Chicago Atlantic Real Estate Finance, Inc.· REFI

🇺🇸 US · MicroBroad USNASDAQ

Real EstateREIT - MortgageWebsite

Price: $10.00
Day: +1.01%
Mkt Cap: $213.14M
52W Range: $9.69 – $14.57
Volume: 159.0K
Beta: 0.31

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Chicago Atlantic Real Estate Finance, Inc.

REFI|Real Estate|REIT - Mortgage

Current price: $10

Smart Money

Dimension 5 of 5

Insider Activity, Q4 2025

Latest scored quarter, net flow, and top transactions by value

Net dollar flow$673.1K

Net share flow+53.6K

Purchases9 ($673.1K)

Sales0 ($0)

Top Notable Transactions

Insider

Type

Value

Date

Chicago Atlantic Fund QP, LLC

Purchase

$14.7M

Dec 7

Chicago Atlantic CRE Holdings, LLC

Purchase

$2.8M

Dec 7

Bodmeier Andreas

Purchase

$2.5M

Dec 7

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership30.0%

13F share flow-12.1%

Investors holding101

+69 adding-53 reducing

New 20Inc 49Red 32Closed 21

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$16.1M

-0.7%

FIELDER CAPITAL GROUP LLC

$10.9M

+15.7%

STATE STREET CORP

$6.0M

-3.0%

VAN ECK ASSOCIATES CORP

$2.7M

+100.0%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting34

Total shares held2.0M

Share flow+0.5%

10 buying6 selling

Buying 10Unchanged 18Selling 6

Top Fund Holders

Fund

Weight

Change

iSHARES TRUST

874.3K

0.01%

Manager Directed Portfolios

240.4K

78.93%

VANGUARD SCOTTSDALE FUNDS

108.6K

0.00%

+4.1K

ETF Series Solutions

95.4K

0.47%

+4.1K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

REFI Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.9/5

Neutral

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

-12

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 2.9/5 (Neutral) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for REFI

Net insider share flow by quarter (C-suite & director purchases minus sales)

No Data

No recent insider signal

Most recent insider filing was Q4 2025.

Notable Recent Transactions, REFI

Top 8 highest-value recent insider trades

Chicago Atlantic Fund QP, LLC

Insider

Buy

918,750 shares at $16.00

Dec 7, 2021$14.70M

Chicago Atlantic CRE Holdings, LLC

Insider

Buy

175,000 shares at $16.00

Dec 7, 2021$2.80M

Bodmeier Andreas

President

Buy

156,250 shares at $16.00

Dec 7, 2021$2.50M

Cappell Anthony

Director

Buy

156,250 shares at $16.00

Dec 7, 2021$2.50M

Mazarakis John

Director

Buy

156,250 shares at $16.00

Dec 7, 2021$2.50M

Papastavrou Jason D

Director

Buy

9,676 shares at $17.96

Apr 22, 2022$173.75K

Mazarakis John

Officer

Buy

9,184 shares at $15.86

Dec 12, 2022$145.66K

Cappell Anthony

Officer

Buy

9,184 shares at $15.86

Dec 12, 2022$145.66K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for REFI

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

30.0% institutional ownership

Slight accumulation: 69 adding vs 53 reducing

13F shares decreased by 3.6%, a notable change

Momentum weakening from prior quarter

Position Changes

Q1 2026: how are institutions adjusting their positions?

+69 growing-53 shrinkingNet: +16

New (20)

Increased (49)

Reduced (32)

Closed (21)

Top Institutional Holders, REFI

Largest 5 institutional positions by ownership percentage as of Q2 2026

CENTRAL TRUST CO

Ownership

0.00%

-100.0%

BARE FINANCIAL SERVICES, INC

Ownership

0.00%

-100.0%

VERSANT CAPITAL MANAGEMENT, INC

Ownership

0.00%

-100.0%

CLEAR STREET MARKETS LLC

Ownership

0.00%

-100.0%

NORTH STAR INVESTMENT MANAGEMENT CORP.

Ownership

0.00%

-100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 34 ETFs and mutual funds reporting

10 buying6 sellingNet: +4

Buying (10)

Unchanged (18)

Selling (6)

Bullish Signal

Funds accumulating in Q2 2026

34 ETFs and mutual funds reporting

10 funds buying vs 6 selling

Top Fund Holders, REFI

Largest 8 ETF and mutual fund positions by shares held as of latest filing

iSHARES TRUST

874.3K

Weight

0.01%

No change

Manager Directed Portfolios

240.4K

Weight

78.93%

No change

VANGUARD SCOTTSDALE FUNDS

108.6K

Weight

0.00%

Increased

ETF Series Solutions

95.4K

Weight

0.47%

Increased

VALIC Co I

7.0K

Weight

0.00%

No change

Invesco Exchange-Traded Self-Indexed Fund Trust

5.7K

Weight

0.00%

Increased

T. Rowe Price Index Trust, Inc.

2.3K

Weight

0.01%

No change

PROSHARES TRUST

2.2K

Weight

0.00%

Decreased

Chicago Atlantic Real Estate Finance, Inc.· REFI

Holdings Analysis

Insider Trading Activity

1.3Transaction History36Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings27Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History36Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings27Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights