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Who owns REFIWhat REFI owns — n/a

Who owns Chicago Atlantic Real Estate Finance, Inc.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of REFI from SEC Form 13F filings across 100 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 100 institutions disclosed 6.9M shares of Chicago Atlantic Real Estate Finance, Inc. worth $74.5M — about 32.6% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

100

13F holders

$74.5M

value, 2026 filers

32.6%

of shares outstanding (6.9M sh)

15

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of REFI's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.1.7M$18.4M0.0%8.1%+20.6%
2Fielder Capital Group LLC982,283$10.5M2.3%4.6%+2.3%
3VANGUARD CAPITAL MANAGEMENT LLC788,254$8.5M0.0%3.7%+8.3%
4STATE STREET CORP499,188$5.6M0.0%2.3%-2.2%
5SEGALL BRYANT & HAMILL, LLCNEW188,621$2.0M0.0%0.9%new
6CDC Financial, Inc.163,704$1.8M0.7%0.8%+15.7%
7Clayton Partners LLC155,344$1.7M1.1%0.7%+3.3%
8Corient Private Wealth LP152,719$1.6M0.0%0.7%-2.2%
9NORTHERN TRUST CORP146,958$1.6M0.0%0.7%+3.9%
10VANGUARD PORTFOLIO MANAGEMENT LLC125,772$1.3M0.0%0.6%+20.5%
11VANGUARD FIDUCIARY TRUST CO115,888$1.2M0.0%0.5%+1.4%
12Connor, Clark & Lunn Investment Management Ltd.113,810$1.2M0.0%0.5%-2.1%
13DOLIVER ADVISORS, LP111,008$1.2M0.3%0.5%-0.7%
14Penserra Capital Management LLC108,882$1.2M0.0%0.5%+14.9%
15OSAIC HOLDINGS, INC.91,265$978,3700.0%0.4%+8.6%
16ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW88,975$953,8120.0%0.4%new
17INTREPID CAPITAL MANAGEMENT INC73,922$792,4440.3%0.3%0.0%
18PRICE T ROWE ASSOCIATES INC /MD/69,485$745,0000.0%0.3%+22.0%
19MORGAN STANLEY63,595$681,7420.0%0.3%+30.7%
20Odyssean, LLC63,292$678,4900.1%0.3%+387.8%
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC61,764$662,1100.0%0.3%+25.4%
22COMMONWEALTH EQUITY SERVICES, LLC57,975$621,4900.0%0.3%+13.0%
23Quantinno Capital Management LP55,827$598,4680.0%0.3%-26.1%
24Bank of New York Mellon Corp53,308$571,4600.0%0.3%+11.2%
25RAYMOND JAMES FINANCIAL INCNEW48,623$521,2390.0%0.2%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.