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Equibles

REFI

Chicago Atlantic Real Estate Finance, Inc.

Company with tickers: REFI

CIK
1867949
CUSIP
167239102
Shares Outstanding
21,207,228
13F Activity (30d)
46 filings 43 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 96
Total Value: $54,219,697
Total Shares: 4,789,730

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 96 13F filers · Δ vs Dec 31, 2025
Top Holder
20.0%
Jun 2023 → Mar 2026 · range 19.8% – 28.1%
−4.0 pts
Top 5
54.1%
Jun 2023 → Mar 2026 · range 54.1% – 61.9%
−1.0 pts
Top 10
67.9%
Jun 2023 → Mar 2026 · range 67.9% – 76.1%
−3.7 pts
HHI
857
Jun 2023 → Mar 2026 · range 857 – 1,199
Broadly held−129

Quarterly Activity

vs Dec 31, 2025
New
32
Increased
25
Decreased
21
Sold Out
18
Unchanged
18
Holder count: +14
Institutional value: +27.5%
Shares held: +38.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Fielder Capital Group LLC +127,632 959,800
Large Quantinno Capital Management LP +27,764 75,566
Small CDC Financial, Inc. +20,250 141,550
Mega UBS Group AG +9,185 14,583
Mega Nuveen, LLC +8,144 30,819

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small Clayton Partners LLC −60,656 150,344
Large Corient Private Wealth LLC −46,584 156,217
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP −31,382 41,280
Small Sage Mountain Advisors LLC −22,670 98,730
Mega STATE STREET CORP −17,693 510,533

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 727,853 $8,239,295
Mega VAN ECK ASSOCIATES CORP 236,157 $2,673,297
Mega VANGUARD FIDUCIARY TRUST CO 114,295 $1,293,819
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 104,333 $1,181,049
Large RENAISSANCE TECHNOLOGIES LLC 51,000 $577,320

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large HighTower Advisors, LLC 97,258 $1,192,383
Large Qube Research & Technologies Ltd 47,569 $583,195
Small Rothschild Wealth LLC 36,498 $447,465
Micro Perritt Capital Management Inc 36,498 $447,465
Mid Quadrature Capital Ltd 28,391 $348,073
Filter: New 32 Increased 25 Reduced 21 Sold out 18 Unchanged 18
Showing 97 of 97
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small Fielder Capital Group LLC $10,864,936 20.04% 959,800
Mega VANGUARD CAPITAL MANAGEMENT LLC $8,239,295 15.20% 727,853
Mega STATE STREET CORP $5,779,233 10.66% 510,533
Mega VAN ECK ASSOCIATES CORP $2,673,297 4.93% 236,157
Large Corient Private Wealth LLC $1,768,376 3.26% 156,217
Small Clayton Partners LLC $1,701,894 3.14% 150,344
Small CDC Financial, Inc. $1,602,346 2.96% 141,550
Mega NORTHERN TRUST CORP Bank $1,601,472 2.95% 141,473
Large Connor, Clark & Lunn Investment Management Ltd. $1,316,165 2.43% 116,269
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,293,819 2.39% 114,295
Small DOLIVER ADVISORS, LP $1,265,666 2.33% 111,808
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $1,181,049 2.18% 104,333
Small Sage Mountain Advisors LLC $1,117,623 2.06% 98,730
Mid Penserra Capital Management LLC $1,072,932 1.98% 94,782
Large OSAIC HOLDINGS, INC. $951,467 1.75% 84,052
Large Quantinno Capital Management LP $855,407 1.58% 75,566
Small INTREPID CAPITAL MANAGEMENT INC $836,797 1.54% 73,922
Large COMMONWEALTH EQUITY SERVICES, LLC $580,840 1.07% 51,311
Large RENAISSANCE TECHNOLOGIES LLC $577,320 1.06% 51,000
Mega MILLENNIUM MANAGEMENT LLC $561,415 1.04% 49,595
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $557,532 1.03% 49,252
Mega Bank of New York Mellon Corp Bank $542,646 1.00% 47,937
Large Tidal Investments LLC $437,268 0.81% 38,628
Small Magnus Financial Group LLC $370,526 0.68% 32,732
Mega Nuveen, LLC $348,871 0.64% 30,819
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $324,884 0.60% 28,700
Large GREAT LAKES ADVISORS, LLC $309,986 0.57% 27,384
Mega RHUMBLINE ADVISERS $283,158 0.52% 25,014
Mega GEODE CAPITAL MANAGEMENT, LLC $272,177 0.50% 24,044
Small United Advisor Group, LLC $271,114 0.50% 23,950
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $244,749 0.45% 21,621
Mega ALLIANCEBERNSTEIN L.P. $242,361 0.45% 21,410
Large Empowered Funds, LLC $226,377 0.42% 19,998
Mega AQR CAPITAL MANAGEMENT LLC $212,486 0.39% 18,771
Mega BANK OF AMERICA CORP /DE/ Bank $209,046 0.39% 18,467
Mid EVERETT HARRIS & CO /CA/ $208,288 0.38% 18,400
Mid AlTi Global, Inc. $196,209 0.36% 17,333
Mid SIMPLEX TRADING, LLC $192,711 0.36% 17,024
Small Virtus Investment Advisers, LLC $171,894 0.32% 15,185
Mega UBS Group AG $165,079 0.30% 14,583
Large MERCER GLOBAL ADVISORS INC /ADV $151,189 0.28% 13,356
Small Odyssean, LLC $146,877 0.27% 12,975
Mega DEUTSCHE BANK AG\ Bank $146,639 0.27% 12,954
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $142,405 0.26% 12,580
Large MML INVESTORS SERVICES, LLC $135,319 0.25% 11,954
Mega CITADEL ADVISORS LLC $131,312 0.24% 11,600
Mega GOLDMAN SACHS GROUP INC $128,380 0.24% 11,341
Mega ENVESTNET ASSET MANAGEMENT INC $125,708 0.23% 11,105
Mid HB Wealth Management, LLC $115,113 0.21% 10,169
Large ExodusPoint Capital Management, LP $114,898 0.21% 10,150
Small Vivaldi Capital Management LP $114,275 0.21% 10,095
Large MetLife Investment Management, LLC $112,747 0.21% 9,960
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $97,770 0.18% 8,637
Large Eurizon Capital SGR S.p.A. $96,604 0.18% 8,534
Mega JPMORGAN CHASE & CO $83,643 0.15% 7,389
Mega WELLS FARGO & COMPANY/MN $77,643 0.14% 6,859
Mega Vanguard Global Advisers, LLC $72,900 0.13% 6,440
Mega PNC FINANCIAL SERVICES GROUP, INC. $69,991 0.13% 6,183
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $68,350 0.13% 6,038
Large NISA INVESTMENT ADVISORS, LLC $67,093 0.12% 5,927
Large Police & Firemen's Retirement System of New Jersey Pension $49,196 0.09% 4,346
Mega BNP PARIBAS ARBITRAGE, SA $44,102 0.08% 3,896
Mega BARCLAYS PLC $38,147 0.07% 3,370
Large STRS OHIO $36,224 0.07% 3,200
Mid Geneos Wealth Management Inc. $26,375 0.05% 2,330
Large Russell Investments Group, Ltd. $25,955 0.05% 2,293
Mega Legal & General Group Plc $18,542 0.03% 1,638
Mid MAI Capital Management $17,115 0.03% 1,512
Mid Ameritas Investment Partners, Inc. $15,304 0.03% 1,352
Mega CITIGROUP INC $14,885 0.03% 1,315
Mid Tower Research Capital LLC (TRC) $12,972 0.02% 1,146
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $11,116 0.02% 982
Small Sunbelt Securities, Inc. Broker-Dealer $9,950 0.02% 879
Mid GAMMA Investing LLC $9,667 0.02% 854
Large CWM, LLC $8,354 0.02% 738
Small SUMMIT SECURITIES GROUP LLC Broker-Dealer $7,165 0.01% 633
Mid Sterling Capital Management LLC $6,803 0.01% 601
Mid CENTRAL TRUST Co Bank $6,792 0.01% 600
Small Versant Capital Management, Inc $5,897 0.01% 521
Small Westside Investment Management, Inc. $5,660 0.01% 500
Mid Atlantic Union Bankshares Corp $3,984 0.01% 352
Mid North Star Investment Management Corp. $3,871 0.01% 342
Mid HARBOR CAPITAL ADVISORS, INC. $3,792 0.01% 335
Small Triumph Capital Management $2,830 0.01% 250
Small JPL Wealth Management, LLC $2,173 0.00% 192
Mid Arax Advisory Partners $1,267 0.00% 112
Small Covestor Ltd $747 0.00% 66
Small ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Bank $679 0.00% 60
Small Essential Partners LLC $645 0.00% 57
Micro Ares Financial Consulting, LLC $498 0.00% 44
Micro Bare Financial Services, Inc $464 0.00% 41
Mid Allworth Financial LP $441 0.00% 39
Mid EverSource Wealth Advisors, LLC $305 0.00% 27
Mega ROYAL BANK OF CANADA Bank $124 0.00% 11
Mid IFP Advisors, Inc $45 0.00% 4
Mid ROTHSCHILD INVESTMENT LLC $22 0.00% 2
Micro True Wealth Design, LLC $22 0.00% 2

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