Activist & passive stakes

Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.

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Filing

New Amendments All

Stake type

Activist Passive

Min % owned

≥10%≥20%

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All filings, new and amended.1–12 of 12

PassiveAmendment 5Below 5%
Nov 14, 2026
LFST · LifeStance Health Group, Inc.
Summit Partners, L.P.
4.37% · 16,623,824 shSEC
PassiveNew
Nov 13, 2026
KREF · KKR Real Estate Finance Trust Inc.
Morgan Stanley
7% · 4,127,745 shSEC
PassiveAmendment 2
Nov 13, 2026
FWRG · First Watch Restaurant Group, Inc.
Manulife Investment Management (US) LLC
6.17% · 3,810,432 shSEC
PassiveAmendment 4
Nov 13, 2026
Invesco Real Estate Income Trust Inc.
Invesco Advisers, Inc.
8.8% · 2,079,039 shSEC
PassiveAmendment 3Below 5%
Nov 13, 2026
ESTA · Establishment Labs Holdings Inc.
Brown Advisory Inc
3.89% · 1,159,479 shSEC
PassiveAmendment 2
Nov 13, 2026
LND · BrasilAgro - Brazilian Agricultural Real Estate Company
Kopernik Global Investors, LLC
7.7% · 7,902,600 shSEC
PassiveAmendment 5
Nov 13, 2026
Invesco Real Estate Income Trust Inc.
First Trust Capital Management L.P.
46.65% · 1,814,270 shSEC
PassiveAmendment 6
Nov 13, 2026
DRI · Darden Restaurants, Inc.
Capital World Investors
13.6% · 15,443,832 shSEC
PassiveNew
Nov 11, 2026
ARI · Apollo Commercial Real Estate Finance, Inc.
The Goldman Sachs Group, Inc.
5.2% · 6,714,144 shSEC
ActivistAmendment 1
Nov 10, 2026
Core University Living Real Estate Income Trust
CS RE Holdings, LLC
19.1% · 2,625,661 shSEC
PassiveNew
Nov 6, 2026
ARI · Apollo Commercial Real Estate Finance, Inc.
Irenic Capital Management LP
6.5% · 8,410,009 shSEC
ActivistAmendment 4
Nov 4, 2026
Clarion Partners Real Estate Income Fund Inc.
Franklin Templeton, Inc.
48.2% · 93,329 shSEC

Filing	Symbol	Holder	% Owned	Shares	Filed	SEC filing
PassiveAmendment 5Below 5%	LFST	Summit Partners, L.P. in LifeStance Health Group, Inc.	4.37%	16,623,824	Nov 14, 2026	SEC
PassiveNew	KREF	Morgan Stanley in KKR Real Estate Finance Trust Inc.	7%	4,127,745	Nov 13, 2026	SEC
PassiveAmendment 2	FWRG	Manulife Investment Management (US) LLC in First Watch Restaurant Group, Inc.	6.17%	3,810,432	Nov 13, 2026	SEC
PassiveAmendment 4	—	Invesco Advisers, Inc. in Invesco Real Estate Income Trust Inc.	8.8%	2,079,039	Nov 13, 2026	SEC
PassiveAmendment 3Below 5%	ESTA	Brown Advisory Inc in Establishment Labs Holdings Inc.	3.89%	1,159,479	Nov 13, 2026	SEC
PassiveAmendment 2	LND	Kopernik Global Investors, LLC in BrasilAgro - Brazilian Agricultural Real Estate Company	7.7%	7,902,600	Nov 13, 2026	SEC
PassiveAmendment 5	—	First Trust Capital Management L.P. in Invesco Real Estate Income Trust Inc.	46.65%	1,814,270	Nov 13, 2026	SEC
PassiveAmendment 6	DRI	Capital World Investors in Darden Restaurants, Inc.	13.6%	15,443,832	Nov 13, 2026	SEC
PassiveNew	ARI	The Goldman Sachs Group, Inc. in Apollo Commercial Real Estate Finance, Inc.	5.2%	6,714,144	Nov 11, 2026	SEC
ActivistAmendment 1	—	CS RE Holdings, LLC in Core University Living Real Estate Income Trust	19.1%	2,625,661	Nov 10, 2026	SEC
PassiveNew	ARI	Irenic Capital Management LP in Apollo Commercial Real Estate Finance, Inc.	6.5%	8,410,009	Nov 6, 2026	SEC
ActivistAmendment 4	—	Franklin Templeton, Inc. in Clarion Partners Real Estate Income Fund Inc.	48.2%	93,329	Nov 4, 2026	SEC