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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 2024

Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Jun 30, 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
90
+1 vs. Q1 2024
Shares held
5.66M
+101.1K (+1.8%) vs. Q1 2024
Total value
$87.0M
−$754.4K (−0.9%) vs. Q1 2024
New holders
14
35 more added
Sold out
13
26 more reduced

Compare with Q1 2024: 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 2024: 90 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 2024: $87.0M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q1 2024.

Institutions holding REFI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,411,227$21.7M0.00%+87,131+6.6%Added
Vanguard Group Inc826,364$12.7M0.00%+16,367+2.0%Added
Fielder Capital Group LLC547,677$8.41M3.23%+547,677New
Toroso Investments, LLC400,129$6.15M0.08%−121,352−23.3%Reduced
State Street Corp348,293$5.51M0.00%+5,874+1.7%Added
Emfo, LLC285,031$4.38M3.92%−6,978−2.4%Reduced
HighTower Advisors, LLC143,560$2.21M0.00%−43,954−23.4%Reduced
Northern Trust Corp133,529$2.05M0.00%−1,509−1.1%Reduced
Sage Mountain Advisors LLC133,467$2.05M0.19%+60,682+83.4%Added
Two Sigma Investments, LP120,332$1.85M0.00%−13,475−10.1%Reduced
Intrepid Capital Management Inc117,909$1.81M1.15%−266,503−69.3%Reduced
Two Sigma Advisers, LP113,900$1.75M0.00%−4,100−3.5%Reduced
AdvisorShares Investments LLC101,361$1.52M0.27%+12,000+13.4%Added
Bank of New York Mellon Corp59,219$909.6K0.00%+8,500+16.8%Added
Perritt Capital Management Inc59,044$906.9K0.50%−32−0.1%Reduced
Charles Schwab Investment Management Inc48,973$752.2K0.00%+2,181+4.7%Added
Morgan Stanley44,754$687.4K0.00%−2,539−5.4%Reduced
Commonwealth Equity Services, LLC37,337$574.0K0.00%+909+2.5%Added
Renaissance Technologies LLC36,300$557.6K0.00%+5,400+17.5%Added
Allspring Global Investments Holdings, LLC36,276$557.2K0.00%−2,830−7.2%Reduced
Penserra Capital Management LLC31,160$479.0K0.01%+1,160+3.9%Added
PBMares Wealth Management LLC30,810$473.2K0.12%00.0%Unchanged
Nuveen Asset Management, LLC30,309$466.2K0.00%00.0%Unchanged
Price T Rowe Associates Inc27,805$428.0K0.00%+4,700+20.3%Added
Mariner, LLC27,361$420.3K0.00%−2,049−7.0%Reduced
Jane Street Group, LLC25,394$390.1K0.00%+7,960+45.7%Added
Everett Harris & Co24,500$376.3K0.00%00.0%Unchanged
Invesco Ltd.23,899$367.1K0.00%+4,366+22.4%Added
Rhumbline Advisers23,754$364.9K0.00%+1,689+7.7%Added
Dumont & Blake Investment Advisors LLC22,434$344.6K0.05%+11,217+100.0%Added
Arrowstreet Capital, Limited Partnership20,758$319.0K0.00%−26,567−56.1%Reduced
Manufacturers Life Insurance Company, The20,335$312.3K0.00%+389+2.0%Added
Connor, Clark & Lunn Investment Management Ltd.16,543$254.1K0.00%−15,057−47.6%Reduced
Prudential Financial Inc16,361$251.3K0.00%−3,400−17.2%Reduced
Martingale Asset Management L P16,342$251.0K0.01%+711+4.5%Added
Truist Financial Corp15,418$236.8K0.00%00.0%Unchanged
AlTi Global, Inc.13,771$218.0K0.01%+410+3.1%Added
Royal Bank of Canada14,090$216.0K0.00%+3,159+28.9%Added
Alliancebernstein L.P.13,890$213.3K0.00%+13,890New
Citigroup Inc13,262$203.7K0.00%+1,448+12.3%Added
JPMorgan Chase & Co12,659$194.4K0.00%−21,275−62.7%Reduced
SlateStone Wealth, LLC12,416$191.0K0.02%00.0%Unchanged
Millennium Management LLC12,310$189.1K0.00%−4,812−28.1%Reduced
Geode Capital Management, LLC11,920$183.7K0.00%+11,920New
Old Mission Capital LLC11,453$175.9K0.00%+11,453New
Citadel Advisors LLC11,103$170.5K0.00%+10,859+4,450.4%Added
Brinker Capital Investments, LLC11,029$169.4K0.00%−4,902−30.8%Reduced
Orion Portfolio Solutions, LLC11,029$169.4K0.00%−4,902−30.8%Reduced
Balyasny Asset Management LLC10,464$160.7K0.00%−2,023−16.2%Reduced
Bank of America Corp10,419$160.0K0.00%+1,326+14.6%Added
State of Wisconsin Investment Board10,400$159.7K0.00%+10,400New
MetLife Investment Management9,960$153.0K0.00%+935+10.4%Added
UBS Group AG9,882$151.8K0.00%−11,687−54.2%Reduced
Corebridge Financial, Inc.9,095$139.7K0.00%+9,095New
Mirae Asset Global ETFs Holdings Ltd.8,135$125.0K0.00%+8,135New
Wells Fargo & Company7,429$114.1K0.00%+1,656+28.7%Added
Nisa Investment Advisors, LLC6,574$104.1K0.00%−2,500−27.6%Reduced
New York State Common Retirement Fund6,038$92.7K0.00%+4+0.1%Added
Barclays PLC5,954$91.5K0.00%−5,536−48.2%Reduced
Deutsche Bank AG4,988$76.6K0.00%−1,865−27.2%Reduced
Tower Research Capital LLC (TRC)3,697$56.8K0.00%+3,564+2,679.7%Added
STRS Ohio3,200$49.2K0.00%00.0%Unchanged
Lindbrook Capital, LLC2,988$45.9K0.00%+88+3.0%Added
State of Wyoming2,718$41.7K0.01%+2,718New
Legal & General Group Plc2,697$41.4K0.00%00.0%Unchanged
Russell Investments Group, Ltd.2,418$37.1K0.00%+1,031+74.3%Added
Advisor Group Holdings, Inc.2,417$37.1K0.00%+2,064+584.7%Added
Register Financial Advisors LLC2,062$31.7K0.02%00.0%Unchanged
Larson Financial Group LLC1,592$24.5K0.00%+14+0.9%Added
Ameritas Investment Partners, Inc.1,352$20.8K0.00%00.0%Unchanged
California State Teachers Retirement System1,225$18.8K0.00%−421−25.6%Reduced
Geneos Wealth Management Inc.1,000$15.4K0.00%00.0%Unchanged
Parallel Advisors, LLC840$12.9K0.00%00.0%Unchanged
Amalgamated Bank559$9.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC568$9.00K0.00%+56+10.9%Added
Farther Finance Advisors, LLC387$5.82K0.00%+387New
Newbridge Financial Services Group, Inc.350$5.38K0.00%−2,000−85.1%Reduced
Westside Investment Management, Inc.300$4.61K0.00%00.0%Unchanged
Huntington National Bank230$3.53K0.00%00.0%Unchanged
FMR LLC210$3.22K0.00%+1+0.5%Added
GAMMA Investing LLC192$2.95K0.00%+160+500.0%Added
SRS Capital Advisors, Inc.183$2.81K0.00%+183New
Creekmur Asset Management LLC145$2.23K0.00%+145New
Covestor Ltd153$2.00K0.00%+33+27.5%Added
Cornerstone Planning Group LLC125$1.90K0.00%+82+190.7%Added
Smartleaf Asset Management LLC111$1.73K0.00%+111New
CWM, LLC41$1.00K0.00%−293−87.7%Reduced
GWM Advisors LLC8$1230.00%+8New
Gradient Investments LLC0$60.00%0New
Jamison Private Wealth Management, Inc.1,000$00.00%00.0%Unchanged
Hudson Bay Capital Management LP0$00.00%−124,523−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−17,501−100.0%Sold out
Ritholtz Wealth Management0$00.00%−12,023−100.0%Sold out
Jump Financial, LLC0$00.00%−10,965−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−10,200−100.0%Sold out
Janus Henderson Group PLC0$00.00%−10,129−100.0%Sold out
American International Group, Inc.0$00.00%−8,069−100.0%Sold out
Quantbot Technologies LP0$00.00%−3,635−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−1,440−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−935−100.0%Sold out