Free Trial
→ $100 Trillion “AI Metal” Found in American Ghost Town (From Brownstone Research) (Ad) Free REFI Stock Alerts

Chicago Atlantic Real Estate Finance (REFI) Institutional Ownership

Chicago Atlantic Real Estate Finance logo
$12.90 -0.09 (-0.69%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$12.91 +0.01 (+0.08%)
As of 08/1/2025 06:17 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Chicago Atlantic Real Estate Finance (NASDAQ:REFI)

Current
Institutional Ownership
Percentage
25.48%
Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$27.32M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$3.65M
Get REFI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Chicago Atlantic Real Estate Finance stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

REFI Institutional Buying and Selling by Quarter

Chicago Atlantic Real Estate Finance Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/31/2025 Nisa Investment Advisors LLC7,406$107K0.0%-60.4%0.035%
7/31/2025 Fielder Capital Group LLC771,503$10.77M2.9%+2.6%3.679%
7/31/2025 Sage Mountain Advisors LLC163,808$2.29M0.1%+5.4%0.781%
7/21/2025 Ascent Group LLC10,116$141K0.0%-19.6%0.048%
7/2/2025 Doliver Advisors LP80,588$1.13M0.3%+74.5%0.384%
5/29/2025Rhumbline Advisers23,520$346K0.0%-4.2%0.112%
5/28/2025Strs Ohio3,200$47K0.0%N/A0.015%
5/19/2025Jane Street Group LLC12,621$186K0.0%N/A0.060%
5/16/2025 Ascent Group LLC12,587$185K0.0%N/A0.060%
5/15/2025State of Wyoming13,883$204K0.0%N/A0.066%
5/14/2025Martingale Asset Management L P19,241$283K0.0%+4.9%0.092%
5/14/2025Quantbot Technologies LP7,428$109K0.0%+182.3%0.035%
5/13/2025HighTower Advisors LLC81,929$1.20M0.0%+4.3%0.391%
5/12/2025Nuveen LLC36,099$531K0.0%N/A0.172%
5/12/2025Invesco Ltd.12,618$185K0.0%N/A0.060%
5/12/2025Connor Clark & Lunn Investment Management Ltd.114,198$1.68M0.0%+88.1%0.545%
5/9/2025Deutsche Bank AG75,439$1.11M0.0%+689.4%0.360%
5/7/2025 Fielder Capital Group LLC751,620$11.05M3.2%+11.5%3.585%
5/2/2025Larson Financial Group LLC2,920$43K0.0%+269.2%0.014%
5/2/2025 Sage Mountain Advisors LLC155,408$2.28M0.2%+26.4%0.744%
4/30/2025 Nisa Investment Advisors LLC18,691$284K0.0%+260.8%0.089%
4/29/2025Penserra Capital Management LLC69,663$1.02M0.0%-19.6%0.333%
4/24/2025 Allspring Global Investments Holdings LLC112,573$1.66M0.0%-6.6%0.539%
4/11/2025 Magnus Financial Group LLC35,426$521K0.1%+7.5%0.170%
4/8/2025Rhumbline Advisers23,520$346K0.0%-4.2%0.113%
4/8/2025 Doliver Advisors LP46,188$679K0.2%+68.3%0.221%
4/7/2025 GAMMA Investing LLC9,055$133K0.0%+2,908.3%0.043%
2/24/2025United Advisor Group LLC14,550$224K0.0%-29.2%0.074%
2/17/2025Two Sigma Advisers LP169,100$2.61M0.0%-10.2%0.861%
2/17/2025Two Sigma Investments LP128,738$1.99M0.0%-1.1%0.656%
2/17/2025Tidal Investments LLC489,926$7.56M0.1%+0.9%2.495%
2/17/2025Nuveen Asset Management LLC31,790$490K0.0%+4.9%0.162%
2/17/2025Millennium Management LLC48,957$755K0.0%+52.7%0.249%
2/17/2025Deutsche Bank AG9,557$147K0.0%+91.6%0.049%
2/17/2025Cubist Systematic Strategies LLC19,760$305K0.0%N/A0.101%
2/17/2025Bank of America Corp DE15,767$243K0.0%+48.2%0.080%
2/17/2025BNP Paribas Financial Markets5,581$86K0.0%N/A0.028%
2/14/2025AdvisorShares Investments LLC76,811$1.18M0.2%-10.0%0.391%
2/14/2025Northern Trust Corp149,804$2.31M0.0%+9.6%0.763%
2/14/2025The Manufacturers Life Insurance Company22,371$345K0.0%+3.2%0.114%
This Social Security Shift Could Boost Benefits by 400% (Ad)

If you currently collect Social Security—or plan to in the future—this may be one of the most important updates you'll ever see. A new initiative, linked to President Trump's Executive Order #14196, has the potential to do more than just protect Social Security from collapse... According to renowned investor Louis Navellier, it could increase benefits by as much as 400%.

Click here to watch the urgent briefing now — before this opportunity disappears.
2/14/2025Price T Rowe Associates Inc. MD37,460$578K0.0%+13.5%0.191%
2/14/2025Tower Research Capital LLC TRC2,667$41K0.0%+45.8%0.014%
2/14/2025GeoWealth Management LLC2,576$40K0.0%-27.8%0.013%
2/13/2025Mariner LLC22,978$354K0.0%-7.7%0.117%
2/13/2025Barclays PLC26,127$403K0.0%+18.0%0.133%
2/13/2025Townsquare Capital LLC19,647$303K0.0%+88.2%0.100%
2/13/2025Renaissance Technologies LLC87,686$1.35M0.0%-10.5%0.447%
2/13/2025Russell Investments Group Ltd.3,321$51K0.0%+33.5%0.017%
2/13/2025Wells Fargo & Company MN10,194$157K0.0%+31.3%0.052%
2/12/2025Perritt Capital Management Inc54,113$834K0.4%-8.4%0.276%
2/12/2025Intrepid Capital Management Inc.711,127$10.97M5.6%+503.1%3.623%
2/12/2025Geode Capital Management LLC12,982$201K0.0%+5.4%0.066%
2/12/2025Orion Portfolio Solutions LLC25,168$388K0.0%+149.8%0.128%
2/12/2025JPMorgan Chase & Co.65,465$1.01M0.0%+92.1%0.333%
2/11/2025Quantbot Technologies LP2,631$41K0.0%N/A0.013%
2/10/2025Corient Private Wealth LLC239,913$3.70M0.0%-16.5%1.222%
2/10/2025Commonwealth Equity Services LLC44,659$689K0.0%+4.3%0.228%
2/10/2025Connor Clark & Lunn Investment Management Ltd.60,700$936K0.0%-11.6%0.309%
2/7/2025HighTower Advisors LLC78,566$1.21M0.0%+2.8%0.400%
2/7/2025 Sage Mountain Advisors LLC122,932$1.90M0.1%+5.4%0.626%
2/6/2025Charles Schwab Investment Management Inc.51,332$792K0.0%+4.8%0.261%
2/5/2025 Fielder Capital Group LLC674,286$10.40M3.2%+8.8%3.435%
1/29/2025 Allspring Global Investments Holdings LLC120,576$1.86M0.0%+242.8%0.614%
1/29/2025Savant Capital LLC20,712$319K0.0%N/A0.106%
1/27/2025 Bleakley Financial Group LLC10,607$164K0.0%N/A0.054%
1/24/2025 Catalina Capital Group LLC16,438$253K0.1%N/A0.084%
1/17/2025SG Americas Securities LLC7,739$119K0.0%N/A0.039%
1/17/2025 Magnus Financial Group LLC32,962$508K0.0%N/A0.168%
1/15/2025 HB Wealth Management LLC12,418$191K0.0%N/A0.063%
1/6/2025 Doliver Advisors LP27,438$423K0.1%+149.4%0.140%
12/26/2024JPMorgan Chase & Co.34,074$528K0.0%+169.2%0.174%
11/25/2024Tidal Investments LLC485,610$7.53M0.1%+21.4%2.473%
11/19/2024Barclays PLC22,143$343K0.0%+271.9%0.113%
11/15/2024Barclays PLC22,143$343K0.0%+271.9%0.113%
11/15/2024Orion Portfolio Solutions LLC10,076$156K0.0%-8.6%0.051%
11/15/2024Jane Street Group LLC20,084$312K0.0%-20.9%0.102%
11/15/2024State Street Corp400,790$6.40M0.0%+15.1%2.042%
11/15/2024Janus Henderson Group PLC10,344$160K0.0%N/A0.053%
11/15/2024HighTower Advisors LLC76,418$1.19M0.0%-46.8%0.389%
11/14/2024Martingale Asset Management L P18,045$280K0.0%+10.4%0.092%
11/13/2024Townsquare Capital LLC10,440$162K0.0%N/A0.053%
11/13/2024The Manufacturers Life Insurance Company21,684$336K0.0%+6.6%0.110%
11/12/2024Penserra Capital Management LLC29,072$450K0.0%-6.7%0.148%
11/8/2024Connor Clark & Lunn Investment Management Ltd.68,677$1.07M0.0%+315.1%0.350%
10/30/2024United Advisor Group LLC20,550$319K0.1%N/A0.105%
10/28/2024Gladstone Institutional Advisory LLC32,475$504K0.0%N/A0.166%
10/24/2024 Nisa Investment Advisors LLC5,180$83K0.0%-21.2%0.026%
10/23/2024 Dumont & Blake Investment Advisors LLC11,217$174K0.0%-50.0%0.059%
10/19/2024 Allspring Global Investments Holdings LLC35,177$546K0.0%-3.0%0.179%
10/2/2024 Doliver Advisors LP11,000$171K0.0%N/A0.056%
Digital Dollar Alert: Protect Your Wealth Before It’s Too Late (Ad)

134 countries are developing Central Bank Digital Currencies — and the U.S. is quietly testing one. Experts warn a programmable dollar could erase your privacy and control your spending. A free guide reveals how to protect your savings before the system goes live.

Download your FREE Digital Dollar Defense Kit now
8/9/2024Renaissance Technologies LLC36,300$558K0.0%+17.5%0.190%
8/8/2024AdvisorShares Investments LLC101,361$1.52M0.3%+13.4%0.531%
8/1/2024Rhumbline Advisers23,754$365K0.0%+7.7%0.124%
8/1/2024 Fielder Capital Group LLC547,677$8.41M3.2%N/A2.867%
7/31/2024 Sage Mountain Advisors LLC133,467$2.05M0.2%+83.4%0.699%
7/31/2024Commonwealth Equity Services LLC37,337$574K0.0%+2.5%0.195%
7/27/2024Emfo LLC285,031$4.38M3.9%-2.4%1.492%
7/26/2024 Allspring Global Investments Holdings LLC36,276$557K0.0%-7.2%0.190%
7/26/2024Bank of New York Mellon Corp59,219$910K0.0%+16.8%0.310%
7/20/2024 Nisa Investment Advisors LLC6,574$104K0.0%-27.6%0.034%
(Data available from 1/1/2016 forward)

REFI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of REFI shares?

During the previous two years, 77 institutional investors and hedge funds held shares of Chicago Atlantic Real Estate Finance. The most heavily invested institutionals were Vanguard Group Inc. ($12.77M), Intrepid Capital Management Inc. ($10.97M), Fielder Capital Group LLC ($10.77M), Tidal Investments LLC ($7.56M), State Street Corp ($6.40M), Emfo LLC ($4.38M), and Corient Private Wealth LLC ($3.70M).Learn more on Chicago Atlantic Real Estate Finance's institutional investors.

What percentage of Chicago Atlantic Real Estate Finance's stock is owned by institutional investors?

25.48% of Chicago Atlantic Real Estate Finance's stock is owned by institutional investors. Learn more on REFI's institutional investor holdings.

Which institutional investors have been buying Chicago Atlantic Real Estate Finance's stock?

Of the 66 institutional investors that purchased Chicago Atlantic Real Estate Finance's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fielder Capital Group LLC ($699.50K), Tidal Investments LLC ($611.28K), Intrepid Capital Management Inc. ($593.22K), Connor Clark & Lunn Investment Management Ltd. ($132.76K), Sage Mountain Advisors LLC ($129.89K), Allspring Global Investments Holdings LLC ($124.97K), and Doliver Advisors LP ($80.59K).

How much institutional buying is happening at Chicago Atlantic Real Estate Finance?

Institutional investors have bought a total of 1,792,977 shares in the last 24 months. This purchase volume represents approximately $27.32M in transactions.

Which of Chicago Atlantic Real Estate Finance's major shareholders have been selling company stock?

Of the 19 institutional investors that sold Chicago Atlantic Real Estate Finance's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HighTower Advisors LLC ($67.14K), Corient Private Wealth LLC ($47.25K), Two Sigma Advisers LP ($19.30K), Penserra Capital Management LLC ($19.11K), Nisa Investment Advisors LLC ($12.68K), Dumont & Blake Investment Advisors LLC ($11.22K), and Renaissance Technologies LLC ($10.32K).

How much institutional selling is happening at Chicago Atlantic Real Estate Finance?

Institutional investors have sold a total of 238,799 shares in the last 24 months. This volume of shares sold represents approximately $3.65M in transactions.


Related Companies

This page (NASDAQ:REFI) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
This Social Security Shift Could Boost Benefits by 400%
If you currently collect Social Security—or plan to in the future—this may be one of the most important update...
InvestorPlace | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
A new rule goes live in July — and the banks are quietly crushing it
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Jeff Bezos Launches "ChatGPT Killer"?
Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% ...
Stansberry Research | Sponsored
Alien rocks potentially worth trillions…
It might look like just a weird rock—but it’s tied to a discovery 60 Minutes says could be worth up to $16 tri...
Porter & Company | Sponsored