Activist & passive stakes
Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.
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Amendments only.1–4 of 4
- PassiveAmendment 5Nov 13, 2026Invesco Real Estate Income Trust Inc.First Trust Capital Management L.P.46.65% · 1,814,270 shSEC
- PassiveAmendment 6Nov 13, 2026Capital World Investors13.6% · 15,443,832 shSEC
- ActivistAmendment 1Nov 10, 2026Core University Living Real Estate Income TrustCS RE Holdings, LLC19.1% · 2,625,661 shSEC
- ActivistAmendment 4Nov 4, 2026Clarion Partners Real Estate Income Fund Inc.Franklin Templeton, Inc.48.2% · 93,329 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
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 |
ActivistAmendment 1 | — | CS RE Holdings, LLC in Core University Living Real Estate Income Trust | 19.1% | 2,625,661 | Nov 10, 2026 | SEC |
ActivistAmendment 4 | — | Franklin Templeton, Inc. in Clarion Partners Real Estate Income Fund Inc. | 48.2% | 93,329 | Nov 4, 2026 | SEC |