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Chicago Atlantic Real Estate Finance (REFI) Institutional Ownership

Chicago Atlantic Real Estate Finance logo
$14.79 +0.33 (+2.28%)
Closing price 05/2/2025 04:00 PM Eastern
Extended Trading
$14.79 0.00 (0.00%)
As of 05/2/2025 07:49 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)
48
Total
Institutional Inflows
(last 12 months)
$40.54M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$3.67M
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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
5/2/2025 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%
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%
2/17/2025Deutsche 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%
2/14/2025AdvisorShares Investments LLC76,811$1.18M0.2%-10.0%0.391%
2/14/2025Northern Trust Corp149,804$2.31M0.0%+9.6%0.763%
2/14/2025The Manufacturers Life Insurance Company 22,371$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 TRC 2,667$41K0.0%+45.8%0.014%
2/14/2025GeoWealth Management LLC2,576$40K0.0%-27.8%0.013%
2/13/2025Mariner LLC22,978$354K0.0%-7.7%0.117%
2/13/2025Barclays PLC26,127$403K0.0%+18.0%0.133%
2/13/2025Townsquare Capital LLC19,647$303K0.0%+88.2%0.100%
2/13/2025Renaissance Technologies LLC87,686$1.35M0.0%-10.5%0.447%
2/13/2025Russell Investments Group Ltd.3,321$51K0.0%+33.5%0.017%
2/13/2025Wells Fargo & Company MN10,194$157K0.0%+31.3%0.052%
2/12/2025Perritt Capital Management Inc54,113$834K0.4%-8.4%0.276%
2/12/2025Intrepid Capital Management Inc.711,127$10.97M5.6%+503.1%3.623%
2/12/2025Geode Capital Management LLC12,982$201K0.0%+5.4%0.066%
2/12/2025Orion Portfolio Solutions LLC25,168$388K0.0%+149.8%0.128%
2/12/2025JPMorgan Chase & Co.65,465$1.01M0.0%+92.1%0.333%
2/11/2025Quantbot Technologies LP2,631$41K0.0%N/A0.013%
2/10/2025Corient Private Wealth LLC239,913$3.70M0.0%-16.5%1.222%
2/10/2025Commonwealth Equity Services LLC44,659$689K0.0%+4.3%0.228%
2/10/2025Connor Clark & Lunn Investment Management Ltd.60,700$936K0.0%-11.6%0.309%
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2/7/2025HighTower 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%
2/6/2025Charles Schwab Investment Management Inc.51,332$792K0.0%+4.8%0.261%
2/5/2025Fielder 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%
1/29/2025Savant 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%
1/15/2025HB Wealth Management LLC12,418$191K0.0%N/A0.063%
1/6/2025 Doliver Advisors LP27,438$423K0.1%+149.4%0.140%
12/26/2024JPMorgan Chase & Co.34,074$528K0.0%+169.2%0.174%
11/25/2024Tidal Investments LLC485,610$7.53M0.1%+21.4%2.473%
11/19/2024Barclays PLC22,143$343K0.0%+271.9%0.113%
11/15/2024Barclays 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%
11/15/2024Janus Henderson Group PLC10,344$160K0.0%N/A0.053%
11/15/2024HighTower Advisors LLC76,418$1.19M0.0%-46.8%0.389%
11/14/2024Martingale Asset Management L P18,045$280K0.0%+10.4%0.092%
11/13/2024Townsquare 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%
11/8/2024Connor 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%
10/28/2024Gladstone Institutional Advisory LLC32,475$504K0.0%N/A0.166%
10/24/2024 Nisa Investment Advisors LLC5,180$83K0.0%-21.2%0.026%
10/23/2024 Dumont & Blake Investment Advisors LLC11,217$174K0.0%-50.0%0.059%
10/19/2024 Allspring Global Investments Holdings LLC35,177$546K0.0%-3.0%0.179%
10/2/2024 Doliver Advisors LP11,000$171K0.0%N/A0.056%
8/9/2024Renaissance Technologies LLC36,300$558K0.0%+17.5%0.190%
8/8/2024AdvisorShares Investments LLC101,361$1.52M0.3%+13.4%0.531%
8/1/2024 Rhumbline Advisers23,754$365K0.0%+7.7%0.124%
8/1/2024Fielder Capital Group LLC547,677$8.41M3.2%N/A2.867%
7/31/2024 Sage Mountain Advisors LLC133,467$2.05M0.2%+83.4%0.699%
7/31/2024Commonwealth Equity Services LLC37,337$574K0.0%+2.5%0.195%
7/27/2024Emfo LLC285,031$4.38M3.9%-2.4%1.492%
7/26/2024 Allspring Global Investments Holdings LLC36,276$557K0.0%-7.2%0.190%
7/26/2024 Bank of New York Mellon Corp59,219$910K0.0%+16.8%0.310%
7/20/2024 Nisa Investment Advisors LLC6,574$104K0.0%-27.6%0.034%
5/17/2024Tidal Investments LLC521,481$8.22M0.1%N/A2.730%
5/16/2024California State Teachers Retirement System1,646$26K0.0%-38.9%0.009%
5/16/2024Janus Henderson Group PLC10,129$160K0.0%-11.0%0.053%
5/15/2024Price T Rowe Associates Inc. MD23,105$365K0.0%+5.1%0.121%
5/13/2024O Shaughnessy Asset Management LLC17,501$276K0.0%+4.5%0.092%
5/10/2024Vanguard 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%
Think NVDA’s run was epic? You ain’t seen nothin’ yet (Ad)

Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, it surged 239%. And in 2024, it soared another 171% on the year… But what if I told you there was a way to target those types of “peak Nvidia” profit opportunities in 24 hours or less?

Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.
4/29/2024 PBMares Wealth Management LLC30,810$486K0.1%-3.1%0.169%
4/25/2024Lindbrook Capital LLC2,900$46K0.0%-38.8%0.016%
4/24/2024Newbridge 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%
2/15/2024Perritt Capital Management Inc.59,034$955K0.5%-10.6%0.325%
2/14/2024AdvisorShares Investments LLC79,361$1.28M0.3%-1.4%0.437%
2/13/2024Tower Research Capital LLC TRC5,629$91K0.0%+501.4%0.031%
2/9/2024AXS Investments LLC45,985$744K0.2%-4.4%0.253%
2/7/2024Jump Financial LLC11,100$180K0.0%+8.8%0.061%
(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, 76 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 ($10.40M), Tidal Investments LLC ($7.56M), State Street Corp ($6.40M), Emfo LLC ($4.38M), and Corient Private Wealth LLC ($3.70M).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 65 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: Tidal Investments LLC ($611.28K), Fielder Capital Group LLC ($602.28K), Intrepid Capital Management Inc. ($593.22K), Acadian Asset Management LLC ($129.68K), Allspring Global Investments Holdings LLC ($129.14K), Sage Mountain Advisors LLC ($121.49K), and AdvisorShares Investments LLC ($92.45K).

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

Institutional investors have bought a total of 3,175,347 shares in the last 24 months. This purchase volume represents approximately $48.52M in transactions.

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

Of the 31 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: Intrepid Capital Management Inc. ($86.28K), HighTower Advisors LLC ($67.14K), Acadian Asset Management LLC ($62.22K), Corient Private Wealth LLC ($47.25K), Perritt Capital Management Inc. ($21.80K), Two Sigma Advisers LP ($19.30K), and Penserra Capital Management LLC ($19.11K).

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

Institutional investors have sold a total of 461,922 shares in the last 24 months. This volume of shares sold represents approximately $7.05M in transactions.


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This page (NASDAQ:REFI) was last updated on 5/3/2025 by MarketBeat.com Staff
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