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 105 institutions that hold shares in the stock, with a total of 7.07 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
12,591
shares
|
$196,167
0.01% of portfolio
|
Q3 2023
Added 3.08%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,418
shares
|
$193,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
12,416
shares
|
$193,441
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
12,319
shares
|
$191,930
0.0% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
11,300
shares
|
$176,054
0.0% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
11,217
shares
|
$174,760
0.05% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
10,800
shares
|
$168,264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
10,641
shares
|
$165,786
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
10,607
shares
|
$165,257
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,440
shares
|
$162,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
10,344
shares
|
$161,159
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,076
shares
|
$156,984
0.0% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
9,960
shares
|
$155,176
0.0% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
9,184
shares
|
$143,086
0.0% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
7,762
shares
|
$120,931
0.0% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
7,739
shares
|
$120,573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
6,038
shares
|
$94,072
0.0% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
5,845
shares
|
$91,065
0.01% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,180
shares
|
$80,704
0.0% of portfolio
|
Q3 2024
Reduced 21.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,056
shares
|
$78,772
0.0% of portfolio
|
Q3 2024
Reduced 54.46%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
4,988
shares
|
$77,713
0.0% of portfolio
|
Q2 2024
Reduced 27.21%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
4,384
shares
|
$68,302
0.0% of portfolio
|
Q3 2024
Added 62.55%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,568
shares
|
$55,589
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,211
shares
|
$50,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
3,207
shares
|
$49,965
0.01% of portfolio
|
Q3 2024
Added 17.99%
|