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
AAP
76
Arax Advisory Partners
Colorado
$16.8K
SCM
77
Sterling Capital Management
North Carolina
$16K
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$13.8K
SS
79
Sunbelt Securities
Texas
$11.2K
TCM
80
Triumph Capital Management
Colorado
$9.59K
AB
81
Amalgamated Bank
New York
$7K
WIM
82
Westside Investment Management
California
$6.39K
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.39K
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$5.19K
AUB
85
Atlantic Union Bankshares
Virginia
$4.5K
A
86
AlphaQuest
New York
$3.85K
HCA
87
Harbor Capital Advisors
Illinois
$3K
LFG
88
Larson Financial Group
Missouri
$2.9K
GI
89
GAMMA Investing
California
$1.75K
VCM
90
Versant Capital Management
Arizona
$1.65K
C
91
Covestor
United Kingdom
$1K
SAM
92
Smartleaf Asset Management
Massachusetts
$929
TWD
93
True Wealth Design
Ohio
$205
RIL
94
Rothschild Investment LLC
Illinois
$26
CA
95
Clearstead Advisors
Ohio
$13
Two Sigma Advisers
96
Two Sigma Advisers
New York
AI
97
Atom Investors
Texas
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
AWM
99
Ariadne Wealth Management
California
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin