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Chicago Atlantic Real Estate (REFI)

CUSIP: 167239102 | NYSE | Real Estate · REIT - Mortgage | Micro Cap | 249 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Doliver Advisors, LP128,782
0.3% of portfolio›$1.3M
Commonwealth Equity Services, LLC60,212
0.0% of portfolio›$603.3K
Bank of New York Mellon Corp57,356
0.0% of portfolio›$574.7K
Magnus Financial Group LLC48,239
0.0% of portfolio›$483.4K
Sage Mountain Advisors LLC30,566
0.0% of portfolio›$306.3K
United Advisor Group, LLC24,900
0.0% of portfolio›$249.5K
Sterling Capital Management LLC23,653
0.0% of portfolio›$237.0K
Mission Financial Group, LLC22,763
0.2% of portfolio›$228.1K
Everett Harris & Co18,400
0.0% of portfolio›$184.4K
HB Wealth Management, LLC10,722
0.0% of portfolio›$107.4K
Strs Ohio6,200
0.0% of portfolio›$62.1K
Gamma Investing LLC2,138
0.0% of portfolio›$21.4K
Citigroup Inc1,732
0.0% of portfolio›$17.4K
Pension & Wealth Management Advisors, Inc.748
0.0% of portfolio›$7.5K
Nisa Investment Advisors, LLC672
0.0% of portfolio›$7.0K
Versant Capital Management, Inc626
0.0% of portfolio›$6.3K
Westside Investment Management, Inc.500
0.0% of portfolio›$5.0K
Harbor Capital Advisors, Inc.345
0.0% of portfolio›$3
Triumph Capital Management250
0.0% of portfolio›$2.5K
Covestor Ltd170
0.0% of portfolio›$2
Silver Grove Financial Group, Inc.122
0.0% of portfolio›$1.2K
Parkside Financial Bank & Trust120
0.0% of portfolio›$1.2K
Farther Finance Advisors, LLC98
0.0% of portfolio›$982
SJS Investment Consulting Inc.73
0.0% of portfolio›$732
EverSource Wealth Advisors, LLC43
0.0% of portfolio›$431
Larson Financial Group LLC42
0.0% of portfolio›$421
True Wealth Design, LLC39
0.0% of portfolio›$391
MassMutual Private Wealth & Trust, FSB31
0.0% of portfolio›$311
Essential Partners LLC29
0.0% of portfolio›$291
IFP Advisors, Inc27
0.0% of portfolio›$271
Root Financial Partners, LLC19
0.0% of portfolio›$190
StyleTurnoverLocationFiled
Doliver Advisors, LP
128,782$1.3M0.3%GARPLowHouston, TX2026-10-01
Commonwealth Equity Services, LLC
60,212$603.3K0.0%ETFLowWaltham, MA2026-11-02
Bank of New York Mellon Corp
57,356$574.7K0.0%CoreLowNew York, NY2026-11-05
Magnus Financial Group LLC
48,239$483.4K0.0%ETFLowNew York, NY2026-10-21
Sage Mountain Advisors LLC
30,566$306.3K0.0%ETFLowAtlanta, GA2026-11-02
United Advisor Group, LLC
24,900$249.5K0.0%ETFLowCincinnati, OH2026-11-03
Sterling Capital Management LLC
23,653$237.0K0.0%GARPMediumCharlotte, NC2026-10-22
Mission Financial Group, LLC
22,763$228.1K0.2%ETFN/AHonolulu, HI2026-10-21
Everett Harris & Co
18,400$184.4K0.0%CoreVery LowLos Angeles, CA2026-10-28
HB Wealth Management, LLC
10,722$107.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Strs Ohio
6,200$62.1K0.0%CoreMediumColumbus, OH2026-10-30
Gamma Investing LLC
2,138$21.4K0.0%IndexVery LowFoster City, CA2026-10-08
Citigroup Inc
1,732$17.4K0.0%CoreMediumNew York, NY2026-11-04
Pension & Wealth Management Advisors, Inc.
748$7.5K0.0%ETFLowWaltham, MA2026-10-16
Nisa Investment Advisors, LLC
672$7.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Versant Capital Management, Inc
626$6.3K0.0%GARPLowPhoenix, AZ2026-10-02
Westside Investment Management, Inc.
500$5.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Harbor Capital Advisors, Inc.
345$30.0%ValueHighChicago, IL2026-10-22
Triumph Capital Management
250$2.5K0.0%ETFMediumDenver, CO2026-10-14
Covestor Ltd
170$20.0%ValueHighLondon, United Kingdom2026-10-30
Silver Grove Financial Group, Inc.
122$1.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Parkside Financial Bank & Trust
120$1.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Farther Finance Advisors, LLC
98$9820.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
73$7320.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
43$4310.0%CoreMediumBirmingham, AL2026-11-04
Larson Financial Group LLC
42$4210.0%GrowthLowSt Louis, MO2026-11-05
True Wealth Design, LLC
39$3910.0%ETFMediumAkron, OH2026-10-13
MassMutual Private Wealth & Trust, FSB
31$3110.0%CoreLowSpringfield, MA2026-10-05
Essential Partners LLC
29$2910.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
27$2710.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
19$1900.0%ETFMediumEncinitas, CA2026-10-21