REFI

Chicago Atlantic Real Estate Finance

46 hedge funds and large institutions have $39.9M invested in Chicago Atlantic Real Estate Finance in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
16
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.26M +$4.47M +309,918 +93%
EMG
2
ETF Managers Group
New Jersey
$6.61M +$4.63M +321,586 +235%
BlackRock
3
BlackRock
New York
$4.78M -$342K -23,740 -7%
HighTower Advisors
4
HighTower Advisors
Illinois
$4.52M +$98.5K +6,840 +2%
EL
5
EMFO LLC
Florida
$4.12M +$1.9M +131,775 +86%
EW
6
Evoke Wealth
California
$1.78M +$1.78M +119,570 New
State Street
7
State Street
Massachusetts
$1.24M +$128K +8,582 +12%
PCM
8
Perritt Capital Management
Illinois
$1.17M +$144K +10,000 +14%
Northern Trust
9
Northern Trust
Illinois
$637K -$164K -11,407 -21%
VIA
10
Vident Investment Advisory
Georgia
$595K +$26.5K +1,842 +5%
Deutsche Bank
11
Deutsche Bank
Germany
$456K -$9.35K -649 -2%
KPW
12
Kore Private Wealth
New York
$437K +$437K +30,356 New
PWM
13
PBMares Wealth Management
Virginia
$434K +$216K +14,972 +99%
EHC
14
Everett Harris & Co
California
$353K +$50.4K +3,500 +17%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$352K +$8.11K +563 +2%
William Blair & Company
16
William Blair & Company
Illinois
$326K +$326K +22,621 New
HWM
17
HB Wealth Management
Georgia
$288K +$288K +20,000 New
Mariner
18
Mariner
Kansas
$272K +$272K +18,848 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$267K +$10.6K +739 +4%
Morgan Stanley
20
Morgan Stanley
New York
$248K +$24.7K +1,721 +11%
SMA
21
Sage Mountain Advisors
Georgia
$247K +$6.94K +481 +3%
Charles Schwab
22
Charles Schwab
California
$214K -$46.1K -3,197 -18%
WHG
23
Westwood Holdings Group
Texas
$212K +$212K +14,684 New
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184K
TA
25
Tiedemann Advisors
New York
$176K +$176K +11,811 New