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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 29.97% institutional investors, 14.16% insiders, and 55.87% 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 Finance29.97%14.16%55.87%
SectorReal Estate Stocks 69.85%9.10%21.05%
IndustryMortgage REIT Stocks51.49%5.03%43.48%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.41M7.72%$21.68M
Blackrock funding, inc. /de1.43M6.81%$19.96M
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
Van eck associates189.39K0.90%$2.64M

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
Doliver advisors, lp80.59K0.31%$1.13M
Perritt capital management32.15K0.23%$448.84K
Sage mountain advisors122.93K0.14%$1.90M
Advisorshares investments52.01K0.13%$726.07K
Ariadne wealth management, lp13.74K0.09%$197.21K
Pbmares wealth management30.81K0.08%$430.11K
Toroso investments489.93K0.06%$7.55M

Top Buyers

HolderShares% AssetsChange
Intrepid capital management711.13K5.58%593.22K
Van eck associates189.39K0.00%189.39K
Blackrock1.41M0.00%87.13K
Fielder capital group674.29K3.24%54.60K
Doliver advisors, lp80.59K0.31%34.40K

Top Sellers

HolderShares% AssetsChange
Hudson bay capital management lp---124.52K
Allspring global investments---112.57K
Blackrock funding, inc. /de1.43M0.00%-82.42K
Millennium management---48.96K
Ci private wealth239.91K0.01%-47.25K

New Positions

HolderShares% AssetsChangeValue
Van eck associates189.39K0.00%189.39K$2.64M
Magnus financial group32.96K0.05%32.96K$508.28K
State of wisconsin investment board13.10K0.00%13.10K$182.88K
Susquehanna group, llp11.74K-11.74K$181.05K
Bnp paribas arbitrage, snc5.58K-5.58K$86.06K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-3.00
Northwestern mutual wealth management-6.00
Newedge advisors-8.00
Corecap advisors-31.00
Cornerstone planning group-35.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Jun 30, 202488-3.30%5,646,6821.91%303.33%469.52%26-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv500.18K2.37%-11.03K
ETFMG Alternative Harvest ETF386.06K1.97%-
iShares Russell 2000 ETF410.57K1.96%-7.77K
iShares Mortgage Real Estate Capped ETF222.10K1.06%1.26K
Vanguard Institutional Extnd Mkt Idx Tr193.47K0.92%-83.65K
VanEck Mortgage REIT Income ETF188.41K0.90%-
iShares Russell 2000 Value ETF150.16K0.72%111.00
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
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 29.97%, followed by 14.16% insiders and 55.87% retail investors. The average institutional ownership in Chicago Atlantic Real Estate Finance's industry, Mortgage REIT Stocks, is 51.49%, 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, 6.81%), and Vanguard group (904.9K shares, 4.61%). Together, they hold 19.14% 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 2.37% of its total shares outstanding invested in 500.18K Chicago Atlantic Real Estate Finance shares.

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