REFI

Chicago Atlantic Real Estate Finance

95 hedge funds and large institutions have $84.9M invested in Chicago Atlantic Real Estate Finance in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $88.3M → $84.9M (-$3.33M)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $663K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1K
Puts
$663K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$146K
DBIA
52
Dumont & Blake Investment Advisors
New Jersey
$143K
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$136K
MIM
54
MetLife Investment Management
New Jersey
$127K
Deutsche Bank
55
Deutsche Bank
Germany
$122K
SOW
56
State of Wyoming
Wyoming
$110K
Mirae Asset Global ETFs Holdings
57
Mirae Asset Global ETFs Holdings
Hong Kong
$104K
Bank of America
58
Bank of America
North Carolina
$87.5K
Russell Investments Group
59
Russell Investments Group
United Kingdom
$83.7K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$80.2K
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$77.2K
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$62K
EWA
63
EverSource Wealth Advisors
Alabama
$58K
PFSRSONJ
64
Police & Firemen's Retirement System of New Jersey
New Jersey
$55.6K
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$45.8K
SO
66
STRS Ohio
Ohio
$40.9K
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$39K
Acadian Asset Management
68
Acadian Asset Management
Massachusetts
$38K
GWM
69
Geneos Wealth Management
Colorado
$29.8K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$28K
Simplex Trading
71
Simplex Trading
Illinois
$21K
Legal & General Group
72
Legal & General Group
United Kingdom
$20.9K
MCM
73
MAI Capital Management
Ohio
$19.2K
TRCT
74
Tower Research Capital (TRC)
New York
$17.9K
AIP
75
Ameritas Investment Partners
Nebraska
$17.3K