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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 31.42% institutional investors, 14.23% insiders, and 54.35% 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 2.44% of its assets in Chicago Atlantic Real Estate Finance shares.

REFI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockChicago Atlantic Real Estate Finance31.42%14.23%54.35%
SectorReal Estate Stocks 46.98%8.71%44.31%
IndustryMortgage REIT Stocks29.37%4.78%65.85%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.41M7.72%$21.68M
Blackrock funding, inc. /de1.44M7.34%$22.21M
Vanguard group904.89K4.61%$13.95M
Intrepid capital management711.13K3.62%$10.97M
Fielder capital group674.29K3.44%$10.40M
Toroso investments489.93K2.50%$7.55M
State street348.29K1.91%$5.51M
Emfo285.03K1.56%$4.38M
Ci private wealth239.91K1.22%$3.70M
Two sigma advisers, lp169.10K0.86%$2.61M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Intrepid capital management711.13K5.58%$10.97M
Emfo285.03K3.92%$4.38M
Fielder capital group674.29K3.24%$10.40M
Perritt capital management54.11K0.43%$834.43K
Advisorshares investments76.81K0.23%$1.18M
Sage mountain advisors122.93K0.14%$1.90M
Doliver advisors, lp27.44K0.12%$423.09K
Pbmares wealth management30.81K0.10%$475.09K
Toroso investments489.93K0.06%$7.55M
Magnus financial group32.96K0.05%$508.28K

Top Buyers

HolderShares% AssetsChange
Intrepid capital management711.13K5.58%593.22K
Blackrock1.41M0.00%87.13K
Allspring global investments120.58K0.00%85.40K
Penserra capital management86.68K0.02%57.61K
Fielder capital group674.29K3.24%54.60K

Top Sellers

HolderShares% AssetsChange
Hudson bay capital management lp---124.52K
Millennium management---48.96K
Ci private wealth239.91K0.01%-47.25K
Blackrock funding, inc. /de1.44M0.00%-32.55K
Arrowstreet capital, limited partnership---20.76K

New Positions

HolderShares% AssetsChangeValue
Magnus financial group32.96K0.05%32.96K$508.28K
Atom investors lp24.10K0.05%24.10K$371.61K
Savant capital20.71K0.00%20.71K$319.38K
Hb wealth management12.42K0.00%12.42K$191.49K
Susquehanna group, llp11.74K-11.74K$181.05K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-3.00
Northwestern mutual wealth management-6.00
Newedge advisors-8.00
Cornerstone planning group-35.00
Org partners-85.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Jun 30, 202488-3.30%5,646,6821.91%303.33%469.52%26-
Mar 31, 2024919.64%5,540,88121.03%304.80%42-16.00%2623.81%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv511.21K2.44%-
iShares Russell 2000 ETF435.21K2.08%213.00
ETFMG Alternative Harvest ETF386.06K1.97%-
Vanguard Institutional Extnd Mkt Idx Tr272.53K1.30%650.00
iShares Mortgage Real Estate Capped ETF229.82K1.10%-
iShares Russell 2000 Value ETF158.70K0.76%-
Intrepid Income Institutional145.95K0.70%-447.27K
State St Russell Sm/Mid Cp® Indx SL Cl I126.94K0.61%447.00
State St Russell Sm/Mid Cp® Indx NL Cl C126.94K0.61%447.00
Intrepid Small Cap Investor107.53K0.55%-

Recent Insider Transactions

DateNameRoleActivityValue
Apr 09, 2025Silverman Phillip Chief Financial OfficerBuy$10.00K
Nov 08, 2024Mazarakis John Executive COBBuy$43.96K
Nov 07, 2024Mazarakis John Executive COBSell$44.07K
Mar 14, 2023Mazarakis John Executive COBBuy$131.90K
Dec 12, 2022Sack Peter Co-PresidentBuy$38.00K

Insider Transactions Trends

DateBuySell
2025 Q21-
2025 Q1--
2024 Q411
2024 Q2--
2023 Q2--

REFI Ownership FAQ

Who Owns Chicago Atlantic Real Estate Finance?

Chicago Atlantic Real Estate Finance shareholders are primarily institutional investors at 31.42%, followed by 14.23% insiders and 54.35% retail investors. The average institutional ownership in Chicago Atlantic Real Estate Finance's industry, Mortgage REIT Stocks, is 29.37%, which Chicago Atlantic Real Estate Finance exceeds.

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 (1.44M shares, 7.34%), and Vanguard group (904.9K shares, 4.61%). Together, they hold 19.67% 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?

Intrepid capital management is Chicago Atlantic Real Estate Finance’s biggest shareholder by percentage of total assets invested, with 5.58% of its assets in 711.13K Chicago Atlantic Real Estate Finance shares, valued at 10.97M$.

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 2.44% of its total shares outstanding invested in 511.21K Chicago Atlantic Real Estate Finance shares.

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