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.

Rank	Institution	Value	Shares	Change
1	BlackRock, Inc.	$18.4M	1.7M	Added
2	VANGUARD GROUP INC	$11.1M	1.0M	Added
3	Fielder Capital Group LLC	$10.5M	982,283	Added
4	STATE STREET CORP	$5.6M	499,188	Trimmed
5	SEGALL BRYANT & HAMILL, LLC	$2.0M	188,621	New
6	CDC Financial, Inc.	$1.8M	163,704	Added
7	Clayton Partners LLC	$1.7M	155,344	Added
8	Corient Private Wealth LLC	$1.6M	152,719	Trimmed
9	NORTHERN TRUST CORP	$1.6M	146,958	Added
10	Connor, Clark & Lunn Investment Management Ltd.	$1.2M	113,810	Trimmed
11	DOLIVER ADVISORS, LP	$1.2M	111,008	Trimmed
12	Penserra Capital Management LLC	$1.2M	108,882	Added
13	OSAIC HOLDINGS, INC.	$978,370	91,265	Added
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$953,812	88,975	New
15	INTREPID CAPITAL MANAGEMENT INC	$792,444	73,922	Hold
16	PRICE T ROWE ASSOCIATES INC /MD/	$745,000	69,485	Added
17	MORGAN STANLEY	$681,742	63,595	Added
18	Odyssean, LLC	$678,490	63,292	Added
19	Sixth Street Partners Management Company, L.P.	$662,110	61,764	New
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$662,110	61,764	Added
21	COMMONWEALTH EQUITY SERVICES, LLC	$621,490	57,975	Added
22	Quantinno Capital Management LP	$598,468	55,827	Trimmed
23	Bank of New York Mellon Corp	$571,460	53,308	Added
24	RAYMOND JAMES FINANCIAL INC	$521,239	48,623	New
25	AQR CAPITAL MANAGEMENT LLC	$516,581	48,189	Added

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