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Chicago Atlantic Real Estate Finance (REFI) Institutional Ownership

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$15.73
+0.06 (+0.38%)
(As of 05/10/2024 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)
27
Total
Institutional Inflows
(last 12 months)
$6.26M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.38M
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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
5/3/2024 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%
2/15/2024Perritt 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%
2/2/2024Truist 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%
11/14/2023Perritt Capital Management Inc.66,034$972K0.6%-16.2%0.363%
11/14/2023O 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%
11/13/2023Mariner LLC49,833$734K0.0%+12.4%0.274%
11/13/2023Acadian Asset Management LLC67,464$992K0.0%+222.5%0.371%
11/9/2023Deutsche Bank AG33,506$493K0.0%-16.0%0.184%
11/8/2023 HighTower Advisors LLC173,334$2.55M0.0%+3.3%0.954%
11/7/2023Jump Financial LLC10,200$150K0.0%-37.4%0.056%
11/6/2023AdvisorShares 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%
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%
9/26/2023Intrepid Capital Management Inc.173,001$2.62M1.8%-20.0%0.952%
8/11/2023O Shaughnessy Asset Management LLC14,603$221K0.0%N/A0.081%
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8/10/2023AXS Investments LLC49,797$754K0.2%+45.2%0.275%
8/10/2023Intrepid Capital Management Inc.173,001$2.62M2.3%-20.0%0.956%
8/7/2023Acadian Asset Management LLC20,920$316K0.0%-74.8%0.116%
8/4/2023American International Group Inc.7,881$119K0.0%+200.0%0.044%
8/3/2023 Emfo LLC298,403$4.52M4.1%-0.8%1.650%
8/1/2023Truist Financial Corp34,784$527K0.0%+180.1%0.192%
7/31/2023Strs 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%
5/12/2023Perritt Capital Management Inc.78,831$1.07M0.6%-2.5%0.436%
5/12/2023AXS Investments LLC34,301$463K0.2%N/A0.190%
5/11/2023Acadian Asset Management LLC83,140$1.12M0.0%N/A0.460%
5/9/2023AdvisorShares 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%
5/3/2023Jump 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%
11/15/2022Perritt 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%
11/7/2022Evoke 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%
8/12/2022U.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%
7/19/2022Commonwealth Equity Services LLC23,889$359K0.0%+99.1%0.135%
6/30/2022 Amalgamated Bank1,609$29K0.0%N/A0.009%
5/17/2022Philadelphia Financial Management of San Francisco LLC283,424$5.03M1.6%-19.0%1.605%
5/16/2022Hood 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%
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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%
2/14/2022Philadelphia Financial Management of San Francisco LLC349,892$5.83M2.0%N/A2.005%
2/14/2022Point72 Hong Kong Ltd7,001$117K0.0%N/A0.040%
2/14/2022Contrarian Capital Management L.L.C.166,491$2.77M0.5%N/A0.954%
2/11/2022Pentwater Capital Management LP115,000$1.92M0.0%N/A0.659%
2/7/2022Clayton Partners LLC42,500$708K0.6%N/A0.243%
(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, 47 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 44 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), HighTower Advisors LLC ($153.04K), Acadian Asset Management LLC ($129.68K), Evoke Wealth LLC ($119.57K), AdvisorShares Investments LLC ($80.45K), and Sage Mountain Advisors LLC ($61.47K).

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

Institutional investors have bought a total of 2,134,322 shares in the last 24 months. This purchase volume represents approximately $31.71M in transactions.

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

Of the 17 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 744,583 shares in the last 24 months. This volume of shares sold represents approximately $10.73M in transactions.


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This page (NASDAQ:REFI) was last updated on 5/10/2024 by MarketBeat.com Staff

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