Chicago Atlantic Real Estate Finance
REFI
41 hedge funds and large institutions have $36.4M invested in Chicago Atlantic Real Estate Finance in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 10 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
2.32% more ownership
Funds ownership: 11.31% → 13.63% (+2.3%)
4% more capital invested
Capital invested by funds: $35M → $36.4M (+$1.34M)
0% more funds holding
Funds holding: 41 → 41 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$2.68M |
| 2 |
EL
EMFO LLC
Weston,
Florida
|
+$2.59M |
| 3 |
EMG
ETF Managers Group
Summit,
New Jersey
|
+$2.31M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.82M |
| 5 |
BlackRock
New York
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$5.03M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$1.94M |
| 3 |
Renaissance Technologies
New York
|
-$305K |
| 4 |
Morgan Stanley
New York
|
-$280K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$239K |
REFI Hedge Fund Activity: Q2 2022 in Review
41 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Chicago Atlantic Real Estate Finance (REFI) for Q2 2022, worth a combined $36.4M — up 3.8% from $35M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new REFI positions and 10 closed out — a net gain of 1 holder — while 20 added to existing stakes and 6 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $2.68M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $5.03M sold.
- 41 institutional investors held Chicago Atlantic Real Estate Finance (REFI) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $36.4M of Chicago Atlantic Real Estate Finance stock for Q2 2022, up 3.8% quarter-over-quarter.
- 11 funds opened new Chicago Atlantic Real Estate Finance positions in Q2 2022 and 10 closed out, a net change of +1 holder.
- The largest Chicago Atlantic Real Estate Finance buyer in Q2 2022 was HighTower Advisors, an estimated $2.68M added.
- The largest Chicago Atlantic Real Estate Finance seller in Q2 2022 was Philadelphia Financial Management of San Francisco, an estimated $5.03M sold.
Based on aggregated 13F filings for Q2 2022.