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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
SS
76
Sunbelt Securities
Texas
$9.95K
GI
77
GAMMA Investing
California
$9.67K +$8.46K +694 +434%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$8.35K -$5.2K -427 -37%
SSG
79
Summit Securities Group
New York
$7.17K +$7.71K +633 New
SCM
80
Sterling Capital Management
North Carolina
$6.8K -$5.42K -445 -43%
CTC
81
Central Trust Company
Missouri
$6.79K +$7.31K +600 New
VCM
82
Versant Capital Management
Arizona
$5.9K +$585 +48 +10%
WIM
83
Westside Investment Management
California
$5.66K
HCA
84
Harbor Capital Advisors
Illinois
$4K +$1.51K +124 +59%
AUB
85
Atlantic Union Bankshares
Virginia
$3.98K
NSIM
86
North Star Investment Management
Illinois
$3.87K
TCM
87
Triumph Capital Management
Colorado
$2.95K
JWM
88
JPL Wealth Management
Colorado
$2.17K +$2.34K +192 New
AAP
89
Arax Advisory Partners
Colorado
$1.27K +$1.36K +112 New
C
90
Covestor
United Kingdom
$1K -$548 -45 -41%
ZBNA
91
Zions Bancorporation, National Association
Utah
$679 +$731 +60 New
EP
92
Essential Partners
California
$645 +$402 +33 +138%
AFC
93
Ares Financial Consulting
California
$484
BFS
94
Bare Financial Services
Pennsylvania
$464 +$500 +41 New
AF
95
Allworth Financial
California
$438 +$61 +5 +15%
EWA
96
EverSource Wealth Advisors
Alabama
$305 -$158 -13 -33%
IA
97
IFP Advisors
Florida
$45 -$2.15K -176 -98%
RIL
98
Rothschild Investment LLC
Illinois
$23 -$98 -8 -80%
TWD
99
True Wealth Design
Ohio
$23 +$12 +1 +100%
HighTower Advisors
100
HighTower Advisors
Illinois
-$1.19M -97,258 Closed

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.