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REFI

Chicago Atlantic Real Estate Finance

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.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

1% less funds holding

Funds holding: 101100 (-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

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
29
Reduced
32
Closed
19
Calls
$62K
Puts
$460K
Net Calls
-$398K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
26
Tidal Investments
Wisconsin
$437K +$471K +38,628 New
MFG
27
Magnus Financial Group
New York
$371K +$1.29K +106 +0.3%
N
28
Nuveen
North Carolina
$349K +$99.3K +8,144 +36%
Invesco
29
Invesco
Georgia
$341K -$9.08K -745 -2%
GLA
30
Great Lakes Advisors
Illinois
$310K +$334K +27,384 New
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$283K +$19.6K +1,610 +7%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$273K +$29.5K +2,424 +11%
UAG
33
United Advisor Group
Ohio
$271K
AllianceBernstein
34
AllianceBernstein
Tennessee
$262K
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245K -$6.72K -551 -2%
EF
36
Empowered Funds
Pennsylvania
$226K +$244K +19,998 New
AQR Capital Management
37
AQR Capital Management
Connecticut
$212K -$76.8K -6,304 -25%
Bank of America
38
Bank of America
North Carolina
$209K +$60.6K +4,972 +37%
EHC
39
Everett Harris & Co
California
$208K -$1.22K -100 -0.5%
AG
40
AlTi Global
New York
$204K +$7.31K +600 +4%
Simplex Trading
41
Simplex Trading
Illinois
$193K +$207K +17,024 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$191K +$13.6K +1,112 +7%
VIA
43
Virtus Investment Advisers
Connecticut
$172K +$31.7K +2,600 +21%
UBS Group
44
UBS Group
Switzerland
$165K +$112K +9,185 +170%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$151K -$18.8K -1,541 -10%
OL
46
Odyssean LLC
Connecticut
$147K +$12K +988 +8%
Deutsche Bank
47
Deutsche Bank
Germany
$147K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$142K -$90K -7,382 -37%
MML Investors Services
49
MML Investors Services
Massachusetts
$135K +$146K +11,954 New
Goldman Sachs
50
Goldman Sachs
New York
$128K +$138K +11,341 New

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.