Chicago Atlantic Real Estate Finance, Inc. (REFI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

21,272,712Shares Outstanding
6,382Shares held by institutions
$76,456Value of institutional holdings
5.85%Institutional ownership %
-4.33%Shares Changed QoQ
22No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 22 institutions have reported a stake in Chicago Atlantic Real Estate Finance, Inc. (NASDAQ:REFI) as of December 2025, according to recent 13F filings with the SEC.

97 Institutional Holders

6,382 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
BlackRock, Inc. 30 Sep, 2025 1,416,641 -13,474 -0.94% $18,118,838.00
VANGUARD GROUP INC 30 Sep, 2025 940,997 19,227 2.09% $12,035,352.00
Fielder Capital Group LLC 30 Sep, 2025 809,425 37,922 4.92% $10,352,547.00
STATE STREET CORP 30 Sep, 2025 532,528 24,621 4.85% $7,055,024.00
Corient Private Wealth LLC 30 Sep, 2025 222,133 -13,270 -5.64% $2,841,084.00
INTREPID CAPITAL MANAGEMENT INC 30 Sep, 2025 214,827 0 0.00% $2,747,637.00
VAN ECK ASSOCIATES CORP 30 Sep, 2025 198,812 9,426 4.98% $2,543.00
MILLENNIUM MANAGEMENT LLC 30 Sep, 2025 184,697 26,751 16.94% $2,362,275.00
Sage Mountain Advisors LLC 30 Sep, 2025 163,808 0 0.00% $2,095,100.00
NORTHERN TRUST CORP 30 Sep, 2025 141,958 3,858 2.79% $1,815,642.00
Clayton Partners LLC 30 Sep, 2025 137,963 137,963 0.00% $1,764,547.00
Connor, Clark & Lunn Investment Management Ltd. 30 Sep, 2025 121,946 24,896 25.65% $1,559,689.00
DOLIVER ADVISORS, LP 30 Sep, 2025 103,758 23,170 28.75% $1,327,065.00
RENAISSANCE TECHNOLOGIES LLC 30 Sep, 2025 95,000 -3,200 -3.26% $1,215,050.00
HighTower Advisors, LLC 30 Sep, 2025 93,688 8,707 10.25% $1,198,267.00
OSAIC HOLDINGS, INC. 30 Sep, 2025 83,616 73,713 744.35% $1,074,356.00
Penserra Capital Management LLC 30 Sep, 2025 73,211 2,469 3.49% $936.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30 Sep, 2025 54,970 -1,435 -2.54% $703,066.00
MORGAN STANLEY 30 Sep, 2025 53,773 5,710 11.88% $687,764.00
COMMONWEALTH EQUITY SERVICES, LLC 30 Sep, 2025 48,998 928 1.93% $627.00