Who Owns Chicago Atlantic Real Estate Finance, Inc. (REFI)?Hedge Fund & Institutional Holders

$12.09-0.01 (-0.04%)Real EstateNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0202100721000059e+118T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$11.73$12.86$13.98$15.11$16.24Sep 24Jun 25Mar 26

REFI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Fielder Capital Group LLCNew Position+832K+$10.2M
Sage Mountain Advisors LLCNew Position+121K+$1.5M
CDC Financial, Inc.New Position+121K+$1.5M
Penserra Capital Management LLCNew Position+92K+$1.0M
Magnus Financial Group LLCNew Position+33K+$399K
Virtus Investment Advisers, LLCNew Position+13K+$154K
Odyssean, LLCNew Position+12K+$146K
Vivaldi Capital Management LPNew Position+10K+$123K
Garton & Associates Financial Advisors LLCNew Position+4K+$52K
STRS OHIONew Position+3K+$39K
NISA INVESTMENT ADVISORS, LLCNew Position+3K+$32K
Geneos Wealth Management Inc.New Position+2K+$28K
CWM, LLCNew Position+1K+$14K
Westside Investment Management, Inc.New Position+500+$6K
Versant Capital Management, IncNew Position+473+$5K

REFI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
STATE STREET CORPDecreased-4K-$7.0B
Corient Private Wealth LLCDecreased-19K-$2.8B
INTREPID CAPITAL MANAGEMENT INCDecreased-141K-$2.7B
MILLENNIUM MANAGEMENT LLCDecreased-25K-$2.4B
NORTHERN TRUST CORPDecreased-6K-$1.8B
RENAISSANCE TECHNOLOGIES LLCDecreased-39K-$1.2B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-74-$703.1M
MORGAN STANLEYDecreased-17K-$687.8M
Tidal Investments LLCClosed Position-45K-$576.6M
AQR CAPITAL MANAGEMENT LLCDecreased-14K-$494.0M
Quadrature Capital LtdDecreased-2K-$391.6M
RHUMBLINE ADVISERSDecreased-1K-$315.9M
United Advisor Group, LLCDecreased-600-$313.7M
MANUFACTURERS LIFE INSURANCE COMPANY, THEDecreased-442-$289.2M
Mariner, LLCClosed Position-20K-$262.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Fielder Capital Group LLC832,168$10.2M2.17%Share
2VANGUARD GROUP INC821,572$10.1M0.00%Share
3BlackRock, Inc.894,089$10.0M0.00%Share
4STATE STREET CORP528,226$6.0M0.00%Share
5BlackRock, Inc.428,067$5.0M0.00%Share
6Clayton Partners LLC211,000$2.6M1.87%Share
7Corient Private Wealth LLC202,802$2.5M0.00%Share
8Sage Mountain Advisors LLC121,400$1.5M0.08%Share
9CDC Financial, Inc.121,300$1.5M0.70%Share
10VANGUARD GROUP INC114,411$1.4M0.00%Share
11DOLIVER ADVISORS, LP106,308$1.3M0.33%Share
12MILLENNIUM MANAGEMENT LLC159,287$1.0M0.00%Share
13Connor, Clark & Lunn Investment Management Ltd.130,114$1.0M0.00%Share
14Penserra Capital Management LLC92,123$1.0M0.01%Share
15NORTHERN TRUST CORP125,103$1.0M0.00%Share
16HighTower Advisors, LLC97,258$1.0M0.00%Share
17INTREPID CAPITAL MANAGEMENT INC73,922$906K0.35%Share
18PERRITT CAPITAL MANAGEMENT INC36,498$447K0.75%Share
19Magnus Financial Group LLC32,626$399K0.03%Share
20United Advisor Group, LLC23,950$293K0.04%Share
21Invesco Ltd.22,907$280K0.00%Share
22Virtus Investment Advisers, LLC12,585$154K0.04%Share
23Odyssean, LLC11,987$146K0.10%Share
24Vivaldi Capital Management LP10,095$123K0.02%Share
25VANGUARD GROUP INC6,440$78K0.00%Share
26GROUP ONE TRADING LLC5,500$67K0.00%Call
27UBS Group AG5,398$66K0.00%Share
28Garton & Associates Financial Advisors LLC4,300$52K0.03%Share
29Invesco Ltd.4,086$50K0.00%Share
30Invesco Ltd.3,840$47K0.00%Share
31STRS OHIO3,200$39K0.00%Share
32NISA INVESTMENT ADVISORS, LLC2,524$32K0.00%Share
33Geneos Wealth Management Inc.2,330$28K0.00%Share
34CWM, LLC1,165$14K0.00%Share
35Sunbelt Securities, Inc.879$10K0.00%Share
36Westside Investment Management, Inc.500$6K0.00%Share
37Versant Capital Management, Inc473$5K0.00%Share
38Atlantic Union Bankshares Corp352$4K0.00%Share
39North Star Investment Management Corp.342$4K0.00%Share
40Triumph Capital Management250$3K0.00%Share
41WealthCollab, LLC294$3K0.00%Share
42HARBOR CAPITAL ADVISORS, INC.211$3K0.00%Share
43Physician Wealth Advisors, Inc.185$2K0.00%Share
44GROUP ONE TRADING LLC100$1K0.00%Share
45Covestor Ltd111$1K0.00%Share
46GAMMA Investing LLC160$1K0.00%Share
47AMALGAMATED BANK570$00.00%Share
48JANE STREET GROUP, LLC26,649$00.00%Share
49JANE STREET GROUP, LLC5,024$00.00%Share
50JANE STREET GROUP, LLC29,281$00.00%Share

REFI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202599$60.2M+31
Q3 202568$64.5B-16
Q2 202584$73.4B-23
Q1 2025107$93.5B+12
Q4 202495$1.7T+10
Q3 202485$53.9T+6
Q2 202479$28.4T+2
Q1 202477$26.5T—

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As of Q4 2025, 50 institutional investors hold REFI (Chicago Atlantic Real Estate Finance, Inc.). The largest holder is Fielder Capital Group LLC with $10.2M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own REFI?

As of Q4 2025, 50 institutional investors report holding REFI (Chicago Atlantic Real Estate Finance, Inc.) in their 13F filings.

Who is the largest institutional holder of REFI?

The largest institutional holder of REFI is Fielder Capital Group LLC with $10.2M in shares.

Is institutional ownership of REFI increasing or decreasing?

This quarter, 15 institutions opened new positions in REFI and 2 closed their positions.