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 101 institutions that hold shares in the stock, with a total of 6.82 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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,352
shares
|
$21,591
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
|
$19,563
0.0% of portfolio
|
Q2 2024
Reduced 25.58%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$15,970
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
840
shares
|
$13,414
0.0% of portfolio
|
Q3 2023
Added 63.11%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
723
shares
|
$11,546
0.0% of portfolio
|
Q3 2024
Reduced 54.59%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
568
shares
|
$9,070
0.0% of portfolio
|
Q2 2024
Added 10.94%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
559
shares
|
$8,927
0.0% of portfolio
|
Q1 2024
Reduced 61.05%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
500
shares
|
$7,985
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
500
shares
|
$7,985
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
387
shares
|
$6,180
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
300
shares
|
$4,791
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
230
shares
|
$3,673
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
190
shares
|
$3,034
0.0% of portfolio
|
Q3 2024
Added 363.41%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
189
shares
|
$3,018
0.0% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
183
shares
|
$2,922
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
183
shares
|
$2,922
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
111
shares
|
$1,772
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
105
shares
|
$1,676
0.0% of portfolio
|
Q3 2024
Reduced 31.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
85
shares
|
$1,357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
82
shares
|
$1,309
0.0% of portfolio
|
Q3 2024
Reduced 34.4%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
54
shares
|
$862
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8
shares
|
$127
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6
shares
|
$95
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|