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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, Q2 2026

Institutional positions in Chicago Atlantic Real Estate Finance, Inc. as of Jun 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

Institutional holders
100
+2 vs. Q1 2026
Shares held
6.93M
+599.6K (+9.5%) vs. Q1 2026
Total value
$74.5M
+$2.62M (+3.6%) vs. Q1 2026
New holders
15
46 more added
Sold out
13
23 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 100 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 heldQ2 2026: $74.5M
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, Q2 2026

Shares, value and share of portfolio for each institution holding Chicago Atlantic Real Estate Finance, Inc.; share changes are against Q1 2026.

Institutions holding REFI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Van Eck Associates Corp0$00.00%−236,157−100.0%Sold out
Millennium Management LLC0$00.00%−49,595−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−27,384−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−12,580−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−10,150−100.0%Sold out
Vivaldi Capital Management, LLC0$00.00%−10,095−100.0%Sold out
MAI Capital Management0$00.00%−1,512−100.0%Sold out
Clear Street Markets LLC0$00.00%−633−100.0%Sold out
Central Trust Co0$00.00%−600−100.0%Sold out
Versant Capital Management, Inc0$00.00%−521−100.0%Sold out
North Star Investment Management Corp.0$00.00%−342−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−192−100.0%Sold out
Bare Financial Services, Inc0$00.00%−41−100.0%Sold out
Sunbelt Securities, Inc.––––Not filed
CWM, LLC––––Not filed