Chicago Atlantic Real Estate (REFI) Institutional Ownership Tracker (Q2 2026)

REFI ranks #4550 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

102 institutions disclose a position in REFI, but none treat it as a major bet — even Fielder Capital Group LLC, its most concentrated holder, allocates just 2.3% of its own portfolio to it.

CDC Financial, Inc. has added to its REFI position for two straight quarters, increasing it by $267.8K to reach $1.8M today.

State Street has trimmed its REFI position for two straight quarters, cutting it by $1.1M while still holding $5.6M.

REFI is down 0.8% today, but institutions show net buying of $11.0M this quarter — a divergence between today's price move and the underlying institutional flow.

REFI posted net income of $29.4M over the trailing twelve months, and currently trades at a P/E of 7.9.

• Profitable — net income of $29.4M over the trailing twelve months
• Net income declined year over year, from $38.1M to $29.4M
• Generated $28.8M in positive operating cash flow
• Liabilities run 0.38x equity — within a conventional range