REFI

Chicago Atlantic Real Estate Finance
REFI

Overview Fund Activity

93 hedge funds and large institutions have $87.9M invested in Chicago Atlantic Real Estate Finance in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
93
Holders Change
-15
Holders Change %
-13.89%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
35
Reduced
31
Closed
23
Calls
$11K
Puts
$1K
Net Calls
+$10K
Net Calls Change
-$182K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$2.64M
2
Millennium Management
2
Millennium Management
New York
$2.2M
3
DA
3
Doliver Advisors
Texas
$1.13M
4
State Street
4
State Street
Massachusetts
$7.32M
5
FCG
5
Fielder Capital Group
Tennessee
$10.8M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
Two Sigma Investments
2
Two Sigma Investments
New York
$553K
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$945K
4
BlackRock
4
BlackRock
New York
$20M
5
Deutsche Bank
5
Deutsche Bank
Germany
$133K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$20M 1,430,115 -82,415 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.9M 921,770 +17,345 +2%
FCG
3
Fielder Capital Group
Tennessee
$10.8M 771,503 +19,883 +3%
State Street
4
State Street
Massachusetts
$7.32M 507,907 +23,119 +5%
Corient Private Wealth
5
Corient Private Wealth
Florida
$3.29M 235,403 -4,648 -2%
ICM
6
Intrepid Capital Management
Florida
$3M 214,827 -885 -0.4%
VanEck Associates
7
VanEck Associates
New York
$2.64M 189,386 +189,386 New
SMA
8
Sage Mountain Advisors
Georgia
$2.29M 163,808 +8,400 +5%
Millennium Management
9
Millennium Management
New York
$2.2M 157,946 +157,946 New
Northern Trust
10
Northern Trust
Illinois
$1.93M 138,100 -4,517 -3%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.37M 98,200 +15,000 +18%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.35M 97,050 -17,148 -15%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.19M 84,981 +3,052 +4%
DA
14
Doliver Advisors
Texas
$1.13M 80,588 +34,400 +74%
PCM
15
Penserra Capital Management
California
$987K 70,742 +1,079 +2%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$945K 67,700 -84,600 -56%
Charles Schwab
17
Charles Schwab
California
$787K 56,405 +5,010 +10%
AI
18
AdvisorShares Investments
Maryland
$726K 52,011 -24,800 -32%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$671K 48,070 +1,464 +3%
Morgan Stanley
20
Morgan Stanley
New York
$671K 48,063 -13,611 -22%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$666K 47,734 +2,015 +4%
Two Sigma Investments
22
Two Sigma Investments
New York
$553K 39,618 -102,581 -72%
MFG
23
Magnus Financial Group
New York
$485K 34,744 -682 -2%
TI
24
Tidal Investments
Wisconsin
$457K 32,737 +2,078 +7%
GIA
25
Gladstone Institutional Advisory
Florida
$453K 32,435 – –
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