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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 19.96% institutional investors, 13.33% insiders, and 66.71% 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 2.40% of its assets in Chicago Atlantic Real Estate Finance shares.

REFI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockChicago Atlantic Real Estate Finance19.96%13.33%66.71%
SectorReal Estate Stocks 48.86%9.88%41.26%
IndustryMortgage REIT Stocks43.45%5.01%51.54%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.41M7.72%$21.68M
Blackrock funding, inc. /de1.43M6.79%$16.14M
Fielder capital group959.80K4.57%$10.86M
Vanguard group942.42K4.47%$11.55M
State street510.53K2.43%$6.01M
Emfo285.03K1.56%$4.38M
Van eck associates236.16K1.12%$2.67M
Ci private wealth156.22K0.74%$1.77M
Clayton partners150.34K0.72%$1.70M
Northern trust141.47K0.67%$1.60M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Emfo285.03K3.92%$4.38M
Fielder capital group959.80K2.37%$10.86M
Clayton partners150.34K1.24%$1.70M
Intrepid capital management73.92K0.32%$836.80K
Doliver advisors, lp111.81K0.29%$1.27M
Perritt capital management26.50K0.16%$338.92K
Ariadne wealth management, lp13.74K0.09%$197.21K
Sage mountain advisors98.73K0.08%$1.12M
Pbmares wealth management30.16K0.06%$385.75K
Virtus investment advisers15.19K0.05%$171.89K

Top Buyers

HolderShares% AssetsChange
Van eck associates236.16K0.00%236.16K
Fielder capital group959.80K2.37%127.63K
Vanguard fiduciary trust114.30K0.00%114.30K
Blackrock1.41M0.00%87.13K
Toroso investments38.63K0.00%38.63K

Top Sellers

HolderShares% AssetsChange
Hudson bay capital management lp---124.52K
Allspring global investments---112.57K
Millennium management49.59K0.00%-109.69K
Hightower advisors---97.26K
Citadel advisors---80.46K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust114.30K0.00%114.30K$1.29M
Great lakes advisors27.38K0.00%27.38K$309.99K
Empowered funds20.00K0.00%20.00K$226.38K
Goldman sachs group11.34K-11.34K$128.38K
Exoduspoint capital management, lp10.15K0.00%10.15K$114.90K

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202657-43.56%4,192,384-36.04%192.06%29-48.21%14-54.84%
Dec 31, 202570-28.57%5,212,088-21.27%242.49%36-32.08%23-8.00%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv509.63K2.40%-
iShares Russell 2000 ETF433.74K2.05%3.67K
ETFMG Alternative Harvest ETF386.06K1.97%-
VanEck Mortgage REIT Income ETF237.07K1.12%-
iShares Mortgage Real Estate Capped ETF213.81K1.01%-3.45K
Vanguard Institutional Extnd Mkt Idx Tr199.74K0.94%-
State St Russell Sm/Mid Cp® Indx SL Cl I193.54K0.91%-
iShares Russell 2000 Value ETF153.56K0.72%826.00
Intrepid Income Institutional140.91K0.67%-
State St Russell Sm/Mid Cp® Indx NL Cl C126.94K0.61%447.00

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 19.96%, followed by 13.33% insiders and 66.71% retail investors. The average institutional ownership in Chicago Atlantic Real Estate Finance's industry, Mortgage REIT Stocks, is 43.45%, 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 (1.43M shares, 6.79%), and Fielder capital group (959.8K shares, 4.57%). Together, they hold 19.08% 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 2.40% of its total shares outstanding invested in 509.63K Chicago Atlantic Real Estate Finance shares.

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