Company · Ownership research

Chicago Atlantic Real Estate Finance, Inc. REFI

CIK 0001867949 · CUSIP 167239102

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 167239102 (REFI), not CUSIP 167239902 (REFI), and does not merge CUSIPs.

This page lists the top 20 of 39 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DOLIVER ADVISORS, LP CIK 938077 · View history	$1.29M 128,782 shares	0.28%	+17.77K(+16.00%)Added	SEC filing ↗ Oct 1, 2026	▾
02	COMMONWEALTH EQUITY SERVICES, LLC CIK 312272 · View history	$603.33K 60,212 shares	0.00%	+2.24K(+3.90%)Added	SEC filing ↗ Nov 2, 2026	▾
03	Bank of New York Mellon Corp CIK 1390777 · View history	$574.70K 57,356 shares	0.00%	+4.05K(+7.60%)Added	SEC filing ↗ Nov 5, 2026	▾
04	Magnus Financial Group LLC CIK 1765216 · View history	$483.36K 48,239 shares	0.03%	+8.42K(+21.10%)Added	SEC filing ↗ Oct 21, 2026	▾
05	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$346.82K 34,516 shares	0.00%	+6.28K(+22.20%)Added	SEC filing ↗ Nov 6, 2026	▾
06	Sage Mountain Advisors LLC CIK 1832274 · View history	$306.27K 30,566 shares	0.02%	-3.72K(-10.80%)Reduced	SEC filing ↗ Nov 2, 2026	▾
07	United Advisor Group, LLC CIK 2004873 · View history	$249.50K 24,900 shares	0.02%	-8.15K(-24.70%)Reduced	SEC filing ↗ Nov 3, 2026	▾
08	Sterling Capital Management LLC CIK 1329883 · View history	$237.00K 23,653 shares	0.00%	+23.27K(+6,108.10%)Added	SEC filing ↗ Oct 22, 2026	▾
09	Mission Financial Group, LLC CIK 2113810 · View history	$228.08K 22,763 shares	0.18%	+945(+4.30%)Added	SEC filing ↗ Oct 21, 2026	▾
10	DEUTSCHE BANK AG\ CIK 948046 · View history	$191.68K 19,130 shares	0.00%	+705(+3.80%)Added	SEC filing ↗ Nov 6, 2026	▾
11	EVERETT HARRIS & CO /CA/ CIK 1009254 · View history	$184.37K 18,400 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 28, 2026	▾
12	PNC FINANCIAL SERVICES GROUP, INC. CIK 713676 · View history	$123.28K 12,303 shares	0.00%	+9.30K(+309.30%)Added	SEC filing ↗ Nov 6, 2026	▾
13	Russell Investments Group, Ltd. CIK 1692234 · View history	$113.34K 11,312 shares	0.00%	-20(-0.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
14	HB Wealth Management, LLC CIK 1911253 · View history	$107.43K 10,722 shares	0.00%	+452(+4.40%)Added	SEC filing ↗ Oct 23, 2026	▾
15	Eurizon Capital SGR S.p.A. CIK 2107286 · View history	$91.46K 8,534 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾
16	BARCLAYS PLC CIK 312069 · View history	$90.30K 9,012 shares	0.00%	+6.20K(+220.10%)Added	SEC filing ↗ Nov 6, 2026	▾
17	STRS OHIO CIK 820478 · View history	$62.12K 6,200 shares	0.00%	+3.00K(+93.80%)Added	SEC filing ↗ Oct 30, 2026	▾
18	GAMMA Investing LLC CIK 2010235 · View history	$21.42K 2,138 shares	0.00%	+330(+18.30%)Added	SEC filing ↗ Oct 8, 2026	▾
19	CITIGROUP INC CIK 831001 · View history	$17.36K 1,732 shares	0.00%	-7.60K(-81.40%)Reduced	SEC filing ↗ Nov 4, 2026	▾
20	PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 · View history	$7.50K 748 shares	0.00%	+748New	SEC filing ↗ Oct 16, 2026	▾

Showing 20 / 39 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

534,586

Not deduplicated across managers

Disclosed value

$5.36M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Chicago Atlantic Real Estate Finance, Inc. · Q3 2026

Explore all 39 reporting institutions.

This page includes 20 of 39 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.