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.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest 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% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BlackRock, Inc. | Increased | 1.4M | 1.7M | +293.5K |
| VAN ECK ASSOCIATES CORP | Sold Out | 236.2K | 0 | -236.2K |
| SEGALL BRYANT & HAMILL, LLC | New | 0 | 188.6K | +188.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | 0 | 89.0K | +89.0K |
| Sage Mountain Advisors LLC | Reduced | 98.7K | 34.3K | -64.4K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 727.9K | 788.3K | +60.4K |
| Odyssean, LLC | Increased | 13.0K | 63.3K | +50.3K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 49.6K | 0 | -49.6K |
| RAYMOND JAMES FINANCIAL INC | New | 0 | 48.6K | +48.6K |
| Atom Investors LP | New | 0 | 42.3K | +42.3K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 18.8K | 48.2K | +29.4K |
| GREAT LAKES ADVISORS, LLC | Sold Out | 27.4K | 0 | -27.4K |
| Fielder Capital Group LLC | Increased | 959.8K | 982.3K | +22.5K |
| CDC Financial, Inc. | Increased | 141.6K | 163.7K | +22.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 104.3K | 125.8K | +21.4K |
| Quantinno Capital Management LP | Reduced | 75.6K | 55.8K | -19.7K |
| Cerity Partners LLC | New | 0 | 19.1K | +19.1K |
| MORGAN STANLEY | Increased | 48.7K | 63.6K | +14.9K |
| Penserra Capital Management LLC | Increased | 94.8K | 108.9K | +14.1K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 3.9K | 17.4K | +13.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 12.6K | 0 | -12.6K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 57.0K | 69.5K | +12.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 49.3K | 61.8K | +12.5K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 51.0K | 38.6K | -12.4K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 12.3K | +12.3K |
| STATE STREET CORP | Reduced | 510.5K | 499.2K | -11.3K |
| MML INVESTORS SERVICES, LLC | Increased | 12.0K | 22.5K | +10.6K |
| UBS Group AG | Reduced | 14.6K | 4.0K | -10.6K |
| SIMPLEX TRADING, LLC | Reduced | 17.0K | 6.5K | -10.5K |
| ExodusPoint Capital Management, LP | Sold Out | 10.2K | 0 | -10.2K |
| United Advisor Group, LLC | Increased | 24.0K | 33.1K | +9.1K |
| Russell Investments Group, Ltd. | Increased | 2.3K | 11.3K | +9.0K |
| WELLS FARGO & COMPANY/MN | Increased | 6.9K | 15.8K | +9.0K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 11.1K | 19.3K | +8.2K |
| CITIGROUP INC | Increased | 1.3K | 9.3K | +8.0K |
| OSAIC HOLDINGS, INC. | Increased | 84.1K | 91.3K | +7.2K |
| Magnus Financial Group LLC | Increased | 32.7K | 39.8K | +7.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 51.3K | 58.0K | +6.7K |
| NORTHERN TRUST CORP | Increased | 141.5K | 147.0K | +5.5K |
| DEUTSCHE BANK AG\ | Increased | 13.0K | 18.4K | +5.5K |
| Bank of New York Mellon Corp | Increased | 47.9K | 53.3K | +5.4K |
| Tidal Investments LLC | Reduced | 38.6K | 33.3K | -5.3K |
| NISA INVESTMENT ADVISORS, LLC | Reduced | 5.9K | 672 | -5.3K |
| Clayton Partners LLC | Increased | 150.3K | 155.3K | +5.0K |
| BANK OF AMERICA CORP /DE/ | Reduced | 18.5K | 14.1K | -4.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 24.0K | 28.2K | +4.2K |
| Nuveen, LLC | Reduced | 30.8K | 27.0K | -3.8K |
| Corient Private Wealth LP | Reduced | 156.2K | 152.7K | -3.5K |
| Invesco Ltd. | Increased | 30.1K | 33.4K | +3.3K |
| PNC FINANCIAL SERVICES GROUP, INC. | Reduced | 6.2K | 3.0K | -3.2K |
| ALLIANCEBERNSTEIN L.P. | Increased | 21.4K | 24.4K | +3.0K |
| Virtus Investment Advisers, LLC | Increased | 15.2K | 17.9K | +2.7K |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | 116.3K | 113.8K | -2.5K |
| MCF Advisors LLC | New | 0 | 1.7K | +1.7K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 114.3K | 115.9K | +1.6K |
| ROYAL BANK OF CANADA | Increased | 11 | 1.6K | +1.5K |
| MAI Capital Management | Sold Out | 1.5K | 0 | -1.5K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Increased | 21.6K | 23.1K | +1.5K |
| MERCER GLOBAL ADVISORS INC /ADV | Increased | 13.4K | 14.7K | +1.4K |
| Arax Advisory Partners | Increased | 112 | 1.3K | +1.2K |
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.