REFI Institutional Ownership
Who owns Chicago Atlantic Real Estate Finance, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 101 funds reported holding REFI at Jun 30, 2026, together owning 27.0% of the company.
- ▲60 buying vs 36 selling
- ▲Held by funds +2.3 pts
- ▲Funds holding +1
- ▼Superinvestors: 0 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 101 | 100 | +1.0% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 6.9M | 6.3M | +9.5% |
| Held by funds | 27.0% | 24.7% | +2.3 pts |
| New positions | 14 | 16 | −12.5% |
| Increased | 46 | 29 | +58.6% |
| Reduced | 23 | 32 | −28.1% |
| Sold out | 13 | 19 | −31.6% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in REFI
All superinvestors →
Who owns REFI
share of fund held shares- Index and passive funds50.9%
- Active managers and hedge funds44.5%
- Banks and brokers4.1%
- Pensions, insurers and other0.5%
The top 10 holders own 71.1% of all REFI shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
25 funds changed their position- Sterling Capital Management LLCAdded+23K sh
- Doliver Advisors, LPAdded+18K sh
- Y-Intercept (Hong Kong) LtdSold out−12K sh
- Magnus Financial Group LLCAdded+8,421 sh
- United Advisor Group, LLCTrimmed−8,150 sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.71% | 1.7M | $18.4M | +293K |
| 2 | Fielder Capital Group LLC | 3.83% | 982K | $10.5M | +22K |
| 3 | Vanguard Capital Management LLC | 3.08% | 788K | $8.5M | +60K |
| 4 | State Street Corp | 1.95% | 499K | $5.6M | −11K |
| 5 | Segall Bryant & Hamill, LLC | 0.74% | 189K | $2M | +189K |
| 6 | CDC Financial, Inc. | 0.64% | 164K | $1.8M | +22K |
| 7 | Clayton Partners LLC | 0.61% | 155K | $1.7M | +5,000 |
| 8 | Corient Private Wealth LP | 0.60% | 153K | $1.6M | −3,498 |
| 9 | Northern Trust Corp | 0.57% | 147K | $1.6M | +5,485 |
| 10 | Vanguard Portfolio Management LLC | 0.49% | 126K | $1.3M | +21K |
- BlackRock, Inc.+293K sh+$3.1M
- Segall Bryant & Hamill, LLC+189K sh+$2M
- Arrowstreet Capital, Limited Partnership+89K sh+$954K
- Vanguard Capital Management LLC+60K sh+$647K
- Odyssean, LLC+50K sh+$539K
- Raymond James Financial Inc+49K sh+$521K
- Atom Investors LP+42K sh+$454K
- AQR Capital Management LLC+29K sh+$315K
- Van Eck Associates Corp−236K sh−$2.7M
- Sage Mountain Advisors LLC−64K sh−$691K
- Millennium Management LLC−50K sh−$561K
- Great Lakes Advisors, LLC−27K sh−$310K
- Quantinno Capital Management LP−20K sh−$212K
- Susquehanna International Group, LLP−13K sh−$142K
- Renaissance Technologies LLC−12K sh−$133K
- State Street Corp−11K sh−$127K
REFI institutional ownership FAQ
Who owns the most REFI stock?
In Q2 2026 13F filings the largest holder of REFI was BlackRock, Inc., followed by Fielder Capital Group LLC and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of REFI is owned by institutions?
Funds that file 13F reports held 27.0% of REFI's shares at Jun 30, 2026, compared with 24.7% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying REFI?
In Q2 2026, 60 funds bought REFI (14 of them new positions) and 36 sold (13 sold out completely). Among well known investors, 0 added and 2 cut. Our fund sentiment for REFI is bullish.
What is REFI's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this REFI ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.