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REFI compared with WELL: revenue, margins and what each company keeps, and the suppliers and customers both name
REFI
Chicago Atlantic Real Estate Finance, Inc.
Change
Mkt cap
Revenue
Revenue
WELL
Welltower Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
REFI
Chicago Atlantic Real Estate Finance, Inc.
vs
WELL
Welltower Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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REFI
Chicago Atlantic Real Estate Finance, Inc.
Change
8.83
▲
+1.67%
· post 9.11
Mkt cap
$233.7M
Revenue
$15M
Q2 FY26
Revenue
—
WELL
Welltower Inc.
Change
248.07
▲
+2.86%
· post 248.06
Closed
Nov 4 '26
Mkt cap
$181.9B
Revenue
$3.5B
Q3 FY26
Revenue
$10.7B
FY25
vs
Compare
Closed
Nov 4 '26
REFI
Chicago Atlantic Real Estate Finance, Inc.
vs
WELL
Welltower Inc.
8.83
▲
+1.67%
post 9.11
Price
248.07
▲
+2.86%
post 248.06
$233.7M
Mkt cap
$181.9B
Q2 FY26
$15M
Revenue
$3.5B
Q3 FY26
—
Revenue
$10.7B
FY25
Change
Change
REFI
8.83
▲
+1.67%
vs
WELL
248.07
▲
+2.86%
Closed
Nov 4 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
WELL: latest quarter not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only REFI
2
—
Chicago Atlantic REIT Manager
unlisted
supplier
—
Vireo Growth
unlisted
customer
Shared
0
No shared counterparties.
Only WELL
11
BKD
Brookdale Senior Living
customer
—
Revera
unlisted
supplier
—
Cogir Management
unlisted
supplier
—
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Oakmont Management
unlisted
supplier
7 more · WELL chain
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
REFI, solid
WELL, dashed