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Chicago Atlantic Real Estate Finance (REFI) Institutional Ownership

Chicago Atlantic Real Estate Finance logo
$10.06 +0.13 (+1.31%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$10.05 -0.01 (-0.10%)
As of 10/2/2026 07:30 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 Massive. 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)
43
Total
Institutional Inflows
(last 12 months)
$43.50M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$10.32M
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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
10/1/2026 Doliver Advisors LP128,782$1.29M0.3%+16.0%0.503%
9/9/2026Tidal Investments LLC33,345$357K0.0%-13.7%0.130%
8/27/2026Corient Private Wealth LP152,719$1.64M0.0%-2.2%0.596%
8/18/2026Empowered Funds LLC19,872$213K0.0%N/A0.078%
8/17/2026Corient Private Wealth LP152,719$1.64M0.0%N/A0.596%
8/17/2026Bank of America Corp DE14,091$151K0.0%N/A0.055%
8/15/2026Odyssean LLC63,292$678K0.1%+387.8%0.247%
8/14/2026The Manufacturers Life Insurance Company23,099$248K0.0%N/A0.090%
8/13/2026Connor Clark & Lunn Investment Management Ltd.113,810$1.22M0.0%N/A0.537%
8/13/2026Mission Financial Group LLC21,818$234K0.2%N/A0.103%
8/7/2026BlackRock Inc.1,719,049$18.43M0.0%N/A8.105%
8/7/2026Deutsche Bank AG18,425$198K0.0%N/A0.087%
8/6/2026Fielder Capital Group LLC982,283$10.53M2.3%N/A4.632%
8/6/2026Bank of New York Mellon Corp53,308$571K0.0%N/A0.251%
8/3/2026Everett Harris & Co. CA18,400$197K0.0%N/A0.087%
6/16/2026Empowered Funds LLC19,998$226K0.0%N/A0.094%
5/19/2026Bank of America Corp DE18,467$209K0.0%+36.8%0.087%
5/18/2026Empowered Funds LLC19,998$226K0.0%N/A0.094%
5/16/2026Quantinno Capital Management LP75,566$855K0.0%+58.1%0.356%
5/14/2026Renaissance Technologies LLC51,000$577K0.0%-8.3%0.240%
5/8/2026PNC Financial Services Group Inc.6,183$70K0.0%+290.3%0.029%
4/27/2026HB Wealth Management LLC10,169$115K0.0%N/A0.048%
3/9/2026Corient Private Wealth LLC202,801$2.49M0.0%-8.7%0.962%
2/19/2026Invesco Ltd.30,833$378K0.0%+18.0%0.146%
2/19/2026Corient Private Wealth LLC202,802$2.49M0.0%-8.7%0.962%
2/18/2026Mercer Global Advisors Inc. ADV14,897$183K0.0%N/A0.071%
2/18/2026Garton & Associates Financial Advisors LLC4,300$53K0.0%N/A0.020%
2/18/2026Virtus Investment Advisers LLC12,585$154K0.0%N/A0.060%
2/18/2026Quadrature Capital Ltd28,391$348K0.0%-7.2%0.135%
2/18/2026Odyssean LLC11,987$147K0.1%N/A0.057%
2/18/2026Millennium Management LLC159,287$1.95M0.0%-13.8%0.756%
2/18/2026Clayton Partners LLC211,000$2.59M1.8%+52.9%1.001%
2/17/2026AQR Capital Management LLC25,075$307K0.0%-35.1%0.119%
2/17/2026Price T Rowe Associates Inc. MD52,196$640K0.0%+29.5%0.248%
2/17/2026Osaic Holdings Inc.84,478$1.04M0.0%+1.0%0.401%
2/17/2026Russell Investments Group Ltd.2,230$27K0.0%-65.9%0.011%
2/17/2026Rothschild Wealth LLC36,498$447K0.0%N/A0.173%
2/16/2026Intrepid Capital Management Inc.73,922$906K0.4%-65.6%0.351%
2/16/2026Barclays PLC28,486$349K0.0%+11.4%0.135%
2/13/2026Vivaldi Capital Management LP10,095$124K0.0%N/A0.048%
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2/13/2026State Street Corp528,226$6.72M0.0%-0.8%2.506%
2/13/2026Wells Fargo & Company MN20,352$250K0.0%+46.2%0.097%
2/12/2026Jane Street Group LLC60,954$747K0.0%N/A0.289%
2/12/2026HRT Financial LP16,535$202K0.0%N/A0.078%
2/12/2026Commonwealth Equity Services LLC49,895$612K0.0%+1.8%0.237%
2/12/2026Renaissance Technologies LLC55,600$682K0.0%-41.5%0.264%
2/11/2026Deutsche Bank AG12,954$159K0.0%+35.5%0.061%
2/10/2026Fielder Capital Group LLC832,168$10.20M2.2%+2.8%3.948%
2/10/2026Eurizon Capital SGR S.p.A.8,534$109K0.0%N/A0.040%
2/6/2026HighTower Advisors LLC97,258$1.19M0.0%+3.8%0.461%
1/23/2026Sage Mountain Advisors LLC121,400$1.49M0.1%-25.9%0.576%
1/7/2026Magnus Financial Group LLC32,626$400K0.0%-6.3%0.155%
1/6/2026 Doliver Advisors LP106,308$1.30M0.3%+2.5%0.504%
1/1/2026JPMorgan Chase & Co.47,909$613K0.0%+123.3%0.227%
11/17/2025Perritt Capital Management Inc26,498$339K0.2%-94.1%0.126%
11/17/2025Qube Research & Technologies Ltd38,506$492K0.0%+42.3%0.183%
11/17/2025Millennium Management LLC184,697$2.36M0.0%+16.9%0.876%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,135$104K0.0%-14.3%0.039%
11/17/2025Alliancebernstein L.P.21,410$274K0.0%+7.5%0.102%
11/14/2025Two Sigma Investments LP16,098$206K0.0%-59.4%0.076%
11/13/2025BNP Paribas Financial Markets4,846$62K0.0%-40.3%0.023%
11/13/2025Van ECK Associates Corp198,812$2.54M0.0%+5.0%0.943%
11/13/2025Russell Investments Group Ltd.6,543$84K0.0%+84.2%0.031%
11/10/2025EverSource Wealth Advisors LLC4,533$58K0.0%-32.6%0.022%
11/10/2025Clayton Partners LLC137,963$1.77M1.3%N/A0.654%
11/7/2025Vanguard Group Inc.940,997$12.04M0.0%+2.1%4.464%
11/7/2025JPMorgan Chase & Co.47,909$613K0.0%+123.3%0.227%
11/6/2025Rhumbline Advisers24,697$316K0.0%-6.8%0.117%
11/6/2025Fielder Capital Group LLC809,425$10.35M2.4%+4.9%3.840%
11/5/2025AdvisorShares Investments LLC26,233$336K0.1%-49.6%0.124%
11/5/2025Envestnet Asset Management Inc.10,650$136K0.0%N/A0.051%
11/4/2025Penserra Capital Management LLC73,211$936K0.0%+3.5%0.347%
11/4/2025State of Wyoming8,631$110K0.0%+118.3%0.041%
10/23/2025Nisa Investment Advisors LLC3,310$46K0.0%-55.3%0.016%
10/22/2025Gladstone Institutional Advisory LLC21,435$274K0.0%-33.9%0.102%
10/15/2025CWM LLC2,160$28K0.0%+79.3%0.010%
10/7/2025 Doliver Advisors LP103,758$1.33M0.3%+28.8%0.492%
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%
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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%


REFI Institutional Ownership - Frequently Asked Questions

During the previous two years, 88 institutional investors and hedge funds held shares of Chicago Atlantic Real Estate Finance. The most heavily invested institutionals were BlackRock Inc. ($18.43M), Vanguard Group Inc. ($12.04M), Fielder Capital Group LLC ($10.53M), State Street Corp ($6.72M), Two Sigma Advisers LP ($2.61M), Clayton Partners LLC ($2.59M), and Van ECK Associates Corp ($2.54M).Learn more on Chicago Atlantic Real Estate Finance's 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.

Of the 76 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: BlackRock Inc. ($1.72M), Fielder Capital Group LLC ($1.19M), Intrepid Capital Management Inc. ($593.22K), Connor Clark & Lunn Investment Management Ltd. ($219.44K), Clayton Partners LLC ($211K), Corient Private Wealth LP ($152.72K), and Doliver Advisors LP ($113.08K).

Institutional investors have bought a total of 3,943,901 shares in the last 24 months. This purchase volume represents approximately $43.50M in transactions.

Of the 21 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: Perritt Capital Management Inc ($422.34K), Intrepid Capital Management Inc. ($140.91K), Renaissance Technologies LLC ($44K), Sage Mountain Advisors LLC ($42.41K), Corient Private Wealth LLC ($38.66K), AdvisorShares Investments LLC ($25.78K), and Millennium Management LLC ($25.41K).

Institutional investors have sold a total of 822,092 shares in the last 24 months. This volume of shares sold represents approximately $10.32M in transactions.


Related Companies

Institutional ownership data for NASDAQ:REFI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
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