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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 2026

Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Sep 30, 2026. 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
2
+1 vs. Q2 2026
Shares held
129.4K
+18.4K (+16.6%) vs. Q2 2026
Total value
$1.30M
+$106.7K (+9.0%) vs. Q2 2026
New holders
1
1 more added
Sold out
0
0 more reduced

99 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders
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 held
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 2026

Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q2 2026.

Institutions holding REFI in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Doliver Advisors, LP128,782$1.29M0.28%+17,774+16.0%Added
Versant Capital Management, Inc626$6.27K0.00%+626New
BlackRock, Inc.––––Not filed
Fielder Capital Group LLC––––Not filed
Vanguard Capital Management LLC––––Not filed
State Street Corp––––Not filed
Segall Bryant & Hamill, LLC––––Not filed
CDC Financial, Inc.––––Not filed
Clayton Partners LLC––––Not filed
CI Private Wealth, LLC––––Not filed
Northern Trust Corp––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
Penserra Capital Management LLC––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Arrowstreet Capital, Limited Partnership––––Not filed
Intrepid Capital Management Inc––––Not filed
Price T Rowe Associates Inc––––Not filed
Morgan Stanley––––Not filed
Odyssean, LLC––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Quantinno Capital Management LP––––Not filed
Bank of New York Mellon Corp––––Not filed
Raymond James Financial Inc––––Not filed
AQR Capital Management LLC––––Not filed
Atom Investors LP––––Not filed
Magnus Financial Group LLC––––Not filed
Renaissance Technologies LLC––––Not filed
Sage Mountain Advisors LLC––––Not filed
Invesco Ltd.––––Not filed
Toroso Investments, LLC––––Not filed
United Advisor Group, LLC––––Not filed
Geode Capital Management, LLC––––Not filed
Nuveen, LLC––––Not filed
Alliancebernstein L.P.––––Not filed
Rhumbline Advisers––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
MML Investors Services, LLC––––Not filed
Mission Financial Group, LLC––––Not filed
Empowered Funds, LLC––––Not filed
Envestnet Asset Management Inc––––Not filed
Cerity Partners LLC––––Not filed
AlTi Global, Inc.––––Not filed
Deutsche Bank AG––––Not filed
Everett Harris & Co––––Not filed
Virtus Investment Advisers, Inc.––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
FMR LLC––––Not filed
Wells Fargo & Company––––Not filed
Mercer Global Advisors Inc––––Not filed
Bank of America Corp––––Not filed
Y-Intercept (Hong Kong) Ltd––––Not filed
Russell Investments Group, Ltd.––––Not filed
Goldman Sachs Group Inc––––Not filed
HB Wealth Management, LLC––––Not filed
MetLife Investment Management––––Not filed
Citigroup Inc––––Not filed
Eurizon Capital SGR S.p.A.––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
JPMorgan Chase & Co––––Not filed
Simplex Trading, LLC––––Not filed
Vanguard Global Advisers, LLC––––Not filed
New York State Common Retirement Fund––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
UBS Group AG––––Not filed
STRS Ohio––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Barclays PLC––––Not filed
Geneos Wealth Management Inc.––––Not filed
GAMMA Investing LLC––––Not filed
MCF Advisors LLC––––Not filed
Legal & General Group Plc––––Not filed
Royal Bank of Canada––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Nisa Investment Advisors, LLC––––Not filed
Westside Investment Management, Inc.––––Not filed
Sterling Capital Management LLC––––Not filed
Harbor Capital Advisors, Inc.––––Not filed
Atlantic Union Bankshares Corp––––Not filed
California State Teachers Retirement System––––Not filed
Triumph Capital Management––––Not filed
Larson Financial Group LLC––––Not filed
IFP Advisors, Inc––––Not filed
Allworth Financial LP––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Covestor Ltd––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Allied Private Wealth LLC––––Not filed
True Wealth Design, LLC––––Not filed
Zions Bancorporation, National Association––––Not filed
UMA Financial Services, Inc.––––Not filed
Ares Financial Consulting, LLC––––Not filed
Rothschild Investment LLC––––Not filed
Essential Partners LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed