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Chicago Atlantic Real Estate Finance (REFI) Institutional Ownership

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$12.59 -0.20 (-1.56%)
Closing price 04:00 PM Eastern
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$12.75 +0.16 (+1.27%)
As of 07:59 PM Eastern
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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)
$27.47M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$4.91M
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Skip Chart & View Institutional Buying and Selling Data

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
9/26/2025Corient Private Wealth LLC235,403$3.29M0.0%-1.9%1.117%
8/19/2025State of Wyoming3,954$55K0.0%-71.5%0.019%
8/15/2025Corient Private Wealth LLC235,403$3.29M0.0%-1.9%1.117%
8/15/2025Tidal Investments LLC32,737$457K0.0%+6.8%0.155%
8/15/2025BNP Paribas Financial Markets8,111$113K0.0%+63.9%0.038%
8/15/2025Bank of America Corp DE7,047$98K0.0%-55.0%0.033%
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%
8/14/2025Transce3nd LLC3,333$47K0.0%N/A0.016%
8/13/2025EverSource Wealth Advisors LLC6,722$94K0.0%+3,041.1%0.032%
8/13/2025Invesco Ltd.20,376$284K0.0%+61.5%0.097%
8/13/2025Russell Investments Group Ltd.3,552$50K0.0%+29.2%0.017%
8/12/2025Rhumbline Advisers26,513$370K0.0%+12.7%0.126%
8/12/2025JPMorgan Chase & Co.21,451$299K0.0%-38.5%0.102%
8/8/2025Geode Capital Management LLC18,367$257K0.0%+8.5%0.088%
8/8/2025Everett Harris & Co. CA18,500$258K0.0%-24.5%0.088%
8/7/2025Connor Clark & Lunn Investment Management Ltd.97,050$1.36M0.0%-15.0%0.463%
8/6/2025Penserra Capital Management LLC70,742$987K0.0%+1.5%0.337%
8/4/2025AdvisorShares Investments LLC52,011$726K0.1%-32.3%0.248%
7/31/2025Nisa Investment Advisors LLC7,406$107K0.0%-60.4%0.035%
7/31/2025Fielder Capital Group LLC771,503$10.77M2.9%+2.6%3.679%
7/31/2025Sage Mountain Advisors LLC163,808$2.29M0.1%+5.4%0.781%
7/21/2025Ascent Group LLC10,116$141K0.0%-19.6%0.048%
7/2/2025Doliver Advisors LP80,588$1.13M0.3%+74.5%0.384%
5/29/2025Rhumbline Advisers23,520$346K0.0%-4.2%0.112%
5/28/2025Strs Ohio3,200$47K0.0%N/A0.015%
5/19/2025Jane Street Group LLC12,621$186K0.0%N/A0.060%
5/16/2025Ascent Group LLC12,587$185K0.0%N/A0.060%
5/15/2025State of Wyoming13,883$204K0.0%N/A0.066%
5/14/2025Martingale Asset Management L P19,241$283K0.0%+4.9%0.092%
5/14/2025Quantbot Technologies LP7,428$109K0.0%+182.3%0.035%
5/13/2025HighTower Advisors LLC81,929$1.20M0.0%+4.3%0.391%
5/12/2025Nuveen LLC36,099$531K0.0%N/A0.172%
5/12/2025Invesco Ltd.12,618$185K0.0%N/A0.060%
5/12/2025Connor Clark & Lunn Investment Management Ltd.114,198$1.68M0.0%+88.1%0.545%
5/9/2025Deutsche Bank AG75,439$1.11M0.0%+689.4%0.360%
5/7/2025Fielder Capital Group LLC751,620$11.05M3.2%+11.5%3.585%
5/2/2025Larson Financial Group LLC2,920$43K0.0%+269.2%0.014%
5/2/2025Sage Mountain Advisors LLC155,408$2.28M0.2%+26.4%0.744%
4/30/2025Nisa Investment Advisors LLC18,691$284K0.0%+260.8%0.089%
4/29/2025Penserra Capital Management LLC69,663$1.02M0.0%-19.6%0.333%
4/24/2025Allspring Global Investments Holdings LLC112,573$1.66M0.0%-6.6%0.539%
4/11/2025Magnus Financial Group LLC35,426$521K0.1%+7.5%0.170%
4/8/2025Rhumbline Advisers23,520$346K0.0%-4.2%0.113%
4/8/2025Doliver Advisors LP46,188$679K0.2%+68.3%0.221%
4/7/2025GAMMA Investing LLC9,055$133K0.0%+2,908.3%0.043%
2/24/2025United 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 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%
2/14/2025GeoWealth 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%
2/7/2025HighTower Advisors LLC78,566$1.21M0.0%+2.8%0.400%
2/7/2025Sage 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%
1/29/2025Allspring Global Investments Holdings LLC120,576$1.86M0.0%+242.8%0.614%
1/29/2025Savant Capital LLC20,712$319K0.0%N/A0.106%
1/27/2025Bleakley Financial Group LLC10,607$164K0.0%N/A0.054%
1/24/2025Catalina Capital Group LLC16,438$253K0.1%N/A0.084%
1/17/2025SG Americas Securities LLC7,739$119K0.0%N/A0.039%
1/17/2025Magnus Financial Group LLC32,962$508K0.0%N/A0.168%
1/15/2025HB Wealth Management LLC12,418$191K0.0%N/A0.063%
1/6/2025Doliver 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%
(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), State Street Corp ($6.40M), Emfo LLC ($4.38M), Corient Private Wealth LLC ($3.29M), and Two Sigma Advisers LP ($2.61M).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 ($613.36K), 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 1,805,769 shares in the last 24 months. This purchase volume represents approximately $27.47M in transactions.

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

Of the 24 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 ($56.55K), 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 328,712 shares in the last 24 months. This volume of shares sold represents approximately $4.91M in transactions.


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This page (NASDAQ:REFI) was last updated on 10/1/2025 by MarketBeat.com Staff
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