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)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
Key Holders
Top 5 by Value
Quarterly Activity
Recent Activity
+$26.2M
Total Buy Value
$46.8M
Total Sell Value
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)
FAQ
Who are the top institutional investors holding CHICAGO ATLANTIC REAL ESTATE (REFI)?
What is the overall institutional sentiment toward REFI recently?
Which institutions have been selling or reducing their REFI positions?
Are there any notable investors adding REFI to their portfolios?
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