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Chicago Atlantic Real Estate Finance (REFI) Institutional Ownership

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$15.59
-0.22 (-1.39%)
(As of 05/16/2024 ET)
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Institutional Ownership Changes (13F Filings) for Chicago Atlantic Real Estate Finance (NASDAQ:REFI)

Current
Institutional Ownership
Percentage
25.48%
Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$5.37M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.39M
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REFI Institutional Buying and Selling by Quarter

Chicago Atlantic Real Estate Finance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024California State Teachers Retirement System1,646$26K0.0%-38.9%0.009%
5/16/2024 Janus Henderson Group PLC10,129$160K0.0%-11.0%0.053%
5/15/2024 Price T Rowe Associates Inc. MD23,105$365K0.0%+5.1%0.121%
5/13/2024 O Shaughnessy Asset Management LLC17,501$276K0.0%+4.5%0.092%
5/10/2024 Vanguard Group Inc.809,997$12.77M0.0%+5.6%4.241%
5/3/2024 Larson Financial Group LLC1,578$25K0.0%+328.8%0.008%
4/30/2024Commonwealth Equity Services LLC36,428$574K0.0%+3.9%0.200%
4/29/2024 PBMares Wealth Management LLC30,810$486K0.1%-3.1%0.169%
4/25/2024 Lindbrook Capital LLC2,900$46K0.0%-38.8%0.016%
4/24/2024 Newbridge Financial Services Group Inc.2,350$37K0.0%N/A0.013%
4/23/2024 Sage Mountain Advisors LLC72,785$1.15M0.1%+1.2%0.400%
4/16/2024 Register Financial Advisors LLC2,062$33K0.0%N/A0.011%
2/15/2024 Perritt Capital Management Inc.59,034$955K0.5%-10.6%0.325%
2/14/2024 AdvisorShares Investments LLC79,361$1.28M0.3%-1.4%0.437%
2/13/2024 Tower Research Capital LLC TRC5,629$91K0.0%+501.4%0.031%
2/9/2024 AXS Investments LLC45,985$744K0.2%-4.4%0.253%
2/7/2024 Jump Financial LLC11,100$180K0.0%+8.8%0.061%
2/2/2024 Truist Financial Corp16,144$261K0.0%+22.8%0.089%
2/1/2024 SlateStone Wealth LLC12,416$201K0.0%N/A0.068%
2/1/2024 Sage Mountain Advisors LLC71,913$1.16M0.1%+33.1%0.396%
2/1/2024 Lindbrook Capital LLC4,738$77K0.0%+109.0%0.026%
1/30/2024 Emfo LLC292,009$4.73M4.4%-2.1%1.606%
1/26/2024 PBMares Wealth Management LLC31,810$515K0.2%+5.6%0.175%
1/25/2024 Allspring Global Investments Holdings LLC39,470$639K0.0%-6.0%0.217%
1/25/2024 Nisa Investment Advisors LLC9,074$147K0.0%+38.0%0.050%
1/12/2024 SG Americas Securities LLC8,931$145K0.0%+25.0%0.049%
11/14/2023 Perritt Capital Management Inc.66,034$972K0.6%-16.2%0.363%
11/14/2023 O Shaughnessy Asset Management LLC16,516$243K0.0%+13.1%0.091%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.57,370$844K0.0%+89.7%0.316%
11/13/2023 Mariner LLC49,833$734K0.0%+12.4%0.274%
11/13/2023 Acadian Asset Management LLC67,464$992K0.0%+222.5%0.371%
11/9/2023 Deutsche Bank AG33,506$493K0.0%-16.0%0.184%
11/8/2023 HighTower Advisors LLC173,334$2.55M0.0%+3.3%0.954%
11/7/2023 Jump Financial LLC10,200$150K0.0%-37.4%0.056%
11/6/2023 AdvisorShares Investments LLC80,449$1.18M0.3%+6.7%0.443%
11/2/2023 Nisa Investment Advisors LLC6,574$97K0.0%-28.0%0.036%
10/27/2023 Allspring Global Investments Holdings LLC41,985$618K0.0%+1,641.4%0.231%
10/26/2023 Mirae Asset Global Investments Co. Ltd.12,715$187K0.0%N/A0.070%
10/25/2023 Sage Mountain Advisors LLC54,029$795K0.1%+6.4%0.297%
10/24/2023 Bank of New York Mellon Corp54,368$800K0.0%+28.5%0.299%
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10/24/2023 Dakota Wealth Management13,273$195K0.0%-53.0%0.073%
10/23/2023Commonwealth Equity Services LLC34,189$503K0.0%+2.5%0.188%
10/13/2023 SG Americas Securities LLC7,144$105K0.0%N/A0.039%
9/26/2023 Intrepid Capital Management Inc.173,001$2.62M1.8%-20.0%0.952%
8/11/2023 O Shaughnessy Asset Management LLC14,603$221K0.0%N/A0.081%
8/10/2023 AXS Investments LLC49,797$754K0.2%+45.2%0.275%
8/10/2023 Intrepid Capital Management Inc.173,001$2.62M2.3%-20.0%0.956%
8/7/2023 Acadian Asset Management LLC20,920$316K0.0%-74.8%0.116%
8/4/2023 American International Group Inc.7,881$119K0.0%+200.0%0.044%
8/3/2023 Emfo LLC298,403$4.52M4.1%-0.8%1.650%
8/1/2023 Truist Financial Corp34,784$527K0.0%+180.1%0.192%
7/31/2023 Strs Ohio3,400$51K0.0%+142.9%0.019%
7/31/2023 Lindbrook Capital LLC2,200$33K0.0%+51.7%0.012%
7/27/2023Virtu Financial LLC11,688$177K0.0%N/A0.065%
7/24/2023 Allspring Global Investments Holdings LLC2,411$37K0.0%+632.8%0.013%
7/24/2023 Sage Mountain Advisors LLC50,785$769K0.1%-10.3%0.281%
7/18/2023 Allspring Global Investments Holdings LLC2,411$37K0.0%+632.8%0.013%
7/17/2023 Ritholtz Wealth Management10,652$161K0.0%N/A0.059%
5/12/2023 Perritt Capital Management Inc.78,831$1.07M0.6%-2.5%0.436%
5/12/2023 AXS Investments LLC34,301$463K0.2%N/A0.190%
5/11/2023 Acadian Asset Management LLC83,140$1.12M0.0%N/A0.460%
5/9/2023 AdvisorShares Investments LLC75,409$1.02M0.3%N/A0.417%
5/8/2023 Brown Advisory Inc.23,484$317K0.0%N/A0.130%
5/8/2023 Emfo LLC300,659$4.06M3.8%+5.3%1.662%
5/3/2023 Jump Financial LLC15,600$211K0.0%N/A0.086%
5/2/2023 Nisa Investment Advisors LLC7,944$107K0.0%+45.9%0.044%
4/25/2023 Sage Mountain Advisors LLC56,588$765K0.1%+197.6%0.313%
4/18/2023ETF Managers Group LLC379,498$5.13M0.2%-53.1%2.099%
4/14/2023 Dakota Wealth Management28,725$388K0.0%-21.7%0.159%
4/14/2023 Dumont & Blake Investment Advisors LLC11,217$152K0.1%N/A0.062%
3/23/2023ETF Managers Group LLC809,480$12.20M0.6%+76.5%4.477%
2/9/2023 HighTower Advisors LLC296,941$4.48M0.0%-5.4%1.681%
2/8/2023 Dakota Wealth Management36,663$553K0.0%N/A0.208%
2/1/2023 Sage Mountain Advisors LLC19,014$287K0.1%+11.1%0.108%
1/17/2023QP Wealth Management LLC58,738$885K1.4%N/A0.333%
11/15/2022 Perritt Capital Management Inc.80,900$1.17M0.7%+14.1%0.458%
11/15/2022ETF Managers Group LLC458,709$6.61M0.2%+234.5%2.597%
11/14/2022Kore Private Wealth LLC30,356$437K0.1%N/A0.172%
11/7/2022 Evoke Wealth LLC119,570$1.78M0.1%N/A0.677%
11/7/2022 Nisa Investment Advisors LLC5,444$78K0.0%+172.2%0.031%
10/31/2022 Emfo LLC285,659$4.12M3.9%+85.6%1.618%
10/28/2022Tiedemann Advisors LLC11,811$176K0.0%N/A0.067%
10/26/2022 Allspring Global Investments Holdings LLC6,295$90K0.0%N/A0.036%
10/25/2022 PBMares Wealth Management LLC30,110$434K0.2%+98.9%0.170%
10/21/2022 Everett Harris & Co. CA24,500$353K0.0%+16.7%0.139%
10/19/2022 HB Wealth Management LLC20,000$288K0.0%N/A0.113%
8/12/2022 U.S. Capital Wealth Advisors LLC11,745$177K0.0%N/A0.067%
7/27/2022 Emfo LLC153,884$2.32M2.4%N/A0.871%
7/27/2022 Portland Global Advisors LLC12,110$182K0.0%N/A0.069%
7/21/2022 PBMares Wealth Management LLC15,138$228K0.1%N/A0.086%
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7/19/2022Commonwealth Equity Services LLC23,889$359K0.0%+99.1%0.135%
6/30/2022 Amalgamated Bank1,609$29K0.0%N/A0.009%
5/17/2022 Philadelphia Financial Management of San Francisco LLC283,424$5.03M1.6%-19.0%1.605%
5/16/2022 Hood River Capital Management LLC527,878$9.36M0.3%+1.7%2.989%
5/12/2022 HighTower Advisors LLC147,529$2.62M0.0%N/A0.835%
5/5/2022 New York State Common Retirement Fund5,900$105K0.0%N/A0.033%
5/4/2022Commonwealth Equity Services LLC12,000$212K0.0%N/A0.068%
4/29/2022 Nisa Investment Advisors LLC2,000$35K0.0%N/A0.011%
4/22/2022 Everett Harris & Co. CA21,000$372K0.0%N/A0.118%
2/14/2022 Philadelphia Financial Management of San Francisco LLC349,892$5.83M2.0%N/A2.005%
(Data available from 1/1/2016 forward)

REFI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of REFI shares?

During the previous two years, 50 institutional investors and hedge funds held shares of Chicago Atlantic Real Estate Finance. The most heavily invested institutionals were Vanguard Group Inc. ($12.77M), Hood River Capital Management LLC ($9.36M), ETF Managers Group LLC ($5.13M), Philadelphia Financial Management of San Francisco LLC ($5.03M), Emfo LLC ($4.73M), Intrepid Capital Management Inc. ($2.62M), and HighTower Advisors LLC ($2.55M).Learn more on REFI's institutional investors.

What percentage of Chicago Atlantic Real Estate Finance stock is owned by institutional investors?

25.48% of Chicago Atlantic Real Estate Finance stock is owned by institutional investors. Learn more on REFI's institutional investor holdings.

Which institutional investors have been buying Chicago Atlantic Real Estate Finance stock?

Of the 45 institutional investors that purchased Chicago Atlantic Real Estate Finance stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ETF Managers Group LLC ($672.36K), Emfo LLC ($300.66K), Acadian Asset Management LLC ($129.68K), Evoke Wealth LLC ($119.57K), AdvisorShares Investments LLC ($80.45K), Sage Mountain Advisors LLC ($61.47K), and QP Wealth Management LLC ($58.74K).

How much institutional buying is happening at Chicago Atlantic Real Estate Finance?

Institutional investors have bought a total of 1,988,651 shares in the last 24 months. This purchase volume represents approximately $29.12M in transactions.

Which Chicago Atlantic Real Estate Finance major shareholders have been selling company stock?

Of the 19 institutional investors that sold Chicago Atlantic Real Estate Finance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ETF Managers Group LLC ($429.98K), Intrepid Capital Management Inc. ($86.28K), Philadelphia Financial Management of San Francisco LLC ($66.47K), Acadian Asset Management LLC ($62.22K), Dakota Wealth Management ($22.92K), Perritt Capital Management Inc. ($21.80K), and HighTower Advisors LLC ($16.88K).

How much institutional selling is happening at Chicago Atlantic Real Estate Finance?

Institutional investors have sold a total of 746,879 shares in the last 24 months. This volume of shares sold represents approximately $10.77M in transactions.


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This page (NASDAQ:REFI) was last updated on 5/16/2024 by MarketBeat.com Staff

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