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 %
PFSRSONJ
76
Police & Firemen's Retirement System of New Jersey
New Jersey
$63.9K – – –
LC
77
Lindbrook Capital
California
$48.6K -$37.3K -2,540 -43%
SO
78
STRS Ohio
Ohio
$47K – – –
LFG
79
Larson Financial Group
Missouri
$42.9K +$31.3K +2,129 +269%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$40.4K -$8.41K -572 -17%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$26.8K +$4.26K +290 +19%
MCM
82
MAI Capital Management
Ohio
$22.1K – – –
AIP
83
Ameritas Investment Partners
Nebraska
$19.9K – – –
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$19K – – –
Group One Trading
85
Group One Trading
Illinois
$14.7K +$14.7K +1,000 New
PA
86
Parallel Advisors
California
$12.3K – – –
TRCT
87
Tower Research Capital (TRC)
New York
$9.1K -$30.1K -2,048 -77%
GI
88
GAMMA Investing
California
$9.06K +$4.63K +315 +105%
Citadel Advisors
89
Citadel Advisors
Florida
$8.78K -$86.8K -5,905 -91%
AB
90
Amalgamated Bank
New York
$8K – – –
FFA
91
Farther Finance Advisors
California
$7.84K +$606 +41 +8%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.35K – – –
WIM
93
Westside Investment Management
California
$7.35K – – –
CAL
94
Capital Advisors Ltd
Ohio
$7K -$1.24K -81 -15%
SCM
95
Sterling Capital Management
North Carolina
$4.41K -$3.57K -243 -45%
A
96
AlphaQuest
New York
$4.41K +$4.41K +300 New
FFO
97
Fortitude Family Office
Arizona
$3.66K – – –
HNB
98
Huntington National Bank
Ohio
$3.38K – – –
EWA
99
EverSource Wealth Advisors
Alabama
$3.15K +$2.85K +194 +970%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$3K +$495 +35 +20%
1 2 3
4
5