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Chicago Atlantic Real Estate Finance (REFI) Institutional Ownership

Chicago Atlantic Real Estate Finance logo
$10.78 +0.17 (+1.60%)
As of 08/21/2026 04:00 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)
43
Total
Institutional Inflows
(last 12 months)
$43.33M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$10.29M
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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
8/18/2026 Empowered Funds LLC19,872$213K0.0%N/A0.078%
8/17/2026 Corient Private Wealth LP152,719$1.64M0.0%N/A0.596%
8/17/2026 Bank of America Corp DE14,091$151K0.0%N/A0.055%
8/15/2026 Odyssean LLC63,292$678K0.1%+387.8%0.247%
8/14/2026 The Manufacturers Life Insurance Company 23,099$248K0.0%N/A0.090%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.113,810$1.22M0.0%N/A0.537%
8/13/2026 Mission Financial Group LLC21,818$234K0.2%N/A0.103%
8/7/2026 BlackRock Inc.1,719,049$18.43M0.0%N/A8.105%
8/7/2026 Deutsche Bank AG18,425$198K0.0%N/A0.087%
8/6/2026 Fielder Capital Group LLC982,283$10.53M2.3%N/A4.632%
8/6/2026 Bank of New York Mellon Corp53,308$571K0.0%N/A0.251%
8/3/2026 Everett Harris & Co. CA18,400$197K0.0%N/A0.087%
6/16/2026 Empowered Funds LLC19,998$226K0.0%N/A0.094%
5/19/2026 Bank of America Corp DE18,467$209K0.0%+36.8%0.087%
5/18/2026 Empowered Funds LLC19,998$226K0.0%N/A0.094%
5/16/2026 Quantinno Capital Management LP75,566$855K0.0%+58.1%0.356%
5/14/2026 Renaissance Technologies LLC51,000$577K0.0%-8.3%0.240%
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%
3/9/2026 Corient Private Wealth LLC202,801$2.49M0.0%-8.7%0.962%
2/19/2026 Invesco Ltd.30,833$378K0.0%+18.0%0.146%
2/19/2026 Corient Private Wealth LLC202,802$2.49M0.0%-8.7%0.962%
2/18/2026 Mercer Global Advisors Inc. ADV14,897$183K0.0%N/A0.071%
2/18/2026 Garton & Associates Financial Advisors LLC4,300$53K0.0%N/A0.020%
2/18/2026 Virtus Investment Advisers LLC12,585$154K0.0%N/A0.060%
2/18/2026 Quadrature Capital Ltd28,391$348K0.0%-7.2%0.135%
2/18/2026 Odyssean LLC11,987$147K0.1%N/A0.057%
2/18/2026 Millennium Management LLC159,287$1.95M0.0%-13.8%0.756%
2/18/2026 Clayton Partners LLC211,000$2.59M1.8%+52.9%1.001%
2/17/2026 AQR Capital Management LLC25,075$307K0.0%-35.1%0.119%
2/17/2026 Price T Rowe Associates Inc. MD52,196$640K0.0%+29.5%0.248%
2/17/2026 Osaic 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%
2/16/2026 Intrepid Capital Management Inc.73,922$906K0.4%-65.6%0.351%
2/16/2026 Barclays PLC28,486$349K0.0%+11.4%0.135%
2/13/2026 Vivaldi Capital Management LP10,095$124K0.0%N/A0.048%
2/13/2026 State 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%
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2/12/2026 HRT Financial LP16,535$202K0.0%N/A0.078%
2/12/2026 Commonwealth Equity Services LLC49,895$612K0.0%+1.8%0.237%
2/12/2026 Renaissance 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%
1/1/2026 JPMorgan Chase & Co.47,909$613K0.0%+123.3%0.227%
11/17/2025Perritt Capital Management Inc26,498$339K0.2%-94.1%0.126%
11/17/2025 Qube Research & Technologies Ltd38,506$492K0.0%+42.3%0.183%
11/17/2025 Millennium Management LLC184,697$2.36M0.0%+16.9%0.876%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,135$104K0.0%-14.3%0.039%
11/17/2025 Alliancebernstein L.P.21,410$274K0.0%+7.5%0.102%
11/14/2025 Two Sigma Investments LP16,098$206K0.0%-59.4%0.076%
11/13/2025 BNP Paribas Financial Markets4,846$62K0.0%-40.3%0.023%
11/13/2025 Van 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%
11/10/2025 EverSource Wealth Advisors LLC4,533$58K0.0%-32.6%0.022%
11/10/2025 Clayton Partners LLC137,963$1.77M1.3%N/A0.654%
11/7/2025Vanguard Group Inc.940,997$12.04M0.0%+2.1%4.464%
11/7/2025 JPMorgan 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%
11/4/2025 State of Wyoming8,631$110K0.0%+118.3%0.041%
10/23/2025 Nisa Investment Advisors LLC3,310$46K0.0%-55.3%0.016%
10/22/2025 Gladstone 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%
9/26/2025 Corient Private Wealth LLC235,403$3.29M0.0%-1.9%1.117%
8/19/2025 State of Wyoming3,954$55K0.0%-71.5%0.019%
8/15/2025 Corient Private Wealth LLC235,403$3.29M0.0%-1.9%1.117%
8/15/2025 Tidal Investments LLC32,737$457K0.0%+6.8%0.155%
8/15/2025 BNP Paribas Financial Markets8,111$113K0.0%+63.9%0.038%
8/15/2025 Bank of America Corp DE7,047$98K0.0%-55.0%0.033%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,497$133K0.0%-7.0%0.045%
8/14/2025 The Manufacturers Life Insurance Company 23,275$325K0.0%+4.6%0.110%
8/14/2025 Transce3nd LLC3,333$47K0.0%N/A0.016%
8/13/2025 EverSource 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%
8/12/2025 JPMorgan Chase & Co.21,451$299K0.0%-38.5%0.102%
8/8/2025 Geode Capital Management LLC18,367$257K0.0%+8.5%0.088%
8/8/2025 Everett Harris & Co. CA18,500$258K0.0%-24.5%0.088%
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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%
7/21/2025 Ascent 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%


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 ($106.31K).

Institutional investors have bought a total of 3,926,127 shares in the last 24 months. This purchase volume represents approximately $43.33M in transactions.

Of the 19 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), Corient Private Wealth LLC ($43.31K), Sage Mountain Advisors LLC ($42.41K), AdvisorShares Investments LLC ($25.78K), and Millennium Management LLC ($25.41K).

Institutional investors have sold a total of 817,959 shares in the last 24 months. This volume of shares sold represents approximately $10.29M in transactions.


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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 8/18/2026. New 13F filings are added each quarter as they're published.
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