Institutional Ownership Chicago Atlantic Real Estate Finance, Inc. (REFI)
This table provides information about the institutional ownership of Chicago Atlantic Real Estate Finance, Inc. (REFI). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 7.32 Million shares, which have been reported (via 13F filing form) to have a value of $93 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
13,919
shares
|
$176,771
0.0% of portfolio
|
Q3 2025
Added 24.99%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,289
shares
|
$168,770
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
12,591
shares
|
$159,905
0.01% of portfolio
|
Q3 2023
Added 3.08%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
12,498
shares
|
$158,724
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
12,325
shares
|
$156,527
0.0% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
11,438
shares
|
$145,262
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
11,217
shares
|
$142,455
0.04% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,843
shares
|
$137,706
0.0% of portfolio
|
Q1 2025
Reduced 56.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
10,650
shares
|
$135,255
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
9,960
shares
|
$126,492
0.0% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
9,557
shares
|
$121,373
0.0% of portfolio
|
Q2 2025
Reduced 87.33%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
8,631
shares
|
$109,613
0.01% of portfolio
|
Q3 2025
Added 118.29%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
8,135
shares
|
$103,314
0.0% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,838
shares
|
$86,842
0.0% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
6,543
shares
|
$83,096
0.0% of portfolio
|
Q3 2025
Added 84.21%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
6,038
shares
|
$76,682
0.0% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,533
shares
|
$57,569
0.0% of portfolio
|
Q3 2025
Reduced 32.56%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
4,346
shares
|
$55,194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,310
shares
|
$42,037
0.0% of portfolio
|
Q3 2025
Reduced 55.31%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,305
shares
|
$41,973
0.0% of portfolio
|
Q1 2025
Reduced 43.46%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
3,200
shares
|
$40,640
0.0% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,112
shares
|
$39,522
0.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,027
shares
|
$38,442
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,330
shares
|
$29,591
0.0% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,160
shares
|
$27,432
0.0% of portfolio
|
Q3 2025
Added 79.25%
|
|