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Chicago Atlantic Real Estate Finance, Inc. (REFI) Institutional Ownership & Insider Trading

101 institutions reported holding Chicago Atlantic Real Estate Finance, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 18 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

REFIChicago Atlantic Real Estate Finance, Inc.Follow REFI — free
REIT - Mortgage · Real Estate
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Price chart with a free account
Market cap
240.1M
P/E TTM
6.8
Dividend yield
20.1%
52-week
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Next earnings
10 Nov, in 17 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

101 institutions held 27.0% of the shares. Across filers that reported both quarters, shares held changed +9.3%.

Increased+44New+12Decreased-21Closed-11

Largest moves, shares (millions)

BlackRock+0.3MSegall Bryant & Hamill+0.2MArrowstreet Capital,…+0.1MVan Eck Associates-0.2MSage Mountain Advisors-0.1MMillennium Management-0.0M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
+0.8Sep 24+1.0Dec 24-0.6Mar 25-0.2Jun 25+0.4Sep 25-0.3Dec 25-0.4Mar 26+0.6Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 261017+9.3%44122111
Mar 261006-7.0%28142717
Dec 251007-4.2%32132916
Sep 25957+5.6%32162113
Jun 25946-3.5%32113020
Mar 251077-8.5%31163110
Dec 241017+15.3%38172111
Sep 24976+19.0%3615197

Chicago Atlantic Real Estate Finance, Inc. — questions

Who owns Chicago Atlantic Real Estate Finance, Inc. stock?
101 institutions reported Chicago Atlantic Real Estate Finance, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (6.7%), Fielder Capital Group LLC (3.8%), VANGUARD CAPITAL MANAGEMENT LLC (3.1%).
Are Chicago Atlantic Real Estate Finance, Inc. insiders buying or selling?
18 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Chicago Atlantic Real Estate Finance, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.