REFI

Chicago Atlantic Real Estate Finance
REFI

Overview Fund Activity

94 hedge funds and large institutions have $88.2M 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, 32 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-14
Holders Change %
-12.96%
% of All Funds
1.26%
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
32
Closed
23
Calls
$11K
Puts
$209K
Net Calls
-$198K
Net Calls Change
-$390K

Top Buyers

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

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
2
Two Sigma Investments
Two Sigma Investments
New York
$553K
3
Two Sigma Advisers
Two Sigma Advisers
New York
$945K
4
BlackRock
BlackRock
New York
$20M
5
Deutsche Bank
Deutsche Bank
Germany
$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
26
Perritt Capital Management
Illinois
$449K -$268K -19,232 -37%
PWM
27
PBMares Wealth Management
Virginia
$430K – – –
Barclays
28
Barclays
United Kingdom
$402K +$158K +11,380 +65%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$378K +$3.16K +226 +0.8%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$370K +$41.8K +2,993 +13%
AI
31
Atom Investors
Texas
$360K +$38.2K +2,734 +12%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$327K -$282K -20,211 -46%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$325K +$14.4K +1,031 +5%
UBS Group
34
UBS Group
Switzerland
$319K +$156K +11,178 +95%
NL
35
Nuveen LLC
North Carolina
$317K -$187K -13,424 -37%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$311K -$229K -16,345 -42%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$299K -$187K -13,431 -39%
Mariner
38
Mariner
Kansas
$288K -$9.23K -661 -3%
Invesco
39
Invesco
Georgia
$284K +$108K +7,758 +61%
MAM
40
Martingale Asset Management
Massachusetts
$282K +$13.7K +981 +5%
AllianceBernstein
41
AllianceBernstein
Tennessee
$278K +$93.5K +6,700 +51%
AQR Capital Management
42
AQR Capital Management
Connecticut
$273K +$273K +19,591 New
EHC
43
Everett Harris & Co
California
$258K -$83.8K -6,000 -24%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$257K +$20.2K +1,446 +9%
AG
45
AlTi Global
New York
$225K +$7.36K +510 +3%
AWM
46
Ariadne Wealth Management
California
$197K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$193K +$3.12K +224 +2%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$183K +$183K +13,100 New
HWM
49
HB Wealth Management
Georgia
$174K +$265 +19 +0.2%
Citigroup
50
Citigroup
New York
$169K -$111K -7,943 -40%
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