REFI

Chicago Atlantic Real Estate

-$8.9M

Net Activity

Institutions Holding

101

Popularity Rank

#4419

Avg Weight

0.05%

Total Value

$72.3M

Ownership Trend

101 institutions currently hold REFI, with 45 net buyers and 52 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

52

Net Buying Institutions

45

Key Holders

View all 101 holding institutions

Quarterly Activity

Recent Activity

+$26.2M

Total Buy Value

$46.8M

Total Sell Value

New buy16
Trim34
Add29
Sold out18

45

Net Buyers

52

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-13
2026-07-13

On July 9, 2026, Chicago Atlantic Real Estate Finance (REFI) entered a loan agreement with Koach Capital entities, issuing 4,306,754 shares at $14.53 each in exchange for $62.5 million in second-lien promissory notes. The notes carry a 12% interest rate, with 10% paid in cash and 2% in kind, secured by 32 retail and related properties leased to cannabis operators. Outstanding shares increase by 16.8%, and most shares are locked up for six months.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding CHICAGO ATLANTIC REAL ESTATE (REFI)?
Major stakeholders currently include BlackRock, Inc. ($16.1M), Fielder Capital Group LLC ($10.9M), Vanguard Capital Management LLC ($8.2M). Based on the latest 13F filings, there are a total of 101 tracked investment funds and institutions maintaining positions in REFI.
What is the overall institutional sentiment toward REFI recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $8.9M, driven by 45 managers accumulating shares while 52 reduced their exposure.
Which institutions have been selling or reducing their REFI positions?
In the latest period, 34 funds trimmed their holdings, and 18 managers completely exited their positions. The aggregate reported sell value was $46.8M.
Are there any notable investors adding REFI to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 29 existing holders added to their shares. The total reported buy value for the quarter amounted to $26.2M.

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