CHICAGO ATLANTIC REAL ESTATE (REFI) Top Institutional Shareholders
CHICAGO ATLANTIC REAL ESTATE (REFI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $67.67M in REFI holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of REFI tracked by InsiderSet, reporting ownership valued at approximately $16.14M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.84M, representing an estimated loss of -1.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed REFI value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Fielder Capital Group Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in CHICAGO ATLANTIC REAL ESTATE (REFI).
This page ranks the largest institutional REFI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
98
Total Reported Value
$67.67M
Largest Holder
Blackrock, Inc.
Largest Position
$16.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
118
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,425,571 | $16,137,463 | $15,838,094 | -$299,369 | -1.86% | |
| Fielder Capital Group Llc | 2.37% | 959,800 | $10,864,932 | $10,663,378 | -$201,554 | -1.86% | |
| Vanguard Capital Management Llc | 0.00% | 727,853 | $8,239,296 | $8,086,447 | -$152,849 | -1.86% | |
| State Street Corp | 0.00% | 510,533 | $6,011,122 | $5,672,022 | -$339,100 | -5.64% | |
| Corient Private Wealth Llc | 0.00% | 156,217 | $1,768,365 | $1,735,571 | -$32,794 | -1.85% | |
| Clayton Partners Llc | 1.24% | 150,344 | $1,701,894 | $1,670,322 | -$31,572 | -1.86% | |
| Cdc Financial, Inc. | 1.33% | 141,550 | $1,602,346 | $1,572,621 | -$29,726 | -1.86% | |
| Northern Trust Corp | 0.00% | 141,473 | $1,601,475 | $1,571,765 | -$29,710 | -1.86% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 116,269 | $1,316,165 | $1,291,749 | -$24,416 | -1.86% | |
| Vanguard Fiduciary Trust Co | 0.00% | 114,295 | $1,293,819 | $1,269,817 | -$24,002 | -1.86% | |
| Doliver Advisors, Lp | 0.29% | 111,808 | $1,265,667 | $1,242,187 | -$23,480 | -1.86% | |
| Vanguard Portfolio Management Llc | 0.00% | 104,333 | $1,181,050 | $1,159,140 | -$21,910 | -1.86% | |
| Sage Mountain Advisors Llc | 0.08% | 98,730 | $1,117,620 | $1,096,890 | -$20,730 | -1.85% | |
| Osaic Holdings, Inc. | 0.00% | 84,052 | $951,467 | $933,818 | -$17,649 | -1.85% | |
| Quantinno Capital Management Lp | 0.00% | 75,566 | $855,410 | $839,538 | -$15,872 | -1.86% | |
| Intrepid Capital Management Inc | 0.32% | 73,922 | $836,797 | $821,273 | -$15,524 | -1.86% | |
| Commonwealth Equity Services, Llc | 0.00% | 51,311 | $580,840 | $570,065 | -$10,775 | -1.86% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 51,000 | $577,320 | $566,610 | -$10,710 | -1.86% |
| Millennium Management Llc | 0.00% | 49,595 | $561,415 | $551,000 | -$10,415 | -1.86% | |
| Charles Schwab Investment Management Inc | 0.00% | 49,252 | $557,533 | $547,190 | -$10,343 | -1.86% | |
| Morgan Stanley | 0.00% | 48,672 | $550,975 | $540,746 | -$10,229 | -1.86% | |
| Bank Of New York Mellon Corp | 0.00% | 47,937 | $542,644 | $532,580 | -$10,064 | -1.85% | |
| Tidal Investments Llc | 0.00% | 38,628 | $437,269 | $429,157 | -$8,112 | -1.86% | |
| Magnus Financial Group Llc | 0.03% | 32,732 | $370,524 | $363,653 | -$6,871 | -1.85% | |
| Nuveen, Llc | 0.00% | 30,819 | $348,871 | $342,399 | -$6,472 | -1.86% | |
| Invesco Ltd. | 0.00% | 30,088 | $340,596 | $334,278 | -$6,318 | -1.86% | |
| Great Lakes Advisors, Llc | 0.00% | 27,384 | $309,987 | $304,236 | -$5,751 | -1.86% | |
| Rhumbline Advisers | 0.00% | 25,014 | $283,152 | $277,906 | -$5,246 | -1.85% | |
| Geode Capital Management, Llc | 0.00% | 24,044 | $273,195 | $267,129 | -$6,066 | -2.22% | |
| United Advisor Group, Llc | 0.03% | 23,950 | $271,114 | $266,085 | -$5,030 | -1.86% | |
| Alliancebernstein L.P. | 0.00% | 21,410 | $262,487 | $237,865 | -$24,622 | -9.38% | |
| Manufacturers Life Insurance Company, The | 0.00% | 21,621 | $244,750 | $240,209 | -$4,541 | -1.86% | |
| Mission Financial Group, Llc | 0.22% | 20,984 | $237,537 | $233,132 | -$4,405 | -1.85% | |
| Empowered Funds, Llc | 0.00% | 19,998 | $226,377 | $222,178 | -$4,199 | -1.85% | |
| Aqr Capital Management Llc | 0.00% | 18,771 | $212,488 | $208,546 | -$3,942 | -1.86% | |
| Bank Of America Corp | 0.00% | 18,467 | $209,047 | $205,168 | -$3,879 | -1.86% | |
| Everett Harris & Co | 0.00% | 18,400 | $208,288 | $204,424 | -$3,864 | -1.86% | |
| Alti Global, Inc. | 0.00% | 17,333 | $204,360 | $192,570 | -$11,790 | -5.77% | |
| Simplex Trading, Llc | 0.01% | 17,024 | $192,711 | $189,137 | -$3,574 | -1.85% | |
| Fmr Llc | 0.00% | 16,872 | $190,995 | $187,448 | -$3,547 | -1.86% | |
| Virtus Investment Advisers, Llc | 0.05% | 15,185 | $171,894 | $168,705 | -$3,189 | -1.86% | |
| Ubs Group Ag | 0.00% | 14,583 | $165,080 | $162,017 | -$3,063 | -1.86% | |
| Mercer Global Advisors Inc | 0.00% | 13,356 | $151,190 | $148,385 | -$2,805 | -1.86% | |
| Odyssean, Llc | 0.05% | 12,975 | $146,877 | $144,152 | -$2,725 | -1.86% | |
| Deutsche Bank Ag\ | 0.00% | 12,954 | $146,639 | $143,919 | -$2,720 | -1.85% | |
| Susquehanna International Group, Llp | 0.00% | 12,580 | $142,406 | $139,764 | -$2,642 | -1.86% | |
| Mml Investors Services, Llc | 0.00% | 11,954 | $135,316 | $132,809 | -$2,507 | -1.85% | |
| Goldman Sachs Group Inc | 0.00% | 11,341 | $128,380 | $125,999 | -$2,381 | -1.86% | |
| Envestnet Asset Management Inc | 0.00% | 11,105 | $125,711 | $123,377 | -$2,334 | -1.86% | |
| Hb Wealth Management, Llc | 0.00% | 10,169 | $115,113 | $112,978 | -$2,135 | -1.86% |
Frequently asked questions about REFI
Who owns the most REFI stock?
The largest holders of REFI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CHICAGO ATLANTIC REAL ESTATE (REFI).
Is REFI widely held by superinvestors?
Many widely followed stocks like REFI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly REFI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.