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. | 11/12/2025 | 1.42 M | $18.12 M | -0.94% | 6.75% |
| VANGUARD GROUP INC | 11/07/2025 | 941.00 K | $12.04 M | 2.09% | 4.48% |
| FIELDER CAPITAL GROUP LLC | 11/06/2025 | 809.43 K | $10.35 M | 4.92% | 3.85% |
| STATE STREET CORP | 11/14/2025 | 532.53 K | $7.06 M | 4.85% | 2.54% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 222.13 K | $2.84 M | -5.64% | 1.06% |
| INTREPID CAPITAL MANAGEMENT INC | 11/13/2025 | 214.83 K | $2.75 M | 0.00% | 1.02% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 198.81 K | $2.54 M | 4.98% | 0.95% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 184.70 K | $2.36 M | 16.94% | 0.88% |
| SAGE MOUNTAIN ADVISORS LLC | 10/29/2025 | 163.81 K | $2.10 M | 0.00% | 0.78% |
| NORTHERN TRUST CORP | 11/14/2025 | 141.96 K | $1.82 M | 2.79% | 0.68% |
| CLAYTON PARTNERS LLC | 11/10/2025 | 137.96 K | $1.76 M | 100.00% | 0.66% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 121.95 K | $1.56 M | 25.65% | 0.58% |
| DOLIVER ADVISORS, LP | 10/07/2025 | 103.76 K | $1.33 M | 28.75% | 0.49% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 95.00 K | $1.22 M | -3.26% | 0.45% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 93.69 K | $1.20 M | 10.25% | 0.45% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 83.62 K | $1.07 M | 744.35% | 0.40% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 73.21 K | $936.00 K | 3.49% | 0.35% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 54.97 K | $703.07 K | -2.54% | 0.26% |
| MORGAN STANLEY | 11/14/2025 | 53.77 K | $687.76 K | 11.88% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 49.00 K | $627.00 K | 1.93% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 48.20 K | $616.49 K | 0.98% | 0.23% |
| JPMORGAN CHASE & CO | 11/26/2025 | 47.91 K | $612.76 K | 123.34% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 47.60 K | $608.80 K | 219.46% | 0.23% |
| TOROSO INVESTMENTS, LLC | 11/14/2025 | 45.09 K | $576.64 K | 37.72% | 0.21% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 40.32 K | $516.00 K | 81.37% | 0.19% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 38.63 K | $494.04 K | 97.17% | 0.18% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 38.51 K | $492.49 K | 42.34% | 0.18% |
| MAGNUS FINANCIAL GROUP LLC | 10/28/2025 | 34.81 K | $445.27 K | 0.20% | 0.17% |
| QUADRATURE CAPITAL LTD | 11/13/2025 | 30.59 K | $391.59 K | 100.00% | 0.15% |
| PBMARES WEALTH MANAGEMENT LLC | 10/27/2025 | 30.16 K | $385.75 K | -2.11% | 0.14% |
| PERRITT CAPITAL MANAGEMENT INC | 11/17/2025 | 26.50 K | $338.92 K | -17.58% | 0.13% |
| ADVISORSHARES INVESTMENTS LLC | 11/05/2025 | 26.23 K | $335.52 K | -49.56% | 0.12% |
| INVESCO LTD. | 11/13/2025 | 26.13 K | $334.24 K | 28.25% | 0.12% |
| BARCLAYS PLC | 11/12/2025 | 25.57 K | $327.04 K | -11.41% | 0.12% |
| RHUMBLINE ADVISERS | 11/06/2025 | 24.70 K | $315.87 K | -6.85% | 0.12% |
| UNITED ADVISOR GROUP, LLC | 11/12/2025 | 24.55 K | $314.00 K | 100.00% | 0.12% |
| NUVEEN, LLC | 11/12/2025 | 22.68 K | $290.01 K | 0.00% | 0.11% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 22.61 K | $289.23 K | -2.84% | 0.11% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 10/22/2025 | 21.44 K | $274.15 K | -33.91% | 0.10% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 21.41 K | $273.83 K | 7.53% | 0.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 20.83 K | $266.98 K | 13.43% | 0.10% |
| MARINER, LLC | 11/14/2025 | 20.48 K | $261.98 K | -0.82% | 0.10% |
| MARTINGALE ASSET MANAGEMENT L P | 11/13/2025 | 20.22 K | $258.64 K | 0.00% | 0.10% |
| UBS GROUP AG | 11/13/2025 | 19.78 K | $253.01 K | -13.56% | 0.09% |
| EVERETT HARRIS & CO /CA/ | 11/03/2025 | 18.50 K | $236.62 K | 0.00% | 0.09% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 18.19 K | $232.64 K | 72.24% | 0.09% |
| CARTESIAN GROWTH CORP | 11/06/2025 | 16.12 K | $213.78 K | 3.56% | 0.08% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 16.10 K | $205.89 K | -59.37% | 0.08% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 13.92 K | $178.02 K | 24.99% | 0.07% |
| HB WEALTH MANAGEMENT, LLC | 10/23/2025 | 12.50 K | $159.85 K | 0.49% | 0.06% |
Chicago Atlantic Real Estate Finance, Inc. institutional Ownership - FAQ's
During the previous two years, 123 institutional investors and hedge funds held shares of Chicago Atlantic Real Estate Finance, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 1.42 M
VANGUARD GROUP INC: 940,997
Fielder Capital Group LLC: 809,425
STATE STREET CORP: 532,528
CI Private Wealth, LLC: 222,133
INTREPID CAPITAL MANAGEMENT INC: 214,827
31.52% of Chicago Atlantic Real Estate Finance, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.87 M shares in the last 24 months. This purchase volume represents approximately $112.23 M in transactions.