Who Owns CHICAGO ATLANTIC REAL ESTATE (REFI)? -- Institutional Holders (2026-06-30)

112 institutions reported holding $75.3M of CHICAGO ATLANTIC REAL ESTATE (REFI) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($18.4M), VANGUARD GROUP INC ($11.1M), Fielder Capital Group LLC ($10.5M), STATE STREET CORP ($5.6M), SEGALL BRYANT & HAMILL, LLC ($2.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BlackRock, Inc.$18.4M1.7MAdded
2VANGUARD GROUP INC$11.1M1.0MAdded
3Fielder Capital Group LLC$10.5M982,283Added
4STATE STREET CORP$5.6M499,188Trimmed
5SEGALL BRYANT & HAMILL, LLC$2.0M188,621New
6CDC Financial, Inc.$1.8M163,704Added
7Clayton Partners LLC$1.7M155,344Added
8Corient Private Wealth LLC$1.6M152,719Trimmed
9NORTHERN TRUST CORP$1.6M146,958Added
10Connor, Clark & Lunn Investment Management Ltd.$1.2M113,810Trimmed
11DOLIVER ADVISORS, LP$1.2M111,008Trimmed
12Penserra Capital Management LLC$1.2M108,882Added
13OSAIC HOLDINGS, INC.$978,37091,265Added
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$953,81288,975New
15INTREPID CAPITAL MANAGEMENT INC$792,44473,922Hold
16PRICE T ROWE ASSOCIATES INC /MD/$745,00069,485Added
17MORGAN STANLEY$681,74263,595Added
18Odyssean, LLC$678,49063,292Added
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$662,11061,764Added
20Sixth Street Partners Management Company, L.P.$662,11061,764New
21COMMONWEALTH EQUITY SERVICES, LLC$621,49057,975Added
22Quantinno Capital Management LP$598,46855,827Trimmed
23Bank of New York Mellon Corp$571,46053,308Added
24RAYMOND JAMES FINANCIAL INC$521,23948,623New
25AQR CAPITAL MANAGEMENT LLC$516,58148,189Added

Source: SEC Form 13F filings · as of 2026-06-30