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 SEC filings.
Institutional ownership of REFI from SEC Form 13F filings across 80 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, 80 institutions disclosed 4.7M shares of Chicago Atlantic Real Estate Finance, Inc. worth $48.2M — about 22% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
80
13F holders
$48.2M
value, 2026 filers
22%
of shares outstanding (4.7M sh)
14
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.7M | $18.4M | 0.0% | 8.1% | +20.6% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 788,254 | $8.5M | 0.0% | 3.7% | -45.9% |
| 3 | CDC Financial, Inc. | 163,704 | $1.8M | 0.7% | 0.8% | +15.7% |
| 4 | Corient Private Wealth LP | 152,719 | $1.6M | 0.0% | 0.7% | -2.2% |
| 5 | NORTHERN TRUST CORP | 146,958 | $1.6M | 0.0% | 0.7% | +3.9% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 125,772 | $1.3M | 0.0% | 0.6% | +20.5% |
| 7 | VANGUARD FIDUCIARY TRUST CO | 115,888 | $1.2M | 0.0% | 0.5% | +1.4% |
| 8 | Connor, Clark & Lunn Investment Management Ltd. | 113,810 | $1.2M | 0.0% | 0.5% | -2.1% |
| 9 | Penserra Capital Management LLC | 108,882 | $1,167 | 0.0% | 0.5% | +14.9% |
| 10 | OSAIC HOLDINGS, INC. | 91,265 | $978,370 | 0.0% | 0.4% | +8.6% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW | 88,975 | $953,812 | 0.0% | 0.4% | new |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | 69,485 | $745 | 0.0% | 0.3% | +22.0% |
| 13 | MORGAN STANLEY | 63,595 | $681,742 | 0.0% | 0.3% | +30.7% |
| 14 | Sixth Street Partners Management Company, L.P.NEW | 61,764 | $662,110 | 0.1% | 0.3% | new |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 61,764 | $662,110 | 0.0% | 0.3% | +25.4% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 57,975 | $621,490 | 0.0% | 0.3% | +13.0% |
| 17 | Quantinno Capital Management LP | 55,827 | $598,468 | 0.0% | 0.3% | -26.1% |
| 18 | Bank of New York Mellon Corp | 53,308 | $571,460 | 0.0% | 0.3% | +11.2% |
| 19 | RAYMOND JAMES FINANCIAL INCNEW | 48,623 | $521,239 | 0.0% | 0.2% | new |
| 20 | Magnus Financial Group LLC | 39,818 | $426,850 | 0.0% | 0.2% | +21.6% |
| 21 | Invesco Ltd. | 33,413 | $358,187 | 0.0% | 0.2% | +11.1% |
| 22 | Tidal Investments LLC | 33,345 | $357,458 | 0.0% | 0.2% | -13.7% |
| 23 | United Advisor Group, LLC | 33,050 | $354,296 | 0.0% | 0.2% | +38.0% |
| 24 | GEODE CAPITAL MANAGEMENT, LLC | 28,235 | $303,709 | 0.0% | 0.1% | +17.4% |
| 25 | Nuveen, LLC | 27,041 | $289,880 | 0.0% | 0.1% | -12.3% |
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.