Follow-The-Filings

Security

REFI

Chicago Atlantic Real Estate · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

5 owners 1 exit max 0.0% (Vanguard Group Inc.)

grid → activity →
owners 5
max % 0.0%
tracked value $13M
qoq A 1 R 3 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 942,423 $12M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 51,000 $577 hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 49,595 $561 hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 18,771 $212 hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 10,632 $130 hist
Ken Griffin - Citadel Advisors LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 80,463 $986 hist

5 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — — —
Gross profit — — —
Gross margin — — —
Net income $38.71M $37.05M $36.01M
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $359.23M $435.15M $424.92M
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $271.85M $308.96M $307.81M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $28.42M $23.16M $28.79M
Cash from investing -$1.93M -$39.3M $8.74M
Cash from financing -$24.31M $34.64M -$48.98M
Net change in cash * $2.18M $18.5M -$11.45M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders