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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
1,651
shares
|
$20,967
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
1,638
shares
|
$20,802
0.0% of portfolio
|
Q2 2025
Reduced 62.64%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$19,050
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,399
shares
|
$17,767
0.0% of portfolio
|
Q3 2025
Reduced 29.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,352
shares
|
$17,170
0.0% of portfolio
|
Q2 2023
Added 200.44%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,313
shares
|
$16,675
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,252
shares
|
$15,900
0.0% of portfolio
|
Q3 2025
Added 168.67%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
1,081
shares
|
$13,728
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
879
shares
|
$11,163
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
559
shares
|
$7,099
0.0% of portfolio
|
Q1 2024
Reduced 61.05%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
500
shares
|
$6,350
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
500
shares
|
$6,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
406
shares
|
$5,156
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
352
shares
|
$4,470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
301
shares
|
$3,822
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
227
shares
|
$2,882
0.0% of portfolio
|
Q3 2025
Reduced 93.7%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
227
shares
|
$2,882
0.0% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
215
shares
|
$2,730
0.0% of portfolio
|
Q2 2025
Added 42.38%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
137
shares
|
$1,739
0.0% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
129
shares
|
$1,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
103
shares
|
$1,308
0.0% of portfolio
|
Q3 2025
Added 53.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
71
shares
|
$901
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
18
shares
|
$228
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
16
shares
|
$203
0.0% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2
shares
|
$25
0.0% of portfolio
|
Q3 2025
New holding
|
|