Chicago Atlantic Real Estate Finance
REFI
100 hedge funds and large institutions have $71.9M invested in Chicago Atlantic Real Estate Finance in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 19 closing their positions.
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
1% less funds holding
Funds holding: 101 → 100 (-1)
9% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 32
2.05% less ownership
Funds ownership: 32.07% → 30.02% (-2%)
13% less capital invested
Capital invested by funds: $83.1M → $71.9M (-$11.2M)
87% less call options, than puts
Call options by funds: $62K | Put options by funds: $460K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$2.88M |
| 2 |
FCG
Fielder Capital Group
Nashville,
Tennessee
|
+$1.56M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$471K |
| 4 |
QCM
Quantinno Capital Management
New York
|
+$338K |
| 5 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$334K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$3.04M |
| 2 |
Millennium Management
New York
|
-$1.34M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.19M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$981K |
| 5 |
Jane Street
New York
|
-$747K |
REFI Hedge Fund Activity: Q1 2026 in Review
100 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Chicago Atlantic Real Estate Finance (REFI) for Q1 2026, worth a combined $71.9M — down 13% from $83.1M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new REFI positions and 19 closed out — a net gain of 1 holder — while 29 added to existing stakes and 32 trimmed.
The largest buyer was VanEck Associates, opening a new position worth an estimated $2.88M. The largest seller was Corient Private Wealth, cutting an estimated $3.04M.
- 100 institutional investors held Chicago Atlantic Real Estate Finance (REFI) as of Q1 2026, down from 101 in Q4 2025.
- Funds reported $71.9M of Chicago Atlantic Real Estate Finance stock for Q1 2026, down 13% quarter-over-quarter.
- 20 funds opened new Chicago Atlantic Real Estate Finance positions in Q1 2026 and 19 closed out, a net change of +1 holder.
- The largest Chicago Atlantic Real Estate Finance buyer in Q1 2026 was VanEck Associates, an estimated $2.88M added.
- The largest Chicago Atlantic Real Estate Finance seller in Q1 2026 was Corient Private Wealth, an estimated $3.04M sold.
Based on aggregated 13F filings for Q1 2026.