REFI Chicago Atlantic Real Estate Finance, Inc.
Chicago Atlantic Real Estate Finance, Inc. (REFI) Institutional Ownership
What the institutions did with REFI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Only 2 managers reported a position this quarter, so the percentages above describe a very small sample.
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Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 1.7M | 24.8% |
| Fielder Capital Group LLC | 982.3K | 14.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 788.3K | 11.4% |
| STATE STREET CORP | 499.2K | 7.2% |
| SEGALL BRYANT & HAMILL, LLC | 188.6K | 2.7% |
| CDC Financial, Inc. | 163.7K | 2.4% |
| Clayton Partners LLC | 155.3K | 2.2% |
| Corient Private Wealth LP | 152.7K | 2.2% |
| NORTHERN TRUST CORP | 147.0K | 2.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 125.8K | 1.8% |
| VANGUARD FIDUCIARY TRUST CO | 115.9K | 1.7% |
| Connor, Clark & Lunn Investment Management Ltd. | 113.8K | 1.6% |
| DOLIVER ADVISORS, LP | 111.0K | 1.6% |
| Penserra Capital Management LLC | 108.9K | 1.6% |
| OSAIC HOLDINGS, INC. | 91.3K | 1.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 89.0K | 1.3% |
| INTREPID CAPITAL MANAGEMENT INC | 73.9K | 1.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 69.5K | 1.0% |
| MORGAN STANLEY | 63.6K | 0.9% |
| Odyssean, LLC | 63.3K | 0.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 61.8K | 0.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 58.0K | 0.8% |
| Quantinno Capital Management LP | 55.8K | 0.8% |
| Bank of New York Mellon Corp | 53.3K | 0.8% |
| RAYMOND JAMES FINANCIAL INC | 48.6K | 0.7% |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.