Chicago Atlantic Real Estate Finance Ownership | Who Owns Chicago Atlantic Real Estate Finance?
Chicago Atlantic Real Estate Finance Ownership Summary
Chicago Atlantic Real Estate Finance is owned by 32.91% institutional investors, 11.51% insiders, and 55.58% retail investors. Blackrock is the largest institutional shareholder, holding 7.72% of REFI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.71% of its assets in Chicago Atlantic Real Estate Finance shares.
REFI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Chicago Atlantic Real Estate Finance | 32.91% | 11.51% | 55.58% |
| Sector | Real Estate Stocks | 73.63% | 9.57% | 16.80% |
| Industry | Mortgage REIT Stocks | 53.22% | 6.74% | 40.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.41M | 7.72% | $21.68M |
| Blackrock funding, inc. /de | 1.43M | 6.79% | $16.14M |
| Fielder capital group | 959.80K | 4.57% | $10.86M |
| Vanguard group | 942.42K | 4.47% | $11.55M |
| State street | 510.53K | 2.43% | $6.01M |
| Emfo | 285.03K | 1.56% | $4.38M |
| Ci private wealth | 156.22K | 0.74% | $1.77M |
| Clayton partners | 150.34K | 0.72% | $1.70M |
| Northern trust | 141.47K | 0.67% | $1.60M |
| Connor, clark & lunn investment management | 116.27K | 0.55% | $1.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Emfo | 285.03K | 3.92% | $4.38M |
| Fielder capital group | 959.80K | 2.37% | $10.86M |
| Clayton partners | 150.34K | 1.24% | $1.70M |
| Intrepid capital management | 73.92K | 0.32% | $836.80K |
| Doliver advisors, lp | 111.81K | 0.29% | $1.27M |
| Perritt capital management | 26.50K | 0.16% | $338.92K |
| Ariadne wealth management, lp | 13.74K | 0.09% | $197.21K |
| Sage mountain advisors | 98.73K | 0.08% | $1.12M |
| Pbmares wealth management | 30.16K | 0.06% | $385.75K |
| Virtus investment advisers | 15.19K | 0.05% | $171.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fielder capital group | 959.80K | 2.37% | 127.63K |
| Vanguard fiduciary trust | 114.30K | 0.00% | 114.30K |
| Blackrock | 1.41M | 0.00% | 87.13K |
| Toroso investments | 38.63K | 0.00% | 38.63K |
| Quantinno capital management lp | 75.57K | 0.00% | 27.76K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Van eck associates | - | - | -236.16K |
| Hudson bay capital management lp | - | - | -124.52K |
| Allspring global investments | - | - | -112.57K |
| Hightower advisors | - | - | -97.26K |
| Citadel advisors | - | - | -80.46K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 114.30K | 0.00% | 114.30K | $1.29M |
| Empowered funds | 20.00K | 0.00% | 20.00K | $226.38K |
| Goldman sachs group | 11.34K | - | 11.34K | $128.38K |
| Vanguard global advisers | 6.44K | - | 6.44K | $72.90K |
| Zions bancorporation, national association /ut/ | 60.00 | - | 60.00 | $679.00 |
Sold Out
| Holder | Change |
|---|---|
| Clearstead advisors | -1.00 |
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Farther finance advisors | -4.00 |
| Northwestern mutual wealth management | -6.00 |
| Newedge advisors | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 103 | 1.98% | 6,990,023 | 10.47% | 32 | 3.65% | 65 | 32.65% | 22 | -31.25% |
| Mar 31, 2026 | 57 | -43.56% | 4,192,384 | -36.04% | 19 | 2.06% | 29 | -48.21% | 14 | -54.84% |
| Dec 31, 2025 | 70 | -28.57% | 5,212,088 | -21.27% | 24 | 2.49% | 36 | -32.08% | 23 | -8.00% |
| Sep 30, 2025 | 93 | - | 6,592,103 | 6.03% | 31 | 3.58% | 51 | 15.91% | 22 | -26.67% |
| Jun 30, 2025 | 94 | -13.76% | 6,294,296 | -4.15% | 29 | 3.02% | 46 | -8.00% | 30 | -14.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 570.76K | 2.71% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 570.76K | 2.68% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 570.76K | 2.25% | - |
| iShares Russell 2000 ETF | 536.39K | 2.11% | -9.50K |
| ETFMG Alternative Harvest ETF | 386.06K | 1.97% | - |
| VanEck Mortgage REIT Income ETF | 239.38K | 1.13% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 204.19K | 0.96% | 5.18K |
| iShares Mortgage Real Estate Capped ETF | 231.95K | 0.91% | 6.40K |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 193.54K | 0.91% | - |
| iShares Russell 2000 Value ETF | 197.74K | 0.78% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 26, 2026 | Mazarakis John | Executive Chairman | Buy | $428.59K |
| Aug 27, 2026 | Mazarakis John | Executive Chairman | Buy | $80.35K |
| Aug 21, 2026 | Mazarakis John | Executive Chairman | Buy | $1.55K |
| Aug 19, 2026 | Sack Peter | Co-Chief Executive Officer | Buy | $15.79K |
| Aug 19, 2026 | Sack Peter | Co-Chief Executive Officer | Buy | $20.78K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 8 | - |
| 2026 Q2 | - | - |
| 2025 Q4 | 9 | - |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
REFI Ownership FAQ
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