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 %
BlackRock
1
BlackRock
New York
$22.2M +$1.06M +72,382 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.3M -$6.91K -470 -0.1%
FCG
3
Fielder Capital Group
Tennessee
$11M +$1.14M +77,334 +11%
State Street
4
State Street
Massachusetts
$7.34M -$659K -43,486 -8%
Corient Private Wealth
5
Corient Private Wealth
Florida
$3.53M +$2.03K +138 +0.1%
ICM
6
Intrepid Capital Management
Florida
$3.17M -$7.28M -495,415 -70%
SMA
7
Sage Mountain Advisors
Georgia
$2.28M +$477K +32,476 +26%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$2.24M -$247K -16,800 -10%
Northern Trust
9
Northern Trust
Illinois
$2.1M -$106K -7,187 -5%
Two Sigma Investments
10
Two Sigma Investments
New York
$2.09M +$198K +13,461 +10%
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.68M +$786K +53,498 +88%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$1.65M -$118K -8,003 -7%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.22M -$65.9K -4,486 -5%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.2M +$49.4K +3,363 +4%
AI
15
AdvisorShares Investments
Maryland
$1.14M – – –
Deutsche Bank
16
Deutsche Bank
Germany
$1.11M +$968K +65,882 +689%
PCM
17
Penserra Capital Management
California
$1.02M -$250K -17,017 -20%
Morgan Stanley
18
Morgan Stanley
New York
$907K -$91.3K -6,211 -9%
Charles Schwab
19
Charles Schwab
California
$756K +$926 +63 +0.1%
PCM
20
Perritt Capital Management
Illinois
$755K -$40.1K -2,730 -5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$685K +$28.6K +1,947 +4%
DA
22
Doliver Advisors
Texas
$679K +$276K +18,750 +68%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$672K +$9.25K +629 +1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$641K +$469K +31,884 +272%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$568K +$16.4K +1,116 +3%
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