CHICAGO ATLANTIC REAL ESTATE (REFI) Institutional Ownership Changes & 13F Activity

CHICAGO ATLANTIC REAL ESTATE (REFI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Arrowstreet Capital, Limited Partnership, Vanguard Capital Management Llc, Odyssean, Llc, Raymond James Financial Inc, and Atom Investors Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+8,244+74.2%19,349$207.42KQ2 2026Sep 23, 2026
State Street CorpSell-11,345-2.2%499,188$5.58MQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheBuy+1,478+6.8%23,099$247.62KQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-3,498-2.2%152,719$1.64MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-727-74.0%255$2.73KQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+1,361+10.2%14,717$157.77KQ2 2026Aug 19, 2026
Empowered Funds, LlcSell-126-0.6%19,872$213.03KQ2 2026Aug 17, 2026
Odyssean, LlcBuy+50,317+387.8%63,292$678.49KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+48,623—48,623$521.24KQ2 2026Aug 14, 2026
Atom Investors LpBuy+42,314—42,314$453.61KQ2 2026Aug 14, 2026
Invesco Ltd.Buy+33,413—33,413$358.19KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+29,418+156.7%48,189$516.58KQ2 2026Aug 14, 2026
Cdc Financial, Inc.Buy+22,154+15.7%163,704$1.75MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+19,120—19,120$204.97KQ2 2026Aug 14, 2026
Price T Rowe Associates IncBuy+12,524+22.0%69,485$745.00KQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+12,512+25.4%61,764$662.11KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+8,965+130.7%15,824$169.63KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+7,213+8.6%91,265$978.37KQ2 2026Aug 14, 2026
Clayton Partners LlcBuy+5,000+3.3%155,344$1.67MQ2 2026Aug 14, 2026
Bank Of America CorpSell-4,376-23.7%14,091$151.06KQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+3,000+14.0%24,410$276.32KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,539+13990.9%1,550$16.00KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-940-8.3%10,401$111.50KQ2 2026Aug 14, 2026
Barclays PlcSell-555-16.5%2,815$30.18KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+173—173$1.85KQ2 2026Aug 14, 2026
Mirae Asset Global Etfs Holdings Ltd.Buy+63+0.7%8,700$93.26KQ2 2026Aug 14, 2026
Arrowstreet Capital, Limited PartnershipBuy+88,975—88,975$953.81KQ2 2026Aug 13, 2026
Vanguard Capital Management LlcBuy+60,401+8.3%788,254$8.45MQ2 2026Aug 13, 2026
Mission Financial Group, LlcBuy+21,818—21,818$233.89KQ2 2026Aug 13, 2026
Vanguard Portfolio Management LlcBuy+21,439+20.5%125,772$1.35MQ2 2026Aug 13, 2026
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Frequently asked questions about REFI activity

  • Which institutional owners are buying REFI?

    Institutional owners buying REFI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in REFI activity?

    "Buy" means an investor increased their reported position in REFI compared to the prior reporting period. This reflects growing exposure to CHICAGO ATLANTIC REAL ESTATE (REFI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in REFI increasing?

    Institutional interest in REFI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.