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Chicago Atlantic Real Estate Finance Ownership | Who Owns Chicago Atlantic Real Estate Finance?

OverviewForecastRevenueFinancialsChartTranscripts

Chicago Atlantic Real Estate Finance Ownership Summary

Chicago Atlantic Real Estate Finance is owned by 31.39% institutional investors, 14.38% insiders, and 54.24% 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 2.37% of its assets in Chicago Atlantic Real Estate Finance shares.

REFI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockChicago Atlantic Real Estate Finance31.39%14.38%54.24%
SectorReal Estate Stocks 49.33%9.10%41.57%
IndustryMortgage REIT Stocks32.29%4.95%62.75%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.41M7.72%$21.68M
Blackrock funding, inc. /de1.42M6.75%$18.12M
Vanguard group941.00K4.48%$12.04M
Fielder capital group809.42K3.85%$10.35M
State street532.53K2.54%$7.06M
Emfo285.03K1.56%$4.38M
Ci private wealth222.13K1.06%$2.84M
Intrepid capital management214.83K1.02%$2.75M
Van eck associates198.81K0.95%$2.54M
Sage mountain advisors163.81K0.78%$2.10M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Emfo285.03K3.92%$4.38M
Fielder capital group809.42K2.36%$10.35M
Clayton partners137.96K1.34%$1.76M
Intrepid capital management214.83K1.08%$2.75M
Doliver advisors, lp103.76K0.34%$1.33M
Perritt capital management26.50K0.16%$338.92K
Sage mountain advisors163.81K0.12%$2.10M
Ariadne wealth management, lp13.74K0.09%$197.21K
Pbmares wealth management30.16K0.06%$385.75K
Advisorshares investments26.23K0.05%$335.52K

Top Buyers

HolderShares% AssetsChange
Clayton partners137.96K1.34%137.96K
Blackrock1.41M0.00%87.13K
Advisor group83.62K0.00%73.71K
Fielder capital group809.42K2.36%37.92K
Quadrature capital30.59K0.00%30.59K

Top Sellers

HolderShares% AssetsChange
Hudson bay capital management lp---124.52K
Allspring global investments---112.57K
Two sigma advisers, lp---67.70K
Millennium management---48.96K
Arrowstreet capital, limited partnership---34.97K

New Positions

HolderShares% AssetsChangeValue
Clayton partners137.96K1.34%137.96K$1.76M
Quadrature capital30.59K0.00%30.59K$391.59K
United advisor group24.55K0.04%24.55K$314.00K
Susquehanna group, llp11.74K-11.74K$181.05K
Mml investors services11.44K0.00%11.44K$146.29M

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-3.00
Northwestern mutual wealth management-6.00
Newedge advisors-8.00
Assetmark-9.00
Corecap advisors-31.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202593-6,592,1036.03%313.58%5115.91%22-26.67%
Jun 30, 202594-13.76%6,294,296-4.15%293.02%46-8.00%30-14.29%
Mar 31, 20251073.88%6,553,109-9.07%312.33%51-13.56%3441.67%
Dec 31, 202473-25.51%5,318,011-14.62%272.69%38-35.59%17-5.56%
Sep 30, 2024978.99%6,227,96310.29%313.32%5823.40%18-30.77%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv500.18K2.37%-11.03K
iShares Russell 2000 ETF419.52K1.99%-
ETFMG Alternative Harvest ETF386.06K1.97%-
iShares Mortgage Real Estate Capped ETF220.00K1.04%-
VanEck Mortgage REIT Income ETF196.25K0.93%3.27K
Vanguard Institutional Extnd Mkt Idx Tr193.47K0.92%-83.65K
iShares Russell 2000 Value ETF151.04K0.72%-
Intrepid Income Institutional140.91K0.67%-5.04K
State St Russell Sm/Mid Cp® Indx NL Cl C126.94K0.61%447.00
State St Russell Sm/Mid Cp® Indx SL Cl I126.94K0.61%-

Recent Insider Transactions

DateNameRoleActivityValue
Oct 15, 2025Papastavrou Jason D-Buy$126.15K
Oct 15, 2025Papastavrou Jason D-Buy$63.55K
Oct 15, 2025Papastavrou Jason D-Buy$38.04K
Oct 15, 2025Kite David Chief Operating OfficerBuy$31.75K
Oct 14, 2025Kite David Chief Operating OfficerBuy$30.77K

Insider Transactions Trends

DateBuySell
2025 Q49-
2025 Q21-
2025 Q1--
2024 Q411
2024 Q2--

REFI Ownership FAQ

Who Owns Chicago Atlantic Real Estate Finance?

Chicago Atlantic Real Estate Finance shareholders are primarily institutional investors at 31.39%, followed by 14.38% insiders and 54.23% retail investors. The average institutional ownership in Chicago Atlantic Real Estate Finance's industry, Mortgage REIT Stocks, is 32.29%, which Chicago Atlantic Real Estate Finance falls below.

Who owns the most shares of Chicago Atlantic Real Estate Finance?

Chicago Atlantic Real Estate Finance’s largest shareholders are Blackrock (1.41M shares, 7.72%), Blackrock funding, inc. /de (1.42M shares, 6.75%), and Vanguard group (941K shares, 4.48%). Together, they hold 18.95% of Chicago Atlantic Real Estate Finance’s total shares outstanding.

Does Blackrock own Chicago Atlantic Real Estate Finance?

Yes, BlackRock owns 7.72% of Chicago Atlantic Real Estate Finance, totaling 1.41M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 21.68M$. In the last quarter, BlackRock increased its holdings by 87.13K shares, a 6.58% change.

Who is Chicago Atlantic Real Estate Finance’s biggest shareholder by percentage of total assets invested?

Emfo is Chicago Atlantic Real Estate Finance’s biggest shareholder by percentage of total assets invested, with 3.92% of its assets in 285.03K Chicago Atlantic Real Estate Finance shares, valued at 4.38M$.

Who is the top mutual fund holder of Chicago Atlantic Real Estate Finance shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Chicago Atlantic Real Estate Finance shares, with 2.37% of its total shares outstanding invested in 500.18K Chicago Atlantic Real Estate Finance shares.

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