0.50%+42+0.1%Added
Bank of New York Mellon Corp50,719$799.8K0.00%−3,035−5.6%Reduced
Arrowstreet Capital, Limited Partnership47,325$746.0K0.00%+29,062+159.1%Added
Morgan Stanley47,293$745.8K0.00%−8,812−15.7%Reduced
Charles Schwab Investment Management Inc46,792$737.9K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC39,106$616.7K0.00%−364−0.9%Reduced
Commonwealth Equity Services, LLC36,428$574.0K0.00%+1,363+3.9%Added
JPMorgan Chase & Co33,934$535.1K0.00%+13,826+68.8%Added
Connor, Clark & Lunn Investment Management Ltd.31,600$498.3K0.00%−22,274−41.3%Reduced
Renaissance Technologies LLC30,900$487.0K0.00%+2,400+8.4%Added
PBMares Wealth Management LLC30,810$485.9K0.13%−1,000−3.1%Reduced
Nuveen Asset Management, LLC30,309$478.6K0.00%00.0%Unchanged
Penserra Capital Management LLC30,000$473.0K0.01%+30,000New
Mariner, LLC29,410$463.8K0.00%−7,693−20.7%Reduced
Everett Harris & Co24,500$386.4K0.01%00.0%Unchanged
Price T Rowe Associates Inc23,105$365.0K0.00%+1,111+5.1%Added
Rhumbline Advisers22,065$348.0K0.00%+657+3.1%Added
UBS Group AG21,569$340.1K0.00%−2,395−10.0%Reduced
Manufacturers Life Insurance Company, The19,946$314.5K0.00%−622−3.0%Reduced
Prudential Financial Inc19,761$311.6K0.00%+5,300+36.7%Added
Invesco Ltd.19,533$308.0K0.00%+740+3.9%Added
O'Shaughnessy Asset Management, LLC17,501$276.0K0.00%+747+4.5%Added
Jane Street Group, LLC17,434$274.9K0.00%+17,434New
Millennium Management LLC17,122$270.0K0.00%+17,122New
Brinker Capital Investments, LLC15,931$251.2K0.00%+15,931New
Orion Portfolio Solutions, LLC15,931$251.2K0.00%+15,931New
Martingale Asset Management L P15,631$246.5K0.00%00.0%Unchanged
Truist Financial Corp15,418$243.1K0.00%−726−4.5%Reduced
AlTi Global, Inc.13,361$217.0K0.01%+377+2.9%Added
Balyasny Asset Management LLC12,487$196.9K0.00%+12,487New
SlateStone Wealth, LLC12,416$196.0K0.02%00.0%Unchanged
Ritholtz Wealth Management12,023$189.6K0.01%+525+4.6%Added
Citigroup Inc11,814$186.3K0.00%+8,471+253.4%Added
Barclays PLC11,490$181.2K0.00%−10,981−48.9%Reduced
Dumont & Blake Investment Advisors LLC11,217$176.9K0.05%00.0%Unchanged
Jump Financial, LLC10,965$172.9K0.00%−135−1.2%Reduced
Royal Bank of Canada10,931$172.0K0.00%−5,029−31.5%Reduced
Tudor Investment Corp Et Al10,200$160.9K0.00%00.0%Unchanged
Janus Henderson Group PLC10,129$159.7K0.00%−1,247−11.0%Reduced
Nisa Investment Advisors, LLC9,074$147.4K0.00%00.0%Unchanged
Bank of America Corp9,093$143.4K0.00%−20,151−68.9%Reduced
MetLife Investment Management9,025$142.3K0.00%00.0%Unchanged
American International Group, Inc.8,069$127.2K0.00%−69−0.8%Reduced
Deutsche Bank AG6,853$108.1K0.00%00.0%Unchanged
New York State Common Retirement Fund6,034$95.2K0.00%−8−0.1%Reduced
Wells Fargo & Company5,773$91.0K0.00%+743+14.8%Added
Quantbot Technologies LP3,635$57.3K0.00%−140−3.7%Reduced
STRS Ohio3,200$50.0K0.00%−200−5.9%Reduced
Lindbrook Capital, LLC2,900$45.7K0.00%−1,838−38.8%Reduced
Legal & General Group Plc2,697$42.5K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.2,350$37.1K0.02%+2,350New
Register Financial Advisors LLC2,062$32.5K0.02%+2,062New
California State Teachers Retirement System1,646$26.0K0.00%−1,049−38.9%Reduced
Larson Financial Group LLC1,578$24.9K0.00%+1,210+328.8%Added
Northwestern Mutual Wealth Management Co1,440$22.7K0.00%+1,440New
Russell Investments Group, Ltd.1,387$21.9K0.00%+16+1.2%Added
Ameritas Investment Partners, Inc.1,352$21.3K0.00%00.0%Unchanged
Geneos Wealth Management Inc.1,000$15.8K0.00%00.0%Unchanged
Metropolitan Life Insurance Co935$14.7K0.00%00.0%Unchanged
Parallel Advisors, LLC840$13.2K0.00%00.0%Unchanged
Federated Hermes, Inc.761$12.0K0.00%00.0%Unchanged
Amalgamated Bank559$9.00K0.00%−876−61.0%Reduced
Capital Advisors, Ltd. LLC512$8.00K0.00%00.0%Unchanged
Bogart Wealth, LLC412$6.49K0.00%+12+3.0%Added
Advisor Group Holdings, Inc.353$5.57K0.00%−18−4.9%Reduced
CWM, LLC334$5.00K0.00%+334New
Westside Investment Management, Inc.300$4.73K0.00%+300New
Citadel Advisors LLC244$3.85K0.00%+244New
Huntington National Bank230$3.63K0.00%00.0%Unchanged
FMR LLC209$3.30K0.00%−118−36.1%Reduced
Tower Research Capital LLC (TRC)133$2.10K0.00%−5,496−97.6%Reduced
Covestor Ltd120$2.00K0.00%+118+5,900.0%Added
Cornerstone Planning Group LLC43$6880.00%+43New
GAMMA Investing LLC32$5050.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$470.00%+3New
Jamison Private Wealth Management, Inc.1,000$00.00%+1,000New
Acadian Asset Management LLC0$00.00%−56,673−100.0%Sold out
AXS Investments LLC0$00.00%−45,985−100.0%Sold out
Stifel Financial Corp0$00.00%−24,315−100.0%Sold out
Dakota Wealth Management0$00.00%−13,298−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−12,715−100.0%Sold out
SG Americas Securities, LLC0$00.00%−8,931−100.0%Sold out
Castleview Partners, LLC0$00.00%−2,763−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−750−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−458−100.0%Sold out