Free Trial
→ A deadly mistake in my prediction… (From Porter & Company) (Ad) Free REFI Stock Alerts

Chicago Atlantic Real Estate Finance (REFI) Institutional Ownership

Chicago Atlantic Real Estate Finance logo
$15.66 +0.10 (+0.64%)
As of 01/17/2025 04:00 PM Eastern
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)
35
Total
Institutional Inflows
(last 12 months)
$25.79M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$1.96M
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
1/17/2025SG Americas Securities LLC7,739$119K0.0%N/A0.039%
1/17/2025Magnus 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%
10/24/2024Nisa Investment Advisors LLC5,180$83K0.0%-21.2%0.026%
10/23/2024Dumont & Blake Investment Advisors LLC11,217$174K0.0%-50.0%0.059%
10/19/2024Allspring Global Investments Holdings LLC35,177$546K0.0%-3.0%0.179%
10/2/2024 Doliver Advisors LP11,000$171K0.0%N/A0.056%
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%
8/1/2024Fielder Capital Group LLC547,677$8.41M3.2%N/A2.867%
7/31/2024Sage 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%
7/26/2024Allspring 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%
7/20/2024Nisa Investment Advisors LLC6,574$104K0.0%-27.6%0.034%
5/17/2024Tidal Investments LLC521,481$8.22M0.1%N/A2.730%
5/16/2024California State Teachers Retirement System1,646$26K0.0%-38.9%0.009%
5/16/2024Janus Henderson Group PLC10,129$160K0.0%-11.0%0.053%
5/15/2024Price T Rowe Associates Inc. MD23,105$365K0.0%+5.1%0.121%
5/13/2024O Shaughnessy Asset Management LLC17,501$276K0.0%+4.5%0.092%
5/10/2024Vanguard Group Inc.809,997$12.77M0.0%+5.6%4.241%
January 29th - the next big trading catalyst to watch (Ad)

Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO the market… Unleashing more explosive moves than ever before.

So please watch this video now before the hammer falls and it’s too late.
5/3/2024Larson Financial Group LLC1,578$25K0.0%+328.8%0.008%
4/30/2024Commonwealth Equity Services LLC36,428$574K0.0%+3.9%0.200%
4/29/2024PBMares Wealth Management LLC30,810$486K0.1%-3.1%0.169%
4/25/2024Lindbrook Capital LLC2,900$46K0.0%-38.8%0.016%
4/24/2024Newbridge Financial Services Group Inc.2,350$37K0.0%N/A0.013%
4/23/2024Sage Mountain Advisors LLC72,785$1.15M0.1%+1.2%0.400%
4/16/2024Register Financial Advisors LLC2,062$33K0.0%N/A0.011%
2/15/2024Perritt Capital Management Inc.59,034$955K0.5%-10.6%0.325%
2/14/2024AdvisorShares Investments LLC79,361$1.28M0.3%-1.4%0.437%
2/13/2024Tower Research Capital LLC TRC5,629$91K0.0%+501.4%0.031%
2/9/2024AXS Investments LLC45,985$744K0.2%-4.4%0.253%
2/7/2024Jump Financial LLC11,100$180K0.0%+8.8%0.061%
2/2/2024Truist Financial Corp16,144$261K0.0%+22.8%0.089%
2/1/2024SlateStone Wealth LLC12,416$201K0.0%N/A0.068%
2/1/2024Sage Mountain Advisors LLC71,913$1.16M0.1%+33.1%0.396%
2/1/2024Lindbrook Capital LLC4,738$77K0.0%+109.0%0.026%
1/30/2024Emfo LLC292,009$4.73M4.4%-2.1%1.606%
1/26/2024PBMares Wealth Management LLC31,810$515K0.2%+5.6%0.175%
1/25/2024Allspring Global Investments Holdings LLC39,470$639K0.0%-6.0%0.217%
1/25/2024Nisa Investment Advisors LLC9,074$147K0.0%+38.0%0.050%
1/12/2024SG Americas Securities LLC8,931$145K0.0%+25.0%0.049%
11/14/2023Perritt Capital Management Inc.66,034$972K0.6%-16.2%0.363%
11/14/2023O Shaughnessy Asset Management LLC16,516$243K0.0%+13.1%0.091%
11/13/2023Connor Clark & Lunn Investment Management Ltd.57,370$844K0.0%+89.7%0.316%
11/13/2023Mariner LLC49,833$734K0.0%+12.4%0.274%
11/13/2023Acadian Asset Management LLC67,464$992K0.0%+222.5%0.371%
11/9/2023Deutsche Bank AG33,506$493K0.0%-16.0%0.184%
11/8/2023HighTower Advisors LLC173,334$2.55M0.0%+3.3%0.954%
11/7/2023Jump Financial LLC10,200$150K0.0%-37.4%0.056%
11/6/2023AdvisorShares Investments LLC80,449$1.18M0.3%+6.7%0.443%
11/2/2023Nisa Investment Advisors LLC6,574$97K0.0%-28.0%0.036%
10/27/2023Allspring Global Investments Holdings LLC41,985$618K0.0%+1,641.4%0.231%
10/26/2023Mirae Asset Global Investments Co. Ltd.12,715$187K0.0%N/A0.070%
10/25/2023Sage Mountain Advisors LLC54,029$795K0.1%+6.4%0.297%
10/24/2023Bank of New York Mellon Corp54,368$800K0.0%+28.5%0.299%
10/24/2023Dakota Wealth Management13,273$195K0.0%-53.0%0.073%
10/23/2023Commonwealth Equity Services LLC34,189$503K0.0%+2.5%0.188%
10/13/2023SG Americas Securities LLC7,144$105K0.0%N/A0.039%
9/26/2023Intrepid Capital Management Inc.173,001$2.62M1.8%-20.0%0.952%
8/11/2023O Shaughnessy Asset Management LLC14,603$221K0.0%N/A0.081%
8/10/2023AXS Investments LLC49,797$754K0.2%+45.2%0.275%
8/10/2023Intrepid Capital Management Inc.173,001$2.62M2.3%-20.0%0.956%
8/7/2023Acadian Asset Management LLC20,920$316K0.0%-74.8%0.116%
8/4/2023American International Group Inc.7,881$119K0.0%+200.0%0.044%
8/3/2023Emfo LLC298,403$4.52M4.1%-0.8%1.650%
8/1/2023Truist Financial Corp34,784$527K0.0%+180.1%0.192%
7/31/2023Strs Ohio3,400$51K0.0%+142.9%0.019%
7/31/2023Lindbrook Capital LLC2,200$33K0.0%+51.7%0.012%
7/27/2023Virtu Financial LLC11,688$177K0.0%N/A0.065%
7/24/2023Allspring Global Investments Holdings LLC2,411$37K0.0%+632.8%0.013%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
7/24/2023Sage Mountain Advisors LLC50,785$769K0.1%-10.3%0.281%
7/18/2023Allspring Global Investments Holdings LLC2,411$37K0.0%+632.8%0.013%
7/17/2023 Ritholtz Wealth Management10,652$161K0.0%N/A0.059%
5/12/2023Perritt Capital Management Inc.78,831$1.07M0.6%-2.5%0.436%
5/12/2023AXS Investments LLC34,301$463K0.2%N/A0.190%
5/11/2023Acadian Asset Management LLC83,140$1.12M0.0%N/A0.460%
5/9/2023AdvisorShares Investments LLC75,409$1.02M0.3%N/A0.417%
5/8/2023Brown Advisory Inc.23,484$317K0.0%N/A0.130%
5/8/2023Emfo LLC300,659$4.06M3.8%+5.3%1.662%
5/3/2023Jump Financial LLC15,600$211K0.0%N/A0.086%
(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, 57 institutional investors and hedge funds held shares of Chicago Atlantic Real Estate Finance. The most heavily invested institutionals were Vanguard Group Inc. ($12.77M), Fielder Capital Group LLC ($8.41M), Tidal Investments LLC ($7.53M), State Street Corp ($6.40M), ETF Managers Group LLC ($5.13M), Emfo LLC ($4.38M), and Intrepid Capital Management Inc. ($2.62M).Learn more on REFI's institutional investors.

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

25.48% of Chicago Atlantic Real Estate Finance 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 stock?

Of the 50 institutional investors that purchased Chicago Atlantic Real Estate Finance stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tidal Investments LLC ($606.96K), Fielder Capital Group LLC ($547.68K), ETF Managers Group LLC ($350.77K), Acadian Asset Management LLC ($129.68K), Sage Mountain Advisors LLC ($122.16K), AdvisorShares Investments LLC ($92.45K), and Connor Clark & Lunn Investment Management Ltd. ($79.27K).

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

Institutional investors have bought a total of 2,601,183 shares in the last 24 months. This purchase volume represents approximately $39.49M in transactions.

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

Of the 22 institutional investors that sold Chicago Atlantic Real Estate Finance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ETF Managers Group LLC ($429.98K), Intrepid Capital Management Inc. ($86.28K), HighTower Advisors LLC ($84.02K), Acadian Asset Management LLC ($62.22K), Dakota Wealth Management ($22.92K), Perritt Capital Management Inc. ($21.80K), and Emfo LLC ($15.63K).

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

Institutional investors have sold a total of 781,922 shares in the last 24 months. This volume of shares sold represents approximately $11.16M in transactions.


Related Companies

This page (NASDAQ:REFI) was last updated on 1/20/2025 by MarketBeat.com Staff
From Our Partners
Last time you’ll see this priced at $1.00
When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...
StocksToTrade | Sponsored
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong
Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is ...
Brownstone Research | Sponsored
Kamala’s final humiliation
The investments connected to Trump's second term in ways that almost nobody outside his inner circle is aware ...
Porter & Company | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Warren Buffett Bets $40 Billion—You Can Get in for $20
I call it "The Last Retirement Stock You'll Ever Need." Warren Buffett himself owns $40 billion of stock in...
Behind the Markets | Sponsored
Grab This Altcoin Before Trump's Crypto Announcement
The #1 Coin Poised to Soar Under Trump Pro-Crypto White House could make this the investment opportunity of...
Crypto 101 Media | Sponsored
Stunning Trump Exec Order Leaked
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored