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 2025
Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Dec 31, 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
- 101
- +5 vs. Q3 2025
- Shares held
- 6.56M
- −34.9K (−0.5%) vs. Q3 2025
- Total value
- $80.6M
- −$3.93M (−4.6%) vs. Q3 2025
- New holders
- 21
- 36 more added
- Sold out
- 16
- 31 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,440,771 | $17.7M | 0.00% | +24,130+1.7% | Added |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −198,812−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −45,085−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −21,435−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −20,483−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −20,222−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −12,498−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −11,438−100.0% | Sold out |
| Dumont & Blake Investment Advisors LLC | 0 | $0 | 0.00% | −11,217−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −10,650−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −8,631−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,027−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,651−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| PBMares Wealth Management LLC | – | – | – | – | Not filed |