Free Trial
→ Altucher: Turn $900 into $108,000 in just 12 months? (From Paradigm Press) (Ad) Buy REFI Stock  Free REFI Stock Alerts

Chicago Atlantic Real Estate Finance (REFI) Institutional Ownership

Chicago Atlantic Real Estate Finance logo
$13.91 +0.08 (+0.58%)
Closing price 04/17/2025 04:00 PM Eastern
Extended Trading
$14.07 +0.16 (+1.15%)
As of 04/17/2025 06:01 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)
48
Total
Institutional Inflows
(last 12 months)
$39.90M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$3.35M
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
4/11/2025 Magnus Financial Group LLC35,426$521K0.1%+7.5%0.170%
4/8/2025 Rhumbline 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 Company 22,371$345K0.0%+3.2%0.114%
2/14/2025Price T Rowe Associates Inc. MD37,460$578K0.0%+13.5%0.191%
2/14/2025Tower Research Capital LLC TRC 2,667$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%
2/7/2025Sage 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%
2/5/2025Fielder Capital Group LLC674,286$10.40M3.2%+8.8%3.435%
1/29/2025Allspring Global Investments Holdings LLC120,576$1.86M0.0%+242.8%0.614%
Elon Reveals Why There Soon Won’t Be Any Money For Social Security (Ad)

Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a terrifying supercar crash with billionaire Peter Thiel, then from a deadly strain of malaria—Elon Musk emerged with a stark warning for Americans about looming financial dangers. Discover the little-known Trump IRS loophole that thousands are now using to safeguard their retirement from inflation and market turmoil—before it's too late.

See why thousands of forward-thinking retirement savers are now requesting this FREE 2025 Wealth Pro
1/29/2025Savant Capital LLC20,712$319K0.0%N/A0.106%
1/27/2025Bleakley Financial Group LLC10,607$164K0.0%N/A0.054%
1/24/2025Catalina Capital Group LLC16,438$253K0.1%N/A0.084%
1/17/2025 SG Americas Securities LLC7,739$119K0.0%N/A0.039%
1/17/2025 Magnus Financial Group LLC32,962$508K0.0%N/A0.168%
1/15/2025HB 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%
10/23/2024 Dumont & 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%
8/1/2024 Rhumbline 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%
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%
The real reason gold is soaring (and likely to continue) (Ad)

Trump’s Policies Are Fueling a Gold Boom—Here’s Your Chance to Profit Donald Trump’s bold policies are driving a hidden gold market boom. Garrett Goggin, a renowned precious metals expert with 20+ years of experience, reveals 5 explosive investment opportunities set to explode in this new era. Backed by triple-digit returns in 2024, Garrett’s insights show you how to position yourself for wealth in 2025. Don’t wait—these opportunities can disappear fast!

Discover Garrett’s highly sought-after gold insights and seize this opportunity before it’s gone.
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%
(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, 76 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 ($10.40M), Tidal Investments LLC ($7.56M), State Street Corp ($6.40M), Emfo LLC ($4.38M), and Corient Private Wealth LLC ($3.70M).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 65 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 ($611.28K), Fielder Capital Group LLC ($602.28K), Intrepid Capital Management Inc. ($593.22K), Acadian Asset Management LLC ($129.68K), Allspring Global Investments Holdings LLC ($129.14K), Sage Mountain Advisors LLC ($126.59K), and AdvisorShares Investments LLC ($92.45K).

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

Institutional investors have bought a total of 3,167,305 shares in the last 24 months. This purchase volume represents approximately $48.36M in transactions.

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

Of the 31 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: Intrepid Capital Management Inc. ($86.28K), HighTower Advisors LLC ($67.14K), Acadian Asset Management LLC ($62.22K), Corient Private Wealth LLC ($47.25K), Perritt Capital Management Inc. ($21.80K), Two Sigma Advisers LP ($19.30K), and Emfo LLC ($15.63K).

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

Institutional investors have sold a total of 436,902 shares in the last 24 months. This volume of shares sold represents approximately $6.68M in transactions.


Related Companies

This page (NASDAQ:REFI) was last updated on 4/20/2025 by MarketBeat.com Staff
From Our Partners
My prediction is coming true
We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by usi...
InvestorPlace | Sponsored
DOGE Social Security bombshell?
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
The real reason gold is soaring (and likely to continue)
Trump’s Policies Are Fueling a Gold Boom—Here’s Your Chance to Profit Donald Trump’s bold policies are driv...
Golden Portfolio | Sponsored
Elon Reveals Why There Soon Won’t Be Any Money For Social Security
Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a te...
Colonial Metals | Sponsored
The first casualty of the 2025 trade war
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now
Did Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so...
Behind the Markets | Sponsored
Claim Your FREE Protection Guide
In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...
American Alternative | Sponsored