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 2025
Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Sep 30, 2025. 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
- 97
- +2 vs. Q2 2025
- Shares held
- 6.62M
- +315.7K (+5.0%) vs. Q2 2025
- Total value
- $84.9M
- −$3.33M (−3.8%) vs. Q2 2025
- New holders
- 16
- 36 more added
- Sold out
- 14
- 25 more reduced
Compare with Q2 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 100 | $74.5M |
| Q1 2026 | 100 | $71.9M |
| Q4 2025 | 101 | $80.6M |
| Q3 2025 | 97 | $84.9M |
| Q2 2025 | 95 | $88.3M |
| Q1 2025 | 109 | $97.0M |
| Q4 2024 | 103 | $112.0M |
| Q3 2024 | 98 | $97.0M |
| Q2 2024 | 90 | $87.0M |
| Q1 2024 | 89 | $87.8M |
| Q4 2023 | 81 | $74.8M |
| Q3 2023 | 73 | $67.6M |
| Q2 2023 | 72 | $65.2M |
| Q1 2023 | 64 | $49.0M |
| Q4 2022 | 49 | $52.9M |
| Q3 2022 | 46 | $39.9M |
| Q2 2022 | 41 | $36.4M |
| Q1 2022 | 41 | $35.0M |
| Q4 2021 | 20 | $30.8M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −13,743−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −10,116−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −3,333−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −9−100.0% | Sold out |