REFI

Chicago Atlantic Real Estate Finance
REFI

Overview Fund Activity

108 hedge funds and large institutions have $96.8M invested in Chicago Atlantic Real Estate Finance in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
32
Reduced
36
Closed
12
Calls
$291K
Puts
$99K
Net Calls
+$192K
Net Calls Change
-$159K

Top Buyers

1
FCG
Fielder Capital Group
Tennessee
+$1.14M
2
BlackRock
BlackRock
New York
+$1.06M
3
Deutsche Bank
Deutsche Bank
Germany
+$968K
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$786K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$514K

Top Sellers

1
ICM
Intrepid Capital Management
Florida
-$7.28M
2
TI
Tidal Investments
Wisconsin
-$6.75M
3
Millennium Management
Millennium Management
New York
-$755K
4
State Street
State Street
Massachusetts
-$659K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$450K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$200K -$15.7K -1,072 -7%
AllianceBernstein
52
AllianceBernstein
Tennessee
$194K -$25.4K -1,730 -12%
Jane Street
53
Jane Street
New York
$186K +$186K +12,621 New
Invesco
54
Invesco
Georgia
$185K +$185K +12,618 New
AG
55
Ascent Group
Virginia
$185K +$185K +12,587 New
SW
56
SlateStone Wealth
Florida
$183K – – –
HWM
57
HB Wealth Management
Georgia
$183K – – –
Franklin Resources
58
Franklin Resources
California
$180K +$180K +12,236 New
IIM
59
INTECH Investment Management
Florida
$176K +$176K +11,963 New
UBS Group
60
UBS Group
Switzerland
$172K -$32.3K -2,194 -16%
DBIA
61
Dumont & Blake Investment Advisors
New Jersey
$165K – – –
BCI
62
Brinker Capital Investments
Pennsylvania
$159K -$211K -14,325 -57%
OPS
63
Orion Portfolio Solutions
Nebraska
$159K -$211K -14,325 -57%
Osaic Holdings
64
Osaic Holdings
Arizona
$154K +$64.6K +4,393 +72%
Wells Fargo
65
Wells Fargo
California
$153K +$3.41K +232 +2%
Mirae Asset Global ETFs Holdings
66
Mirae Asset Global ETFs Holdings
Hong Kong
$150K +$6.88K +468 +5%
MIM
67
MetLife Investment Management
New Jersey
$146K – – –
CF
68
Corebridge Financial
Texas
$125K -$1.85K -126 -1%
QT
69
Quantbot Technologies
New York
$109K +$70.5K +4,797 +182%
SG Americas Securities
70
SG Americas Securities
New York
$108K -$5.73K -390 -5%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$89K – – –
CCM
72
Coldstream Capital Management
Washington
$73.3K +$73.3K +4,986 New
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$72.7K -$9.31K -633 -11%
GWM
74
Geneos Wealth Management
Colorado
$68.5K +$39.1K +2,660 +133%
Legal & General Group
75
Legal & General Group
United Kingdom
$64.4K – – –
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