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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
214
shares
|
$3,107
0.0% of portfolio
|
Q1 2025
Added 970.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
212
shares
|
$3,078
0.0% of portfolio
|
Q1 2025
Added 19.77%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
192
shares
|
$2,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
151
shares
|
$2,192
0.0% of portfolio
|
Q1 2025
Reduced 55.59%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
85
shares
|
$1,234
0.0% of portfolio
|
Q1 2025
Reduced 14.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
71
shares
|
$1,030
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
34
shares
|
$493
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
31
shares
|
$450
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
15
shares
|
$217
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|