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 |
|---|---|---|---|---|---|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
3,200
shares
|
$49,856
0.0% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
2,488
shares
|
$38,763
0.0% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$31,160
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,829
shares
|
$28,495
0.0% of portfolio
|
Q3 2024
Reduced 50.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,352
shares
|
$21,064
0.0% of portfolio
|
Q2 2023
Added 200.44%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
1,225
shares
|
$19,085
0.0% of portfolio
|
Q2 2024
Reduced 25.58%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
840
shares
|
$13,087
0.0% of portfolio
|
Q3 2023
Added 63.11%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
791
shares
|
$12,323
0.0% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
559
shares
|
$8,709
0.0% of portfolio
|
Q1 2024
Reduced 61.05%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
539
shares
|
$8,397
0.0% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
500
shares
|
$7,790
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
500
shares
|
$7,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
387
shares
|
$6,029
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
340
shares
|
$5,297
0.0% of portfolio
|
Q4 2024
Added 85.79%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
301
shares
|
$4,689
0.0% of portfolio
|
Q4 2024
Added 59.26%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
300
shares
|
$4,674
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
249
shares
|
$3,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
230
shares
|
$3,583
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
177
shares
|
$2,757
0.0% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
150
shares
|
$2,337
0.0% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
139
shares
|
$2,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
105
shares
|
$1,635
0.0% of portfolio
|
Q3 2024
Reduced 31.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
85
shares
|
$1,324
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
54
shares
|
$841
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
35
shares
|
$545
0.0% of portfolio
|
Q4 2024
Reduced 57.32%
|