Who Holds Chicago Atlantic Real Estate Finance, Inc. (REFI)? 101 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 101 holders, $73 million in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| BlackRock, Inc. | 1,719,049 | $18 million | +21% | 13F |
| Fielder Capital Group LLC | 982,283 | $11 million | +2% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 788,254 | $8 million | +8% | 13F |
| STATE STREET CORP | 499,188 | $6 million | -2% | 13F |
| SEGALL BRYANT & HAMILL, LLC | 188,621 | $2 million | New | 13F |
| CDC Financial, Inc. | 163,704 | $2 million | +16% | 13F |
| Clayton Partners LLC | 155,344 | $2 million | +3% | 13F |
| Corient Private Wealth LP | 152,719 | $2 million | -2% | 13F |
| NORTHERN TRUST CORP | 146,958 | $2 million | +4% | 13F |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 125,772 | $1 million | +21% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 115,888 | $1 million | +1% | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 113,810 | $1 million | -2% | 13F |
| DOLIVER ADVISORS, LP | 111,008 | $1 million | -1% | 13F |
| OSAIC HOLDINGS, INC. | 91,265 | $978,370 | +9% | 13F |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 88,975 | $953,812 | New | 13F |
| INTREPID CAPITAL MANAGEMENT INC | 73,922 | $792,444 | +0% | 13F |
| MORGAN STANLEY | 63,595 | $681,742 | +31% | 13F |
| Odyssean, LLC | 63,292 | $678,490 | +388% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 61,764 | $662,110 | +25% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 57,975 | $621,490 | +13% | 13F |
| Quantinno Capital Management LP | 55,827 | $598,468 | -26% | 13F |
| Bank of New York Mellon Corp | 53,308 | $571,460 | +11% | 13F |
| RAYMOND JAMES FINANCIAL INC | 48,623 | $521,239 | New | 13F |
| AQR CAPITAL MANAGEMENT LLC | 48,189 | $516,581 | +157% | 13F |
| Atom Investors LP | 42,314 | $453,606 | New | 13F |
| Magnus Financial Group LLC | 39,818 | $426,850 | +22% | 13F |
| RENAISSANCE TECHNOLOGIES LLC | 38,600 | $413,792 | -24% | 13F |
| Sage Mountain Advisors LLC | 34,284 | $367,524 | -65% | 13F |
| Invesco Ltd. | 33,413 | $358,187 | +11% | 13F |
| Tidal Investments LLC | 33,345 | $357,458 | -14% | 13F |
| United Advisor Group, LLC | 33,050 | $354,296 | +38% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 28,235 | $303,709 | +17% | 13F |
| Nuveen, LLC | 27,041 | $289,880 | -12% | 13F |
| ALLIANCEBERNSTEIN L.P. | 24,410 | $276,321 | +14% | 13F |
| RHUMBLINE ADVISERS | 24,562 | $263,298 | -2% | 13F |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 23,099 | $247,621 | +7% | 13F |
| MML INVESTORS SERVICES, LLC | 22,529 | $241,510 | +88% | 13F |
| Mission Financial Group, LLC | 21,818 | $233,889 | New | 13F |
| Empowered Funds, LLC | 19,872 | $213,028 | -1% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 19,349 | $207,418 | +74% | 13F |
| Cerity Partners LLC | 19,120 | $204,967 | New | 13F |
| AlTi Global, Inc. | 17,995 | $201,366 | +4% | 13F |
| DEUTSCHE BANK AG\ | 18,425 | $197,516 | +42% | 13F |
| EVERETT HARRIS & CO /CA/ | 18,400 | $197,248 | +0% | 13F |
| Virtus Investment Advisers, LLC | 17,929 | $192,199 | +18% | 13F |
| BNP PARIBAS FINANCIAL MARKETS | 17,440 | $186,957 | +348% | 13F |
| FMR LLC | 16,349 | $175,265 | -3% | 13F |
| WELLS FARGO & COMPANY/MN | 15,824 | $169,633 | +131% | 13F |
| MERCER GLOBAL ADVISORS INC /ADV | 14,717 | $157,766 | +10% | 13F |
| BANK OF AMERICA CORP /DE/ | 14,091 | $151,056 | -24% | 13F |
| Y-Intercept (Hong Kong) Ltd | 12,279 | $131,631 | New | 13F |
| Russell Investments Group, Ltd. | 11,332 | $121,479 | +394% | 13F |
| GOLDMAN SACHS GROUP INC | 10,401 | $111,499 | -8% | 13F |
| HB Wealth Management, LLC | 10,270 | $110,094 | +1% | 13F |
| MetLife Investment Management, LLC | 9,960 | $106,771 | +0% | 13F |
| CITIGROUP INC | 9,329 | $100,007 | +609% | 13F |
| Eurizon Capital SGR S.p.A. | 8,534 | $94,558 | +0% | 13F |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 8,700 | $93,264 | +1% | 13F |
| JPMORGAN CHASE & CO | 7,930 | $87,785 | +7% | 13F |
| SIMPLEX TRADING, LLC | 6,497 | $69,647 | -62% | 13F |
| Vanguard Global Advisers, LLC | 6,440 | $69,037 | +0% | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,038 | $64,727 | +0% | 13F |
| Police & Firemen's Retirement System of New Jersey | 4,346 | $46,589 | +0% | 13F |
| UBS Group AG | 4,030 | $43,202 | -72% | 13F |
| STRS OHIO | 3,200 | $34,304 | +0% | 13F |
| PNC Financial Services Group, Inc. | 3,006 | $32,224 | -51% | 13F |
| BARCLAYS PLC | 2,815 | $30,177 | -16% | 13F |
| Geneos Wealth Management Inc. | 2,330 | $24,978 | +0% | 13F |
| GAMMA Investing LLC | 1,808 | $19,382 | +112% | 13F |
| MCF Advisors LLC | 1,664 | $17,839 | New | 13F |
| Legal & General Group Plc | 1,638 | $17,559 | +0% | 13F |
| ROYAL BANK OF CANADA | 1,550 | $16,000 | +13991% | 13F |
| Ameritas Investment Partners, Inc. | 1,352 | $14,493 | +0% | 13F |
| Arax Advisory Partners | 1,316 | $14,108 | +1075% | 13F |
| Tower Research Capital LLC (TRC) | 1,169 | $12,532 | +2% | 13F |
| NISA INVESTMENT ADVISORS, LLC | 672 | $7,520 | -89% | 13F |
| Westside Investment Management, Inc. | 500 | $5,360 | +0% | 13F |
| Sterling Capital Management LLC | 381 | $4,084 | -37% | 13F |
| Atlantic Union Bankshares Corp | 352 | $3,773 | +0% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 255 | $2,734 | -74% | 13F |
| Triumph Capital Management | 250 | $2,680 | +0% | 13F |
| Integrated Wealth Concepts LLC | 195 | $2,090 | New | 13F |
| Larson Financial Group LLC | 173 | $1,855 | New | 13F |
| IFP Advisors, Inc | 170 | $1,822 | +4150% | 13F |
| Allworth Financial LP | 160 | $1,716 | +310% | 13F |
| Silver Grove Financial Group, Inc. | 121 | $1,294 | New | 13F |
| Penserra Capital Management LLC | 108,882 | $1,167 | +15% | 13F |
| EverSource Wealth Advisors, LLC | 91 | $977 | +237% | 13F |
| Allied Private Wealth LLC | 70 | $747 | New | 13F |
| PRICE T ROWE ASSOCIATES INC /MD/ | 69,485 | $745 | +22% | 13F |
| True Wealth Design, LLC | 50 | $536 | +2400% | 13F |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 48 | $515 | -20% | 13F |
| Ares Financial Consulting, LLC | 44 | $472 | +0% | 13F |
| Physician Wealth Advisors, Inc. | 44 | $472 | New | 13F |
| ROTHSCHILD INVESTMENT LLC | 39 | $418 | +1850% | 13F |
| Essential Partners LLC | 35 | $375 | -39% | 13F |
| Farther Finance Advisors, LLC | 30 | $322 | New | 13F |
| SJS Investment Consulting Inc. | 5 | $54 | New | 13F |
| Clearstead Advisors, LLC | 2 | $22 | New | 13F |
| HARBOR CAPITAL ADVISORS, INC. | 335 | $4 | +0% | 13F |
Questions and answers
- How many institutions hold Chicago Atlantic Real Estate Finance, Inc.?
- 101 managers reported Chicago Atlantic Real Estate Finance, Inc. on Form 13F for the quarter ended 30 June 2026, against 100 the quarter before.
- Who is the largest institutional holder of Chicago Atlantic Real Estate Finance, Inc.?
- BlackRock, Inc., with 1,719,049 shares worth $18 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Chicago Atlantic Real Estate Finance, Inc. in Q2 2026?
- 16 managers reported a new position and 15 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Chicago Atlantic Real Estate Finance, Inc., Q2 2026", https://app.tamarly.ai/holders/chicago-atlantic-real-estate-finance, built from SEC EDGAR.
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