Chicago Atlantic Real Estate Finance Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 1.43 M | $16.14 M | -1.06% | 6.79% |
| FIELDER CAPITAL GROUP LLC | 05/12/2026 | 959.80 K | $10.86 M | 15.34% | 4.57% |
| 05/15/2026 | 727.85 K | $8.24 M | 100.00% | 3.47% | |
| STATE STREET CORP | 05/15/2026 | 510.53 K | $6.01 M | -3.35% | 2.43% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 236.16 K | $2.67 M | 100.00% | 1.12% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 156.22 K | $1.77 M | -22.97% | 0.74% |
| CLAYTON PARTNERS LLC | 05/15/2026 | 150.34 K | $1.70 M | -28.75% | 0.72% |
| 05/15/2026 | 141.55 K | $1.60 M | 16.69% | 0.67% | |
| NORTHERN TRUST CORP | 05/14/2026 | 141.47 K | $1.60 M | 4.25% | 0.67% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 116.27 K | $1.32 M | -10.64% | 0.55% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 114.30 K | $1.29 M | 100.00% | 0.54% |
| DOLIVER ADVISORS, LP | 04/08/2026 | 111.81 K | $1.27 M | 5.17% | 0.53% |
| 05/08/2026 | 104.33 K | $1.18 M | 100.00% | 0.50% | |
| SAGE MOUNTAIN ADVISORS LLC | 05/11/2026 | 98.73 K | $1.12 M | -18.67% | 0.47% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 94.78 K | $1.07 M | 2.89% | 0.45% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 84.05 K | $951.47 K | -0.50% | 0.40% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 75.57 K | $855.41 K | 58.08% | 0.36% |
| INTREPID CAPITAL MANAGEMENT INC | 05/15/2026 | 73.92 K | $836.80 K | 0.00% | 0.35% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 56.96 K | $645.00 K | 9.13% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 51.31 K | $580.84 K | 2.84% | 0.24% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 51.00 K | $577.32 K | -8.27% | 0.24% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 49.60 K | $561.42 K | -68.86% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 49.25 K | $557.53 K | -10.28% | 0.23% |
| MORGAN STANLEY | 05/15/2026 | 48.67 K | $550.98 K | 32.46% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 47.94 K | $542.64 K | -0.72% | 0.23% |
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 38.63 K | $437.27 K | 100.00% | 0.18% |
| MAGNUS FINANCIAL GROUP LLC | 04/10/2026 | 32.73 K | $370.52 K | 0.32% | 0.16% |
| NUVEEN, LLC | 04/30/2026 | 30.82 K | $348.87 K | 35.92% | 0.15% |
| INVESCO LTD. | 05/12/2026 | 30.09 K | $340.60 K | -2.42% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 28.70 K | $324.88 K | -45.54% | 0.14% |
| GREAT LAKES ADVISORS, LLC | 05/12/2026 | 27.38 K | $309.99 K | 100.00% | 0.13% |
| RHUMBLINE ADVISERS | 05/12/2026 | 25.01 K | $283.15 K | 6.88% | 0.12% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 24.04 K | $273.20 K | 11.21% | 0.11% |
| UNITED ADVISOR GROUP, LLC | 04/17/2026 | 23.95 K | $271.11 K | 0.00% | 0.11% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 21.62 K | $244.75 K | -2.49% | 0.10% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 21.41 K | $262.49 K | 0.00% | 0.10% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 20.00 K | $226.38 K | 100.00% | 0.10% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 18.77 K | $212.49 K | -25.14% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 18.47 K | $209.05 K | 36.84% | 0.09% |
| EVERETT HARRIS & CO /CA/ | 05/11/2026 | 18.40 K | $208.29 K | -0.54% | 0.09% |
| CARTESIAN GROWTH CORP | 05/07/2026 | 17.33 K | $204.36 K | 3.59% | 0.08% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 17.02 K | $192.71 K | 100.00% | 0.08% |
| FMR LLC | 05/15/2026 | 16.87 K | $191.00 K | 7.06% | 0.08% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 15.19 K | $171.89 K | 20.66% | 0.07% |
| UBS GROUP AG | 05/05/2026 | 14.58 K | $165.08 K | 170.16% | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 13.36 K | $151.19 K | -10.34% | 0.06% |
| 05/15/2026 | 12.98 K | $146.88 K | 8.24% | 0.06% | |
| DEUTSCHE BANK AG\ | 05/06/2026 | 12.95 K | $146.64 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 12.58 K | $142.41 K | -36.98% | 0.06% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 11.95 K | $135.32 K | 100.00% | 0.06% |
Chicago Atlantic Real Estate Finance Inc institutional Ownership - FAQ's
During the previous two years, 124 institutional investors and hedge funds held shares of Chicago Atlantic Real Estate Finance Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 1.43 M
Fielder Capital Group LLC: 959,800
STATE STREET CORP: 510,533
VAN ECK ASSOCIATES CORP: 236,157
CI Private Wealth, LLC: 156,217
Clayton Partners LLC: 150,344
30.13% of Chicago Atlantic Real Estate Finance Inc stock is owned by institutional investors.
Institutional investors have bought a total of 8.59 M shares in the last 24 months. This purchase volume represents approximately $105.38 M in transactions.