REFI

Chicago Atlantic Real Estate Finance

94 hedge funds and large institutions have $88.2M invested in Chicago Atlantic Real Estate Finance in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

13% less funds holding

Funds holding: 10894 (-14)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

95% less call options, than puts

Call options by funds: $11K | Put options by funds: $209K

Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11K
Puts
$209K
Net Calls
Net Calls Change

Top Sellers

1 -$1.65M
2 -$1.43M
3 -$1.18M
4
BlackRock
BlackRock
New York
-$1.15M
5
Deutsche Bank
Deutsche Bank
Germany
-$920K
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
51
Dumont & Blake Investment Advisors
New Jersey
$157K
Wells Fargo
52
Wells Fargo
California
$155K
QCM
53
Quantinno Capital Management
New York
$147K
AG
54
Ascent Group
Virginia
$141K
MIM
55
MetLife Investment Management
New Jersey
$139K
Deutsche Bank
56
Deutsche Bank
Germany
$133K
Mirae Asset Global ETFs Holdings
57
Mirae Asset Global ETFs Holdings
Hong Kong
$133K
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$113K
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$107K
Bank of America
60
Bank of America
North Carolina
$98.4K
EWA
61
EverSource Wealth Advisors
Alabama
$93.8K
Osaic Holdings
62
Osaic Holdings
Arizona
$86K
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$84.3K
PFSRSONJ
64
Police & Firemen's Retirement System of New Jersey
New Jersey
$60.7K
SOW
65
State of Wyoming
Wyoming
$55.2K
LFG
66
Larson Financial Group
Missouri
$50.3K
Russell Investments Group
67
Russell Investments Group
United Kingdom
$49.6K
T
68
Transce3nd
Texas
$46.5K
SO
69
STRS Ohio
Ohio
$44.7K
GWM
70
Geneos Wealth Management
Colorado
$32.5K
TRCT
71
Tower Research Capital (TRC)
New York
$27.6K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$25.3K
Legal & General Group
73
Legal & General Group
United Kingdom
$22.9K
MCM
74
MAI Capital Management
Ohio
$20.9K
AIP
75
Ameritas Investment Partners
Nebraska
$18.9K