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Chicago Atlantic Real Estate Finance, Inc. (REFI) institutional ownership

Latest close $10.06 Jul 27, 2026
Market cap$270M 52-week range SectorReal Estate
Funds holding · Q1 2026
97
reported REFI position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
46 buyers · 51 sellers

Chicago Atlantic Real Estate Finance, Inc. (REFI) price and institutional activity

Dates

Q1 2026

$0 bought by 46 investors
Van Eck Associates CorpFielder Capital Group LLC +44 more
$0 sold by 51 investors
Millennium Management LLCHightower Advisors, LLC +49 more
Bought Sold Totals per quarter; hover a bar for the names.

Chicago Atlantic Real Estate Finance, Inc. (REFI) institutional activity · 46

Investor Type Est. change Change Δ Own Date
Van Eck Associates Corp · New
Change +236K Date Q1 2026
Van Eck Associates Corp New· Q1 2026 +236K Q1 2026
Fielder Capital Group LLC · Added
Change +128K Date Q1 2026
Fielder Capital Group LLC Added· Q1 2026 +128K Q1 2026
Tidal Investments LLC · New
Change +39K Date Q1 2026
Tidal Investments LLC New· Q1 2026 +39K Q1 2026
Quantinno Capital Management LP · Added
Change +28K Date Q1 2026
Quantinno Capital Management LP Added· Q1 2026 +28K Q1 2026
Great Lakes Advisors, LLC · New
Change +27K Date Q1 2026
Great Lakes Advisors, LLC New· Q1 2026 +27K Q1 2026
Cdc Financial, Inc. · Added
Change +20K Date Q1 2026
Cdc Financial, Inc. Added· Q1 2026 +20K Q1 2026
Empowered Funds, LLC · New
Change +20K Date Q1 2026
Empowered Funds, LLC New· Q1 2026 +20K Q1 2026
Simplex Trading, LLC · New
Change +17K Date Q1 2026
Simplex Trading, LLC New· Q1 2026 +17K Q1 2026
Mml Investors Services, LLC · New
Change +12K Date Q1 2026
Mml Investors Services, LLC New· Q1 2026 +12K Q1 2026
Morgan Stanley · Added
Change +12K Date Q1 2026
Morgan Stanley Added· Q1 2026 +12K Q1 2026
Goldman Sachs Group Inc · New
Change +11K Date Q1 2026
Goldman Sachs Group Inc New· Q1 2026 +11K Q1 2026
Envestnet Asset Management Inc · New
Change +11K Date Q1 2026
Envestnet Asset Management Inc New· Q1 2026 +11K Q1 2026
Vanguard · Added
Change +10K Date Q1 2026
Vanguard Added· Q1 2026 +10K Q1 2026
Hb Wealth Management, LLC · New
Change +10K Date Q1 2026
Hb Wealth Management, LLC New· Q1 2026 +10K Q1 2026
Exoduspoint Capital Management, LP · New
Change +10K Date Q1 2026
Exoduspoint Capital Management, LP New· Q1 2026 +10K Q1 2026
Data through Q1 2026 · filed May 21, 2026
15 of 46

Famous investor activity in Chicago Atlantic Real Estate Finance, Inc. (REFI)

Chicago Atlantic Real Estate Finance, Inc. (REFI) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Konigsberg Brandon · Director Grant (A) 6K
Owned 34K Trade date Apr 20, 2026 Filed date Apr 22, 2026
Konigsberg Brandon Director Grant (A) 6K 34K Apr 20, 2026 Apr 22, 2026
Kite David · Officer Grant (A) 37K
Owned 97K Trade date Apr 20, 2026 Filed date Apr 22, 2026
Kite David Officer Grant (A) 37K 97K Apr 20, 2026 Apr 22, 2026
Silverman Phillip · CFO Grant (A) 32K
Owned 72K Trade date Apr 20, 2026 Filed date Apr 22, 2026
Silverman Phillip CFO Grant (A) 32K 72K Apr 20, 2026 Apr 22, 2026
Stavola Elizabeth Mary · Director Grant (A) 6K
Owned 6K Trade date Apr 20, 2026 Filed date Apr 22, 2026
Stavola Elizabeth Mary Director Grant (A) 6K 6K Apr 20, 2026 Apr 22, 2026
Mazarakis John · Director Grant (A) 37K
Owned 454K Trade date Apr 20, 2026 Filed date Apr 22, 2026
Mazarakis John Director Grant (A) 37K 454K Apr 20, 2026 Apr 22, 2026
Cappell Anthony · Director Grant (A) 37K
Owned 422K Trade date Apr 20, 2026 Filed date Apr 22, 2026
Cappell Anthony Director Grant (A) 37K 422K Apr 20, 2026 Apr 22, 2026
Papastavrou Jason D. · Director Grant (A) 6K
Owned 56K Trade date Apr 20, 2026 Filed date Apr 22, 2026
Papastavrou Jason D. Director Grant (A) 6K 56K Apr 20, 2026 Apr 22, 2026
Sack Peter · Director Grant (A) 37K
Owned 118K Trade date Apr 20, 2026 Filed date Apr 22, 2026
Sack Peter Director Grant (A) 37K 118K Apr 20, 2026 Apr 22, 2026
Mazarakis John · Director, Officer Buy +$102K
Price $12.75 Qty +8K Owned 417K Trade date Oct 16, 2025 Filed date Oct 16, 2025
Mazarakis John Director, Officer Buy $12.75 +8K +$102K 417K Oct 16, 2025 Oct 16, 2025
Papastavrou Jason D. · Director 3 operations +$228K
Price $12.62–$12.71 Qty +18K Owned 3K Trade date Oct 15, 2025 Filed date Oct 16, 2025
Papastavrou Jason D. Director 3 operations $12.62–$12.71 +18K +$228K 3K Oct 15, 2025 Oct 16, 2025
Kite David · Officer Buy +$32K
Price $12.70 Qty +2K Owned 60K Trade date Oct 15, 2025 Filed date Oct 16, 2025
Kite David Officer Buy $12.70 +2K +$32K 60K Oct 15, 2025 Oct 16, 2025
Kite David · Officer Buy +$31K
Price $12.31 Qty +2K Owned 57K Trade date Oct 14, 2025 Filed date Oct 16, 2025
Kite David Officer Buy $12.31 +2K +$31K 57K Oct 14, 2025 Oct 16, 2025
Konigsberg Brandon · Director Buy +$86K
Price $12.33 Qty +7K Owned 28K Trade date Oct 14, 2025 Filed date Oct 16, 2025
Konigsberg Brandon Director Buy $12.33 +7K +$86K 28K Oct 14, 2025 Oct 16, 2025
Sack Peter · Director, Officer Buy +$101K
Price $12.43 Qty +8K Owned 81K Trade date Oct 14, 2025 Filed date Oct 16, 2025
Sack Peter Director, Officer Buy $12.43 +8K +$101K 81K Oct 14, 2025 Oct 16, 2025
Mazarakis John · Director, Officer Buy +$93K
Price $12.43 Qty +8K Owned 409K Trade date Oct 1, 2025 Filed date Oct 2, 2025
Mazarakis John Director, Officer Buy $12.43 +8K +$93K 409K Oct 1, 2025 Oct 2, 2025
15 of 15

Chicago Atlantic Real Estate Finance, Inc. (REFI) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 1.3M
% of shares outstanding 7.3% Filing date Jan 26, 2024
BlackRock Inc. 1.3M 7.3% Jan 26, 2024
1 of 1

Chicago Atlantic Real Estate Finance, Inc. (REFI) ownership FAQ

Who owns REFI?

97 reporting institutions disclosed REFI position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.