REFI

Chicago Atlantic Real Estate Finance

94 hedge funds and large institutions have $88.2M invested in Chicago Atlantic Real Estate Finance in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-14
Holders Change %
-12.96%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
35
Reduced
32
Closed
23
Calls
$11K
Puts
$209K
Net Calls
-$198K
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$20M -$1.15M -82,415 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.9M +$242K +17,345 +2%
FCG
3
Fielder Capital Group
Tennessee
$10.8M +$278K +19,883 +3%
State Street
4
State Street
Massachusetts
$7.32M +$333K +23,119 +5%
Corient Private Wealth
5
Corient Private Wealth
Florida
$3.29M -$64.9K -4,648 -2%
ICM
6
Intrepid Capital Management
Florida
$3M -$12.4K -885 -0.4%
VanEck Associates
7
VanEck Associates
New York
$2.64M +$2.64M +189,386 New
SMA
8
Sage Mountain Advisors
Georgia
$2.29M +$117K +8,400 +5%
Millennium Management
9
Millennium Management
New York
$2.2M +$2.2M +157,946 New
Northern Trust
10
Northern Trust
Illinois
$1.93M -$63.1K -4,517 -3%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.37M +$209K +15,000 +18%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.35M -$239K -17,148 -15%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.19M +$42.6K +3,052 +4%
DA
14
Doliver Advisors
Texas
$1.13M +$480K +34,400 +74%
PCM
15
Penserra Capital Management
California
$987K +$15.1K +1,079 +2%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$945K -$1.18M -84,600 -56%
Charles Schwab
17
Charles Schwab
California
$787K +$69.9K +5,010 +10%
AI
18
AdvisorShares Investments
Maryland
$726K -$346K -24,800 -32%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$671K +$20.4K +1,464 +3%
Morgan Stanley
20
Morgan Stanley
New York
$671K -$190K -13,611 -22%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$666K +$28.1K +2,015 +4%
Two Sigma Investments
22
Two Sigma Investments
New York
$553K -$1.43M -102,581 -72%
MFG
23
Magnus Financial Group
New York
$485K -$9.52K -682 -2%
TI
24
Tidal Investments
Wisconsin
$457K +$29K +2,078 +7%
GIA
25
Gladstone Institutional Advisory
Florida
$453K