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Chicago Atlantic Real Estate Finance (REFI) Institutional Ownership

Chicago Atlantic Real Estate Finance logo
$14.07 -0.28 (-1.95%)
Closing price 08/14/2025 04:00 PM Eastern
Extended Trading
$14.08 +0.00 (+0.04%)
As of 08/14/2025 06:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
52
Total
Institutional Inflows
(last 12 months)
$27.40M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$4.52M
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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
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,497$133K0.0%-7.0%0.045%
8/14/2025The Manufacturers Life Insurance Company 23,275$325K0.0%+4.6%0.110%
8/14/2025 Transce3nd LLC3,333$47K0.0%N/A0.016%
8/13/2025 EverSource Wealth Advisors LLC6,722$94K0.0%+3,041.1%0.032%
8/13/2025 Invesco Ltd.20,376$284K0.0%+61.5%0.097%
8/13/2025 Russell Investments Group Ltd.3,552$50K0.0%+29.2%0.017%
8/12/2025 Rhumbline Advisers26,513$370K0.0%+12.7%0.126%
8/12/2025 JPMorgan Chase & Co.21,451$299K0.0%-38.5%0.102%
8/8/2025 Geode Capital Management LLC18,367$257K0.0%+8.5%0.088%
8/8/2025 Everett Harris & Co. CA18,500$258K0.0%-24.5%0.088%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.97,050$1.36M0.0%-15.0%0.463%
8/6/2025 Penserra Capital Management LLC70,742$987K0.0%+1.5%0.337%
8/4/2025 AdvisorShares Investments LLC52,011$726K0.1%-32.3%0.248%
7/31/2025 Nisa Investment Advisors LLC7,406$107K0.0%-60.4%0.035%
7/31/2025 Fielder Capital Group LLC771,503$10.77M2.9%+2.6%3.679%
7/31/2025 Sage Mountain Advisors LLC163,808$2.29M0.1%+5.4%0.781%
7/21/2025 Ascent Group LLC10,116$141K0.0%-19.6%0.048%
7/2/2025 Doliver Advisors LP80,588$1.13M0.3%+74.5%0.384%
5/29/2025 Rhumbline Advisers23,520$346K0.0%-4.2%0.112%
5/28/2025 Strs Ohio3,200$47K0.0%N/A0.015%
5/19/2025Jane Street Group LLC12,621$186K0.0%N/A0.060%
5/16/2025 Ascent Group LLC12,587$185K0.0%N/A0.060%
5/15/2025State of Wyoming13,883$204K0.0%N/A0.066%
5/14/2025 Martingale Asset Management L P19,241$283K0.0%+4.9%0.092%
5/14/2025 Quantbot Technologies LP7,428$109K0.0%+182.3%0.035%
5/13/2025 HighTower Advisors LLC81,929$1.20M0.0%+4.3%0.391%
5/12/2025 Nuveen LLC36,099$531K0.0%N/A0.172%
5/12/2025 Invesco Ltd.12,618$185K0.0%N/A0.060%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.114,198$1.68M0.0%+88.1%0.545%
5/9/2025 Deutsche Bank AG75,439$1.11M0.0%+689.4%0.360%
5/7/2025 Fielder Capital Group LLC751,620$11.05M3.2%+11.5%3.585%
5/2/2025 Larson Financial Group LLC2,920$43K0.0%+269.2%0.014%
5/2/2025 Sage Mountain Advisors LLC155,408$2.28M0.2%+26.4%0.744%
4/30/2025 Nisa Investment Advisors LLC18,691$284K0.0%+260.8%0.089%
4/29/2025 Penserra Capital Management LLC69,663$1.02M0.0%-19.6%0.333%
4/24/2025 Allspring Global Investments Holdings LLC112,573$1.66M0.0%-6.6%0.539%
4/11/2025 Magnus Financial Group LLC35,426$521K0.1%+7.5%0.170%
4/8/2025 Rhumbline Advisers23,520$346K0.0%-4.2%0.113%
4/8/2025 Doliver Advisors LP46,188$679K0.2%+68.3%0.221%
4/7/2025 GAMMA Investing LLC9,055$133K0.0%+2,908.3%0.043%
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2/24/2025 United Advisor Group LLC14,550$224K0.0%-29.2%0.074%
2/17/2025Two Sigma Advisers LP169,100$2.61M0.0%-10.2%0.861%
2/17/2025Two Sigma Investments LP128,738$1.99M0.0%-1.1%0.656%
2/17/2025Tidal Investments LLC489,926$7.56M0.1%+0.9%2.495%
2/17/2025Nuveen Asset Management LLC31,790$490K0.0%+4.9%0.162%
2/17/2025Millennium Management LLC48,957$755K0.0%+52.7%0.249%
2/17/2025 Deutsche Bank AG9,557$147K0.0%+91.6%0.049%
2/17/2025Cubist Systematic Strategies LLC19,760$305K0.0%N/A0.101%
2/17/2025Bank of America Corp DE15,767$243K0.0%+48.2%0.080%
2/17/2025BNP Paribas Financial Markets5,581$86K0.0%N/A0.028%
2/14/2025 AdvisorShares Investments LLC76,811$1.18M0.2%-10.0%0.391%
2/14/2025 Northern Trust Corp149,804$2.31M0.0%+9.6%0.763%
2/14/2025The Manufacturers Life Insurance Company22,371$345K0.0%+3.2%0.114%
2/14/2025Price T Rowe Associates Inc. MD37,460$578K0.0%+13.5%0.191%
2/14/2025Tower Research Capital LLC TRC2,667$41K0.0%+45.8%0.014%
2/14/2025 GeoWealth Management LLC2,576$40K0.0%-27.8%0.013%
2/13/2025Mariner LLC22,978$354K0.0%-7.7%0.117%
2/13/2025 Barclays PLC26,127$403K0.0%+18.0%0.133%
2/13/2025 Townsquare Capital LLC19,647$303K0.0%+88.2%0.100%
2/13/2025 Renaissance Technologies LLC87,686$1.35M0.0%-10.5%0.447%
2/13/2025 Russell Investments Group Ltd.3,321$51K0.0%+33.5%0.017%
2/13/2025Wells Fargo & Company MN10,194$157K0.0%+31.3%0.052%
2/12/2025 Perritt Capital Management Inc54,113$834K0.4%-8.4%0.276%
2/12/2025 Intrepid Capital Management Inc.711,127$10.97M5.6%+503.1%3.623%
2/12/2025 Geode Capital Management LLC12,982$201K0.0%+5.4%0.066%
2/12/2025Orion Portfolio Solutions LLC25,168$388K0.0%+149.8%0.128%
2/12/2025 JPMorgan Chase & Co.65,465$1.01M0.0%+92.1%0.333%
2/11/2025 Quantbot Technologies LP2,631$41K0.0%N/A0.013%
2/10/2025Corient Private Wealth LLC239,913$3.70M0.0%-16.5%1.222%
2/10/2025 Commonwealth Equity Services LLC44,659$689K0.0%+4.3%0.228%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.60,700$936K0.0%-11.6%0.309%
2/7/2025 HighTower Advisors LLC78,566$1.21M0.0%+2.8%0.400%
2/7/2025 Sage Mountain Advisors LLC122,932$1.90M0.1%+5.4%0.626%
2/6/2025 Charles Schwab Investment Management Inc.51,332$792K0.0%+4.8%0.261%
2/5/2025 Fielder Capital Group LLC674,286$10.40M3.2%+8.8%3.435%
1/29/2025 Allspring Global Investments Holdings LLC120,576$1.86M0.0%+242.8%0.614%
1/29/2025 Savant Capital LLC20,712$319K0.0%N/A0.106%
1/27/2025 Bleakley Financial Group LLC10,607$164K0.0%N/A0.054%
1/24/2025 Catalina Capital Group LLC16,438$253K0.1%N/A0.084%
1/17/2025 SG Americas Securities LLC7,739$119K0.0%N/A0.039%
1/17/2025 Magnus Financial Group LLC32,962$508K0.0%N/A0.168%
1/15/2025 HB Wealth Management LLC12,418$191K0.0%N/A0.063%
1/6/2025 Doliver Advisors LP27,438$423K0.1%+149.4%0.140%
12/26/2024 JPMorgan Chase & Co.34,074$528K0.0%+169.2%0.174%
11/25/2024Tidal Investments LLC485,610$7.53M0.1%+21.4%2.473%
11/19/2024 Barclays PLC22,143$343K0.0%+271.9%0.113%
11/15/2024 Barclays PLC22,143$343K0.0%+271.9%0.113%
11/15/2024Orion Portfolio Solutions LLC10,076$156K0.0%-8.6%0.051%
11/15/2024Jane Street Group LLC20,084$312K0.0%-20.9%0.102%
11/15/2024State Street Corp400,790$6.40M0.0%+15.1%2.042%
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11/15/2024Janus Henderson Group PLC10,344$160K0.0%N/A0.053%
11/15/2024 HighTower Advisors LLC76,418$1.19M0.0%-46.8%0.389%
11/14/2024 Martingale Asset Management L P18,045$280K0.0%+10.4%0.092%
11/13/2024 Townsquare Capital LLC10,440$162K0.0%N/A0.053%
11/13/2024The Manufacturers Life Insurance Company21,684$336K0.0%+6.6%0.110%
11/12/2024 Penserra Capital Management LLC29,072$450K0.0%-6.7%0.148%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.68,677$1.07M0.0%+315.1%0.350%
10/30/2024 United Advisor Group LLC20,550$319K0.1%N/A0.105%
10/28/2024 Gladstone Institutional Advisory LLC32,475$504K0.0%N/A0.166%
10/24/2024 Nisa Investment Advisors LLC5,180$83K0.0%-21.2%0.026%
(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, 80 institutional investors and hedge funds held shares of Chicago Atlantic Real Estate Finance. The most heavily invested institutionals were Vanguard Group Inc. ($12.77M), Intrepid Capital Management Inc. ($10.97M), Fielder Capital Group LLC ($10.77M), Tidal Investments LLC ($7.56M), State Street Corp ($6.40M), Emfo LLC ($4.38M), and Corient Private Wealth LLC ($3.70M).Learn more on Chicago Atlantic Real Estate Finance's institutional investors.

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

25.48% of Chicago Atlantic Real Estate Finance's 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's stock?

Of the 67 institutional investors that purchased Chicago Atlantic Real Estate Finance's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fielder Capital Group LLC ($699.50K), Tidal Investments LLC ($611.28K), Intrepid Capital Management Inc. ($593.22K), Connor Clark & Lunn Investment Management Ltd. ($132.76K), Sage Mountain Advisors LLC ($129.89K), Allspring Global Investments Holdings LLC ($124.97K), and Doliver Advisors LP ($80.59K).

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

Institutional investors have bought a total of 1,800,528 shares in the last 24 months. This purchase volume represents approximately $27.40M in transactions.

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

Of the 22 institutional investors that sold Chicago Atlantic Real Estate Finance's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HighTower Advisors LLC ($67.14K), Corient Private Wealth LLC ($47.25K), AdvisorShares Investments LLC ($33.35K), Connor Clark & Lunn Investment Management Ltd. ($25.13K), Two Sigma Advisers LP ($19.30K), Penserra Capital Management LLC ($19.11K), and JPMorgan Chase & Co. ($13.43K).

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

Institutional investors have sold a total of 300,889 shares in the last 24 months. This volume of shares sold represents approximately $4.52M in transactions.


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This page (NASDAQ:REFI) was last updated on 8/15/2025 by MarketBeat.com Staff
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