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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 2024

Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Sep 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
98
+10 vs. Q2 2024
Shares held
6.24M
+2.28M (+57.5%) vs. Q2 2024
Total value
$97.0M
+$36.0M (+59.0%) vs. Q2 2024
New holders
19
39 more added
Sold out
9
20 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 98 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 2024: $97.0M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q2 2024.

Institutions holding REFI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.1,472,695$22.8M0.00%+1,472,695New
Vanguard Group Inc881,497$13.7M0.00%+55,133+6.7%Added
Fielder Capital Group LLC619,681$9.61M3.18%+72,004+13.1%Added
Toroso Investments, LLC485,610$7.53M0.08%+85,481+21.4%Added
State Street Corp400,790$6.40M0.00%+52,497+15.1%Added
CI Private Wealth, LLC287,166$4.45M0.01%+287,166New
Two Sigma Advisers, LP188,400$2.92M0.01%+74,500+65.4%Added
Northern Trust Corp136,691$2.12M0.00%+3,162+2.4%Added
Two Sigma Investments, LP130,210$2.02M0.00%+9,878+8.2%Added
Intrepid Capital Management Inc117,909$1.83M1.01%00.0%Unchanged
Sage Mountain Advisors LLC116,603$1.81M0.15%−16,864−12.6%Reduced
Renaissance Technologies LLC98,006$1.52M0.00%+61,706+170.0%Added
AdvisorShares Investments LLC85,361$1.32M0.25%−16,000−15.8%Reduced
HighTower Advisors, LLC76,418$1.19M0.00%−67,142−46.8%Reduced
Morgan Stanley75,017$1.16M0.00%+30,263+67.6%Added
Connor, Clark & Lunn Investment Management Ltd.68,677$1.07M0.01%+52,134+315.1%Added
Perritt Capital Management Inc59,079$916.3K0.47%+35+0.1%Added
Charles Schwab Investment Management Inc48,978$759.6K0.00%+50.0%Added
Bank of New York Mellon Corp45,566$706.7K0.00%−13,653−23.1%Reduced
Commonwealth Equity Services, LLC42,817$664.0K0.00%+5,480+14.7%Added
Allspring Global Investments Holdings, LLC35,177$545.6K0.00%−1,099−3.0%Reduced
JPMorgan Chase & Co34,074$528.5K0.00%+21,415+169.2%Added
Price T Rowe Associates Inc33,006$512.0K0.00%+5,201+18.7%Added
Gladstone Institutional Advisory LLC32,475$503.7K0.02%+32,475New
Millennium Management LLC32,063$497.3K0.00%+19,753+160.5%Added
PBMares Wealth Management LLC30,810$477.9K0.10%00.0%Unchanged
Nuveen Asset Management, LLC30,309$470.7K0.00%00.0%Unchanged
Penserra Capital Management LLC29,072$450.0K0.01%−2,088−6.7%Reduced
Mariner, LLC24,890$386.0K0.00%−2,471−9.0%Reduced
Rhumbline Advisers24,618$381.8K0.00%+864+3.6%Added
Everett Harris & Co24,500$380.0K0.00%00.0%Unchanged
Barclays PLC22,143$343.4K0.00%+16,189+271.9%Added
Citigroup Inc22,078$342.4K0.00%+8,816+66.5%Added
Manufacturers Life Insurance Company, The21,684$336.3K0.00%+1,349+6.6%Added
United Advisor Group, LLC20,550$318.7K0.07%+20,550New
Prudential Financial Inc20,161$312.7K0.00%+3,800+23.2%Added
Jane Street Group, LLC20,084$311.5K0.00%−5,310−20.9%Reduced
Martingale Asset Management L P18,045$279.9K0.01%+1,703+10.4%Added
ExodusPoint Capital Management, LP16,600$257.0K0.00%+16,600New
Alliancebernstein L.P.14,940$231.7K0.00%+1,050+7.6%Added
Royal Bank of Canada14,830$230.0K0.00%+740+5.3%Added
AlTi Global, Inc.14,182$226.6K0.01%+411+3.0%Added
UBS Group AG13,297$206.2K0.00%+3,415+34.6%Added
Alera Investment Advisors, LLC13,289$206.1K0.02%+13,289New
SlateStone Wealth, LLC12,416$193.0K0.02%00.0%Unchanged
Truist Financial Corp12,418$192.6K0.00%−3,000−19.5%Reduced
Geode Capital Management, LLC12,319$191.6K0.00%+399+3.3%Added
Essex Financial Services, Inc.11,721$180.3K0.01%+11,721New
State of Wisconsin Investment Board11,300$175.3K0.00%+900+8.7%Added
Dumont & Blake Investment Advisors LLC11,217$174.0K0.05%−11,217−50.0%Reduced
Doliver Advisors, LP11,000$170.6K0.05%+11,000New
Mercer Global Advisors Inc10,800$166.2K0.00%+10,800New
Bank of America Corp10,641$165.0K0.00%+222+2.1%Added
TownSquare Capital, LLC10,440$161.9K0.00%+10,440New
Janus Henderson Group PLC10,344$160.4K0.00%+10,344New
Brinker Capital Investments, LLC10,076$156.3K0.00%−953−8.6%Reduced
Orion Portfolio Solutions, LLC10,076$156.3K0.00%−953−8.6%Reduced
MetLife Investment Management9,960$154.5K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.9,184$142.4K0.00%+1,049+12.9%Added
Corebridge Financial, Inc.9,040$140.2K0.00%−55−0.6%Reduced
Wells Fargo & Company7,762$120.4K0.00%+333+4.5%Added
New York State Common Retirement Fund6,038$93.6K0.00%00.0%Unchanged
Lindbrook Capital, LLC5,675$88.0K0.01%+2,687+89.9%Added
Nisa Investment Advisors, LLC5,180$83.1K0.00%−1,394−21.2%Reduced
Citadel Advisors LLC5,056$78.4K0.00%−6,047−54.5%Reduced
Deutsche Bank AG4,988$77.4K0.00%00.0%Unchanged
Legal & General Group Plc4,384$68.0K0.00%+1,687+62.6%Added
GeoWealth Management, LLC3,568$55.3K0.00%+3,568New
State of Wyoming3,207$49.7K0.01%+489+18.0%Added
STRS Ohio3,200$49.6K0.00%00.0%Unchanged
Russell Investments Group, Ltd.2,488$38.6K0.00%+70+2.9%Added
Geneos Wealth Management Inc.2,000$31.0K0.00%+1,000+100.0%Added
Tower Research Capital LLC (TRC)1,829$28.4K0.00%−1,868−50.5%Reduced
Baldwin Brothers Inc1,396$22.3K0.00%+1,396New
Ameritas Investment Partners, Inc.1,352$21.0K0.00%00.0%Unchanged
California State Teachers Retirement System1,225$19.0K0.00%00.0%Unchanged
Parallel Advisors, LLC840$13.0K0.00%00.0%Unchanged
Larson Financial Group LLC723$11.2K0.00%−869−54.6%Reduced
Amalgamated Bank559$9.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC568$9.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.500$7.75K0.00%+200+66.7%Added
Federation des caisses Desjardins du Quebec500$7.75K0.00%+500New
FMR LLC388$6.02K0.00%+178+84.8%Added
Farther Finance Advisors, LLC387$6.00K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC300$4.65K0.00%+300New
Huntington National Bank230$3.57K0.00%00.0%Unchanged
CWM, LLC190$3.00K0.00%+149+363.4%Added
Harbor Capital Advisors, Inc.183$3.00K0.00%+183New
GAMMA Investing LLC189$2.93K0.00%−3−1.6%Reduced
SRS Capital Advisors, Inc.183$2.84K0.00%00.0%Unchanged
Covestor Ltd105$2.00K0.00%−48−31.4%Reduced
Smartleaf Asset Management LLC111$1.78K0.00%00.0%Unchanged
ORG Partners LLC85$1.32K0.00%+85New
Cornerstone Planning Group LLC82$1.25K0.00%−43−34.4%Reduced
Sterling Capital Management LLC54$8380.00%+54New
GWM Advisors LLC8$1240.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co6$930.00%+6New
Jamison Private Wealth Management, Inc.1,000$00.00%00.0%Unchanged
Invesco Ltd.0$00.00%−23,899−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−20,758−100.0%Sold out