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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$126K +$135K +11,105 New
HWM
52
HB Wealth Management
Georgia
$115K +$124K +10,169 New
ECM
53
ExodusPoint Capital Management
New York
$115K +$124K +10,150 New
VCM
54
Vivaldi Capital Management
Illinois
$114K
MIM
55
MetLife Investment Management
New Jersey
$113K
ECSS
56
Eurizon Capital SGR SpA
$100K
Mirae Asset Global ETFs Holdings
57
Mirae Asset Global ETFs Holdings
Hong Kong
$97.8K +$2.49K +204 +2%
JP Morgan Chase
58
JP Morgan Chase
New York
$86.2K -$545K -44,692 -86%
Wells Fargo
59
Wells Fargo
California
$77.6K -$164K -13,493 -66%
VGA
60
Vanguard Global Advisers
Pennsylvania
$72.9K +$78.5K +6,440 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$70K +$56.1K +4,599 +290%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$69.9K +$41.5K +3,403 +135%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$68.3K
PFSRSONJ
64
Police & Firemen's Retirement System of New Jersey
New Jersey
$49.2K
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$44.1K -$2.8K -230 -6%
Barclays
66
Barclays
United Kingdom
$38.1K -$306K -25,116 -88%
SO
67
STRS Ohio
Ohio
$36.2K
GWM
68
Geneos Wealth Management
Colorado
$26.4K
Russell Investments Group
69
Russell Investments Group
United Kingdom
$26K +$768 +63 +3%
Legal & General Group
70
Legal & General Group
United Kingdom
$18.5K
MCM
71
MAI Capital Management
Ohio
$17.1K -$49 -4 -0.3%
AIP
72
Ameritas Investment Partners
Nebraska
$15.3K
Citigroup
73
Citigroup
New York
$14.9K -$118K -9,682 -88%
TRCT
74
Tower Research Capital (TRC)
New York
$13K -$10.9K -891 -44%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$11.1K -$1.63K -134 -12%

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.