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 112 institutions that hold shares in the stock, with a total of 7.16 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
14,072
shares
|
$204,325
0.0% of portfolio
|
Q1 2025
Reduced 28.38%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
13,883
shares
|
$201,581
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
13,743
shares
|
$199,548
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
13,616
shares
|
$197,704
0.0% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,289
shares
|
$192,956
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
13,210
shares
|
$191,809
0.0% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
12,621
shares
|
$183,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
12,618
shares
|
$183,213
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
12,591
shares
|
$182,821
0.01% of portfolio
|
Q3 2023
Added 3.08%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
12,587
shares
|
$182,763
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
12,418
shares
|
$180,309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
12,416
shares
|
$180,280
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
12,236
shares
|
$177,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
11,963
shares
|
$173,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
11,706
shares
|
$169,971
0.0% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
11,217
shares
|
$162,870
0.05% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,843
shares
|
$157,440
0.0% of portfolio
|
Q1 2025
Reduced 56.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
10,486
shares
|
$152,256
0.0% of portfolio
|
Q1 2025
Added 226.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
10,426
shares
|
$151,385
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
10,208
shares
|
$148,220
0.0% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
9,960
shares
|
$144,619
0.0% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
9,055
shares
|
$131,478
0.0% of portfolio
|
Q1 2025
Reduced 93.2%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
7,428
shares
|
$107,854
0.0% of portfolio
|
Q1 2025
Added 182.33%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
7,349
shares
|
$106,707
0.0% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
6,038
shares
|
$87,671
0.0% of portfolio
|
Q2 2024
Added 0.07%
|