REFI · Company research
Chicago Atlantic Real Estate Finance, Inc. Common Stock (REFI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableReal Estate
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24562 | 263298 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160 | 1716 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9960 | 106771 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DOLIVER ADVISORS, LP | 938077 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111008 | 1190006 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4030 | 43202 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Magnus Financial Group LLC | 1765216 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39818 | 426850 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Mission Financial Group, LLC | 2113810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21818 | 233889 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEGALL BRYANT & HAMILL, LLC | 1006378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 188621 | 2022017 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4346 | 46589 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Fielder Capital Group LLC | 2010765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 982283 | 10530077 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2734 | 255 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 352 | 3773 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1169 | 12532 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2175 | 23316 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33345 | 357458 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 54 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55827 | 598468 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17522 | 187836 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 970 | 10000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28005 | 300213 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9950 | 106664 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 672 | 7520 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61764 | 662110 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18425 | 197516 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95 | 1 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1036787 | 11114357 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3006 | 32224 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Triumph Capital Management | 1730765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 2680 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8700 | 93264 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sage Mountain Advisors LLC | 1832274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34284 | 367524 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15824 | 169633 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Physician Wealth Advisors, Inc. | 1795173 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44 | 472 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 173 | 1855 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84095 | 901496 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30061 | 322254 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 16080 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Clayton Partners LLC | 1550509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155344 | 1665288 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48547 | 520424 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38600 | 413792 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6440 | 69037 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AlTi Global, Inc. | 1838615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17995 | 201366 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3200 | 34304 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1316 | 14108 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1638 | 17559 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23099 | 247621 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19872 | 213028 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17440 | 186957 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| United Advisor Group, LLC | 2004873 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33050 | 354296 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2969 | 31828 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 515 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22529 | 241510 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Odyssean, LLC | 2092853 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63292 | 678490 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6038 | 64727 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108882 | 1167 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16349 | 175265 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| INTREPID CAPITAL MANAGEMENT INC | 1092838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73922 | 792444 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121 | 1294 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Geneos Wealth Management Inc. | 1764754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2330 | 24978 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7832 | 86700 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 22 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23628 | 253292 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 536 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Atom Investors LP | 1738902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42314 | 453606 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12279 | 131631 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88975 | 953812 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19116 | 204924 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EVERETT HARRIS & CO /CA/ | 1009254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18400 | 197248 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152719 | 1637166 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69485 | 745 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115888 | 1242319 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 788254 | 8450083 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 499188 | 5579499 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125772 | 1348276 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8239 | 88322 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 195 | 2090 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19349 | 207418 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1352 | 14493 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14717 | 157766 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27569 | 295540 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Eurizon Capital SGR S.p.A. | 2107286 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8534 | 94558 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.