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Chicago Atlantic Real Estate Finance (REFI) Institutional Ownership

Chicago Atlantic Real Estate Finance logo
$11.32 -0.02 (-0.18%)
Closing price 04:00 PM Eastern
Extended Trading
$11.41 +0.09 (+0.80%)
As of 04:52 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)
45
Total
Institutional Inflows
(last 12 months)
$10.25M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$11.64M
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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
5/8/2026 PNC Financial Services Group Inc.6,183$70K0.0%+290.3%0.029%
4/27/2026 HB Wealth Management LLC10,169$115K0.0%N/A0.048%
3/9/2026Corient Private Wealth LLC202,801$2.49M0.0%-8.7%0.962%
2/19/2026 Invesco 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%
2/18/2026 Garton & 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%
2/17/2026 Russell Investments Group Ltd.2,230$27K0.0%-65.9%0.011%
2/17/2026 Rothschild 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%
2/13/2026State Street Corp528,226$6.72M0.0%-0.8%2.506%
2/13/2026 Wells Fargo & Company MN20,352$250K0.0%+46.2%0.097%
2/12/2026 Jane Street Group LLC60,954$747K0.0%N/A0.289%
2/12/2026HRT Financial LP16,535$202K0.0%N/A0.078%
2/12/2026 Commonwealth Equity Services LLC49,895$612K0.0%+1.8%0.237%
2/12/2026Renaissance Technologies LLC55,600$682K0.0%-41.5%0.264%
2/11/2026 Deutsche Bank AG12,954$159K0.0%+35.5%0.061%
2/10/2026 Fielder Capital Group LLC832,168$10.20M2.2%+2.8%3.948%
2/10/2026 Eurizon Capital SGR S.p.A.8,534$109K0.0%N/A0.040%
2/6/2026 HighTower Advisors LLC97,258$1.19M0.0%+3.8%0.461%
1/23/2026 Sage Mountain Advisors LLC121,400$1.49M0.1%-25.9%0.576%
1/7/2026 Magnus 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%
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11/13/2025 BNP Paribas Financial Markets4,846$62K0.0%-40.3%0.023%
11/13/2025Van ECK Associates Corp198,812$2.54M0.0%+5.0%0.943%
11/13/2025 Russell 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%
11/6/2025 Rhumbline Advisers24,697$316K0.0%-6.8%0.117%
11/6/2025 Fielder Capital Group LLC809,425$10.35M2.4%+4.9%3.840%
11/5/2025 AdvisorShares Investments LLC26,233$336K0.1%-49.6%0.124%
11/5/2025 Envestnet Asset Management Inc.10,650$136K0.0%N/A0.051%
11/4/2025 Penserra Capital Management LLC73,211$936K0.0%+3.5%0.347%
11/4/2025State of Wyoming8,631$110K0.0%+118.3%0.041%
10/23/2025 Nisa 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%
8/15/2025 BNP 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%
8/14/2025 Transce3nd LLC3,333$47K0.0%N/A0.016%
8/13/2025EverSource 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%
8/12/2025JPMorgan Chase & Co.21,451$299K0.0%-38.5%0.102%
8/8/2025Geode Capital Management LLC18,367$257K0.0%+8.5%0.088%
8/8/2025 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%
7/21/2025Ascent Group LLC10,116$141K0.0%-19.6%0.048%
7/2/2025 Doliver Advisors LP80,588$1.13M0.3%+74.5%0.384%
5/29/2025Rhumbline 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%
Millionaire warns: Move your money before May 15 (Ad)

Larry Benedict - the trader who generated $274 million in client profits and beat the S&P 500 by 18 times in 2025 - says Trump's installation of a new Federal Reserve chair is triggering the most significant shift in U.S. markets in nearly 20 years. When the Fed cut rates in 2020, his readers had a chance at 62% gains. A 2022 rate-hike signal produced 117% in under a month. Now Benedict has identified the single ticker he believes will be at the center of the coming money flows - and he's revealing it free before May 15.tc pixel

Click here to see the one ticker Larry Benedict is recommending now
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%


REFI Institutional Ownership - Frequently Asked Questions

During the previous two years, 85 institutional investors and hedge funds held shares of Chicago Atlantic Real Estate Finance. The most heavily invested institutionals were Vanguard Group Inc. ($12.04M), Fielder Capital Group LLC ($10.20M), State Street Corp ($6.72M), Emfo LLC ($4.38M), 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 72 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 ($760.16K), Tidal Investments LLC ($613.36K), Intrepid Capital Management Inc. ($593.22K), Clayton Partners LLC ($211K), Sage Mountain Advisors LLC ($107.89K), Doliver Advisors LP ($106.31K), and JPMorgan Chase & Co. ($105.72K).

Institutional investors have bought a total of 801,370 shares in the last 24 months. This purchase volume represents approximately $10.25M in transactions.

Of the 25 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), AdvisorShares Investments LLC ($50.58K), Corient Private Wealth LLC ($47.96K), Sage Mountain Advisors LLC ($42.41K), Renaissance Technologies LLC ($39.40K), and Millennium Management LLC ($25.41K).

Institutional investors have sold a total of 913,419 shares in the last 24 months. This volume of shares sold represents approximately $11.64M in transactions.


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This page (NASDAQ:REFI) was last updated on 5/14/2026 by MarketBeat.com Staff.
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