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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, Q4 2024

Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Dec 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
103
+6 vs. Q3 2024
Shares held
7.24M
+1.01M (+16.3%) vs. Q3 2024
Total value
$112.0M
+$15.2M (+15.7%) vs. Q3 2024
New holders
20
41 more added
Sold out
14
23 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 103 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 heldQ4 2024: $112.0M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q3 2024.

Institutions holding REFI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.1,440,148$22.2M0.00%−32,547−2.2%Reduced
Vanguard Group Inc904,895$14.0M0.00%+23,398+2.7%Added
Intrepid Capital Management Inc711,127$11.0M5.58%+593,218+503.1%Added
Fielder Capital Group LLC674,286$10.4M3.24%+54,605+8.8%Added
State Street Corp528,274$8.49M0.00%+127,484+31.8%Added
Toroso Investments, LLC489,926$7.55M0.06%+4,316+0.9%Added
CI Private Wealth, LLC239,913$3.70M0.01%−47,253−16.5%Reduced
Two Sigma Advisers, LP169,100$2.61M0.01%−19,300−10.2%Reduced
Northern Trust Corp149,804$2.31M0.00%+13,113+9.6%Added
Two Sigma Investments, LP128,738$1.99M0.00%−1,472−1.1%Reduced
Sage Mountain Advisors LLC122,932$1.90M0.14%+6,329+5.4%Added
Allspring Global Investments Holdings, LLC120,576$1.86M0.00%+85,399+242.8%Added
Renaissance Technologies LLC87,686$1.35M0.00%−10,320−10.5%Reduced
Penserra Capital Management LLC86,680$1.34M0.02%+57,608+198.2%Added
HighTower Advisors, LLC78,566$1.21M0.00%+2,148+2.8%Added
AdvisorShares Investments LLC76,811$1.18M0.23%−8,550−10.0%Reduced
Morgan Stanley67,885$1.05M0.00%−7,132−9.5%Reduced
JPMorgan Chase & Co65,465$1.01M0.00%+31,391+92.1%Added
Connor, Clark & Lunn Investment Management Ltd.60,700$936.0K0.00%−7,977−11.6%Reduced
Perritt Capital Management Inc54,113$834.4K0.43%−4,966−8.4%Reduced
Charles Schwab Investment Management Inc51,332$791.5K0.00%+2,354+4.8%Added
Millennium Management LLC48,957$754.9K0.00%+16,894+52.7%Added
Bank of New York Mellon Corp45,090$695.3K0.00%−476−1.0%Reduced
Commonwealth Equity Services, LLC44,659$689.0K0.00%+1,842+4.3%Added
Price T Rowe Associates Inc37,460$578.0K0.00%+4,454+13.5%Added
Magnus Financial Group LLC32,962$508.3K0.05%+32,962New
Gladstone Institutional Advisory LLC32,435$500.1K0.02%−40−0.1%Reduced
Nuveen Asset Management, LLC31,790$490.2K0.00%+1,481+4.9%Added
PBMares Wealth Management LLC30,810$475.1K0.10%00.0%Unchanged
Doliver Advisors, LP27,438$423.1K0.12%+16,438+149.4%Added
Barclays PLC26,127$402.9K0.00%+3,984+18.0%Added
Brinker Capital Investments, LLC25,168$388.1K0.00%+15,092+149.8%Added
Orion Portfolio Solutions, LLC25,168$388.1K0.00%+15,092+149.8%Added
Rhumbline Advisers24,559$378.7K0.00%−59−0.2%Reduced
Everett Harris & Co24,500$377.8K0.00%00.0%Unchanged
Atom Investors LP24,099$371.6K0.05%+24,099New
Mariner, LLC22,978$354.3K0.00%−1,912−7.7%Reduced
Manufacturers Life Insurance Company, The22,371$345.0K0.00%+687+3.2%Added
Savant Capital, LLC20,712$319.4K0.00%+20,712New
Cubist Systematic Strategies, LLC19,760$304.7K0.00%+19,760New
TownSquare Capital, LLC19,647$303.0K0.00%+9,207+88.2%Added
Citigroup Inc18,664$287.8K0.00%−3,414−15.5%Reduced
Martingale Asset Management L P18,340$282.8K0.01%+295+1.6%Added
Catalina Capital Group, LLC16,438$253.5K0.08%+16,438New
Bank of America Corp15,767$243.1K0.00%+5,126+48.2%Added
AlTi Global, Inc.14,605$234.7K0.01%+423+3.0%Added
Alliancebernstein L.P.14,940$230.4K0.00%00.0%Unchanged
Royal Bank of Canada14,688$227.0K0.00%−142−1.0%Reduced
United Advisor Group, LLC14,550$224.4K0.04%−6,000−29.2%Reduced
UBS Group AG13,900$214.3K0.00%+603+4.5%Added
Geode Capital Management, LLC12,982$200.9K0.00%+663+5.4%Added
HB Wealth Management, LLC12,418$191.5K0.00%+12,418New
SlateStone Wealth, LLC12,416$191.0K0.02%00.0%Unchanged
Susquehanna International Group, LLP11,741$181.0K0.00%+11,741New
Dumont & Blake Investment Advisors LLC11,217$173.0K0.05%00.0%Unchanged
Bleakley Financial Group, LLC10,607$163.6K0.00%+10,607New
Wells Fargo & Company10,194$157.2K0.00%+2,432+31.3%Added
MetLife Investment Management9,960$153.6K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.9,740$150.2K0.00%+556+6.1%Added
Deutsche Bank AG9,557$147.4K0.00%+4,569+91.6%Added
Corebridge Financial, Inc.8,636$133.2K0.00%−404−4.5%Reduced
SG Americas Securities, LLC7,739$119.0K0.00%+7,739New
Citadel Advisors LLC6,502$100.3K0.00%+1,446+28.6%Added
Advisor Group Holdings, Inc.6,093$93.9K0.00%+6,093New
New York State Common Retirement Fund6,038$93.1K0.00%00.0%Unchanged
Lindbrook Capital, LLC5,845$90.1K0.01%+170+3.0%Added
BNP Paribas Arbitrage, SA5,581$86.1K0.00%+5,581New
Nisa Investment Advisors, LLC5,180$83.2K0.00%00.0%Unchanged
Legal & General Group Plc4,384$67.6K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey4,346$67.0K0.00%+4,346New
Russell Investments Group, Ltd.3,321$51.2K0.00%+833+33.5%Added
STRS Ohio3,200$49.3K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,667$41.1K0.00%+838+45.8%Added
Quantbot Technologies LP2,631$40.6K0.00%+2,631New
GeoWealth Management, LLC2,576$39.7K0.00%−992−27.8%Reduced
Geneos Wealth Management Inc.2,000$30.8K0.00%00.0%Unchanged
FMR LLC1,535$23.7K0.00%+1,147+295.6%Added
MAI Capital Management1,500$23.1K0.00%+1,500New
Ameritas Investment Partners, Inc.1,352$20.8K0.00%00.0%Unchanged
California State Teachers Retirement System1,292$19.9K0.00%+67+5.5%Added
Parallel Advisors, LLC840$13.0K0.00%00.0%Unchanged
Larson Financial Group LLC791$12.2K0.00%+68+9.4%Added
Amalgamated Bank559$9.00K0.00%00.0%Unchanged
Sterling Capital Management LLC543$8.37K0.00%+489+905.6%Added
Capital Advisors, Ltd. LLC539$8.00K0.00%−29−5.1%Reduced
Point72 Asia (Singapore) Pte. Ltd.507$7.81K0.00%+507New
Westside Investment Management, Inc.500$7.71K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec500$7.71K0.00%00.0%Unchanged
Farther Finance Advisors, LLC489$7.54K0.00%+102+26.4%Added
Transce3nd, LLC442$6.82K0.00%+442New
Harbor Capital Advisors, Inc.340$5.00K0.00%+157+85.8%Added
GAMMA Investing LLC301$4.64K0.00%+112+59.3%Added
Fortitude Family Office, LLC249$3.84K0.00%+249New
Huntington National Bank230$3.55K0.00%00.0%Unchanged
CWM, LLC177$3.00K0.00%−13−6.8%Reduced
SRS Capital Advisors, Inc.150$2.31K0.00%−33−18.0%Reduced
Jones Financial Companies LLLP139$2.14K0.00%+139New
Covestor Ltd99$2.00K0.00%−6−5.7%Reduced
ORG Partners LLC85$1.31K0.00%00.0%Unchanged
Cornerstone Planning Group LLC35$5320.00%−47−57.3%Reduced