$REFI

$9.20 -$0.10 (1.08%) Close

$REFI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 25.6M shares outstanding

Who owns REFI?

By type of holder

Institutions 27.0% Insiders 9.2% Everyone else 63.7%

Concentration Top 10 holders own 24.6%

BlackRock, Inc. 6.7% · Fielder Capital Group LLC 3.8%

Institutional ownership

27.0%

+2.3 pts vs last qtr

Institutional holders

100

0 vs last qtr

Net shares bought

+598.0K

by institutions in Q2 2026

New / sold out

15 / 15

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +293.5K
Segall Bryant & Hamill, LLC NEW +188.6K

Biggest sellers in Q2 2026

Van Eck Associates Corp SOLD OUT −236.2K
Sage Mountain Advisors LLC −64.4K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Chicago Atlantic Real Estate Finance Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+20.8%

+6.49% a year

Each share's claim on the business

−17.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $8.34M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years59% 1–3 years27% Under 1 year15%

Quarterly turnover

12.8%

of institutional shares changed hands

Top 10 managers, median time held

4.3 years

Super Investors

Investment managers reporting REFI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.7M	6.71%	+293.5K (+20.6%)	2022	0.0%
Shares held by quarter Peak holding1.7M (Q2'26) Change over 8 quarters+246.4K Share of the company6.710% BlackRock, Inc.'s full portfolio →
FC Fielder Capital Group LLC	982.3K	3.83%	+22.5K (+2.3%)	2024	2.3%
Shares held by quarter Peak holding982.3K (Q2'26) Change over 8 quarters+362.6K Share of the company3.830% Fielder Capital Group LLC's full portfolio →

BlackRock, Inc.

1.7M

% of company

6.71%

Change vs last qtr

+293.5K (+20.6%)

Held since

2022

Fielder Capital Group LLC

982.3K

% of company

3.83%

Change vs last qtr

+22.5K (+2.3%)

Held since

2024

28 more super investors behind a free account

See every manager holding Chicago Atlantic Real Estate Finance Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting REFI on Form N-PORT; together they hold 10.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$6.12M	570.8K	2.23%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$5.88M	548.3K	2.14%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$6.12M

% of company

2.23%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$5.88M

% of company

2.14%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Chicago Atlantic Real Estate Finance Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MJ Mazarakis John Insider	616.6K	2.41%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.410% Mazarakis John's insider activity →
CA Cappell Anthony Insider	480.1K	1.87%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.870% Cappell Anthony's insider activity →

Mazarakis John

Insider

616.6K

% of company

2.41%

Change vs last qtr

—

Held since

—

Cappell Anthony

Insider

480.1K

% of company

1.87%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of Chicago Atlantic Real Estate Finance Inc.

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