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5%+ stakes

Finance Insurance and Real Estate (industry group 67), latest filing in May 2026

18 companies with 5%+ holders, every filing linked: Aldabra 4 Liquidity Opportunity Vehicle, Inc., Archimedes Tech SPAC Partners III Co., Bluerock Homes Trust, Inc., Camden Property Trust, Community Healthcare Trust Inc, Crown Castle Inc. and more. Each section is the company's full record from its filings, newest filings first within each section.

18 companies with 5%+ holders on this page (Finance Insurance and Real Estate (industry group 67), latest filing in May 2026), each linked to its filing, starting with Aldabra 4 Liquidity Opportunity Vehicle, Inc., Archimedes Tech SPAC Partners III Co., Bluerock Homes Trust, Inc.. Free check on any of them: https://mentionfox.com/check

On this page

Aldabra 4 Liquidity Opportunity Vehicle, Inc.

At 5% or more2
Filings2
Latest filing2026-05-15

Aldabra 4 Liquidity Opportunity Vehicle, Inc. has 2 Schedule 13D or 13G filings on record since 2026-05-13. 2 holders' latest filing reports 5% or more of class a ordinary shares. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Nathan Leight19.8%7,398,750SCHEDULE 13G, 2026-05-152026-01-21
Adage Capital Management, L.P.5.83%1,750,000SCHEDULE 13G, 2026-05-132026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Aldabra 4 LOV Sponsor Partnership, LLC7,223,75007,223,7500SCHEDULE 13G, 2026-05-15
Nathan Leight7,398,75007,398,7500SCHEDULE 13G, 2026-05-15
Adage Capital Management, L.P.01,750,00001,750,000SCHEDULE 13G, 2026-05-13
Robert Atchinson01,750,00001,750,000SCHEDULE 13G, 2026-05-13
Phillip Gross01,750,00001,750,000SCHEDULE 13G, 2026-05-13

The latest filing identifies Aldabra 4 Liquidity Opportunity Vehicle, Inc. by CUSIP G01900102 and gives its principal executive office as 3725 Leafy Way, Miami, FL 33133 (SCHEDULE 13G, 2026-05-15).

FiledHolderPercentFiling
2026-05-13Adage Capital Management, L.P.5.83%SCHEDULE 13G
2026-05-15Nathan Leight19.8%SCHEDULE 13G
DateRecordFigureOur pageSource
January 22, 2026IPO filing, Form 424B4—IPO filingsSource
December 23, 2025IPO filing, Form S-1—IPO filingsSource

Archimedes Tech SPAC Partners III Co.

At 5% or more1
Filings1
Latest filing2026-05-13

Archimedes Tech SPAC Partners III Co. has 1 Schedule 13D or 13G filing on record since 2026-05-13. 1 holder's latest filing reports 5% or more of ordinary shares, par value $0.0001. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Adage Capital Management, L.P.5.1%1,800,000SCHEDULE 13G, 2026-05-132026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Adage Capital Management, L.P.01,800,00001,800,000SCHEDULE 13G, 2026-05-13
Robert Atchinson01,800,00001,800,000SCHEDULE 13G, 2026-05-13
Phillip Gross01,800,00001,800,000SCHEDULE 13G, 2026-05-13

The latest filing identifies Archimedes Tech SPAC Partners III Co. by CUSIP G0453R105 and gives its principal executive office as 2093 Philadelphia Pike 1968, Claymont, DE 19703 (SCHEDULE 13G, 2026-05-13).

FiledHolderPercentFiling
2026-05-13Adage Capital Management, L.P.5.1%SCHEDULE 13G
DateRecordFigureOur pageSource
July 17, 2026Leadership change: Stephen N. Cannon appointed, Director—Leadership changesSource
May 1, 2026Leadership change: Long Long departs, Chief Executive Officer, and 1 more—Leadership changesSource
January 26, 2026IPO filing, Form 424B4$10 a shareIPO filingsSource
January 26, 2026IPO filing, Form 424B4$10 a shareIPO filingsSource
January 20, 2026IPO filing, Form S-1/A—IPO filingsSource
January 15, 2026IPO filing, Form S-1/A—IPO filingsSource
December 23, 2025IPO filing, Form S-1—IPO filingsSource

Bluerock Homes Trust, Inc.

At 5% or more2
Filings2
Latest filing2026-05-15

Bluerock Homes Trust, Inc. has 2 Schedule 13D or 13G filings on record since 2026-02-10. 2 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Sanda Par Olof14.1%570,749SCHEDULE 13G/A, 2026-02-102025-12-31
David T. Lu6.1%250,279SCHEDULE 13G/A, 2026-05-152026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Sanda Par Olof570,749—570,749—SCHEDULE 13G/A, 2026-02-10
Sand Capital Associates LLC504,922—504,922—SCHEDULE 13G/A, 2026-02-10
Hedgehog Capital LLC209,7140209,7140SCHEDULE 13G/A, 2026-05-15
Hold River LLC40,565040,5650SCHEDULE 13G/A, 2026-05-15
David T. Lu250,2790250,2790SCHEDULE 13G/A, 2026-05-15

The latest filing identifies Bluerock Homes Trust, Inc. by CUSIP 09631H100 and gives its principal executive office as 1345 Avenue of the Americas - 32nd Floor, New York, NY 10105 (SCHEDULE 13G/A, 2026-05-15).

Hedgehog Capital LLC: 5.1% Common Shares Hold River LLC: 1.0% Common Shares David T. Lu: 6.1% Common Shares The percentages used herein are calculated based upon 4,100,861 outstanding Class A common stock.David T. Lu, SCHEDULE 13G/A, 2026-05-15
FiledHolderPercentFiling
2026-02-10Sanda Par Olof14.1%SCHEDULE 13G/A
2026-05-15David T. Lu6.1%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 22, 2026Leadership change: Michael L. Konig appointed, Director—Leadership changesSource

Camden Property Trust

At 5% or more4
Filings6
Latest filing2026-05-06

Camden Property Trust has 6 Schedule 13D or 13G filings on record since 2025-11-05. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.9.3%9,872,008SCHEDULE 13G/A, 2026-01-212025-12-31
Vanguard Portfolio Management8.43%8,836,782SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management7.34%7,688,703SCHEDULE 13G, 2026-04-292026-03-31
Fmr LLC6.7%7,021,584SCHEDULE 13G/A, 2026-05-062026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management12,77408,836,7820SCHEDULE 13G, 2026-04-29
Vanguard Capital Management976,87007,688,7030SCHEDULE 13G, 2026-04-29
Fmr LLC6,790,08407,021,5840SCHEDULE 13G/A, 2026-05-06
Abigail P. Johnson007,021,5840SCHEDULE 13G/A, 2026-05-06
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Camden Property Trust by CUSIP 133131102 and gives its principal executive office as 2800 POST OAK BOULEVARD, SUITE 2700, Houston, TX 77056 (SCHEDULE 13G/A, 2026-05-06).

FiledHolderPercentFiling
2025-11-05Fmr LLC5.1%SCHEDULE 13G
2026-01-21BlackRock, Inc.9.3%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.34%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management8.43%SCHEDULE 13G
2026-05-06Fmr LLC6.7%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 11, 2026Leadership change: Michael P. Gallagher departs, Chief Accounting Officer, and 1 more—Leadership changesSource

Community Healthcare Trust Inc

At 5% or more3
Filings4
Latest filing2026-05-15

Community Healthcare Trust Inc has 4 Schedule 13D or 13G filings on record since 2026-01-21. 3 holders' latest filing reports 5% or more of common stock, $0.01 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.8.4%2,396,124SCHEDULE 13G/A, 2026-01-212025-12-31
Global X Management CO LLC6.96%1,987,199SCHEDULE 13G, 2026-05-152026-03-31
Vanguard Portfolio Management5.19%1,484,311SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.2,216,07502,396,1240SCHEDULE 13G/A, 2026-01-21
Global X Management CO LLC1,987,19901,987,1990SCHEDULE 13G, 2026-05-15
Vanguard Portfolio Management10,50701,484,3110SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Community Healthcare Trust Inc by CUSIP 20369C106 and gives its principal executive office as 3326 Aspen Grove Drive, Suite 150, Franklin, TN 37067 (SCHEDULE 13G, 2026-05-15).

FiledHolderPercentFiling
2026-01-21BlackRock, Inc.8.4%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.19%SCHEDULE 13G
2026-05-15Global X Management CO LLC6.96%SCHEDULE 13G

Crown Castle Inc.

At 5% or more4
Filings7
Latest filing2026-05-15

Crown Castle Inc. has 7 Schedule 13D or 13G filings on record since 2025-08-14. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Layoffs on record: 1 filing or notice, latest 2026-02-04 (layoff filings and notices).

HolderPercentSharesLatestEvent date
Cohen & Steers, Inc.9.35%40,765,560SCHEDULE 13G/A, 2026-05-152026-03-31
Vanguard Portfolio Management8.56%37,345,867SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management7.53%32,868,398SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5.1%22,241,227SCHEDULE 13G, 2026-02-092025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Cohen & Steers, Inc.33,796,759040,765,5600SCHEDULE 13G/A, 2026-05-15
Cohen & Steers Capital Management, Inc.33,580,821040,416,2730SCHEDULE 13G/A, 2026-05-15
Cohen & Steers UK Limited175,7630309,1120SCHEDULE 13G/A, 2026-05-15
Cohen & Steers Asia Limited0000SCHEDULE 13G/A, 2026-05-15
Cohen & Steers Ireland Limited40,175040,1750SCHEDULE 13G/A, 2026-05-15
Vanguard Portfolio Management52,600037,345,8670SCHEDULE 13G, 2026-04-29
Vanguard Capital Management4,538,432032,868,3980SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Crown Castle Inc. by CUSIP 22822V101 and gives its principal executive office as 8020 Katy Freeway, Houston, TX 77024 (SCHEDULE 13G/A, 2026-05-15).

FiledHolderPercentFiling
2025-08-14Cohen & Steers, Inc.7.06%SCHEDULE 13G/A
2025-11-14Cohen & Steers, Inc.8.34%SCHEDULE 13G/A
2026-02-09State Street Corporation5.1%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.53%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management8.56%SCHEDULE 13G
2026-05-15Cohen & Steers, Inc.9.35%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 14, 2026Leadership change: Cathy Piche departs, Chief Operating Officer—Leadership changesSource

Cubesmart

At 5% or more4
Filings5
Latest filing2026-05-11

Cubesmart has 5 Schedule 13D or 13G filings on record since 2026-02-09. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management8.56%19,460,610SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.34%12,141,973SCHEDULE 13G, 2026-04-292026-03-31
Norges Bank5.21%11,823,466SCHEDULE 13G, 2026-05-112026-03-31
State Street Corporation5%11,322,951SCHEDULE 13G, 2026-02-092025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management27,397019,460,6100SCHEDULE 13G, 2026-04-29
Vanguard Capital Management1,897,135012,141,9730SCHEDULE 13G, 2026-04-29
Norges Bank11,814,916011,814,9168,550SCHEDULE 13G, 2026-05-11
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Cubesmart by CUSIP 229663109 and gives its principal executive office as 5 OLD LANCASTER ROAD, MALVERN, PA 19355 (SCHEDULE 13G, 2026-05-11).

FiledHolderPercentFiling
2026-02-09State Street Corporation5%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.34%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management8.56%SCHEDULE 13G
2026-05-11Norges Bank5.21%SCHEDULE 13G

Douglas Emmett Inc

At 5% or more3
Filings5
Latest filing2026-05-13

Douglas Emmett Inc has 5 Schedule 13D or 13G filings on record since 2025-11-05. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management9.89%16,573,066SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.19%8,706,904SCHEDULE 13G, 2026-04-292026-03-31
First Pacific Advisors, LP5.1%8,607,354SCHEDULE 13G, 2026-05-132026-02-12
Fmr LLC4.9%8,216,449SCHEDULE 13G/A, 2025-11-052025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management62,301016,573,0660SCHEDULE 13G, 2026-04-29
Vanguard Capital Management1,375,05908,706,9040SCHEDULE 13G, 2026-04-29
First Pacific Advisors, LP08,607,35408,607,354SCHEDULE 13G, 2026-05-13
Romick Steven T08,607,35408,607,354SCHEDULE 13G, 2026-05-13
Brookman David S08,607,35408,607,354SCHEDULE 13G, 2026-05-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Douglas Emmett Inc by CUSIP 25960P109 and gives its principal executive office as 1299 OCEAN AVENUE, SUITE 1000, SANTA MONICA, CA 90401 (SCHEDULE 13G, 2026-05-13).

FiledHolderPercentFiling
2025-11-05Fmr LLC4.9%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.19%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management9.89%SCHEDULE 13G
2026-05-13First Pacific Advisors, LP5.1%SCHEDULE 13G
DateRecordFigureOur pageSource
April 10, 2026Leadership change: Leslie E. Bider departs, Director, and 1 more—Leadership changesSource

Equity Residential

At 5% or more3
Filings7
Latest filing2026-05-15

Equity Residential has 7 Schedule 13D or 13G filings on record since 2025-07-18. 3 holders' latest filing reports 5% or more of reit. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.10.1%38,248,098SCHEDULE 13G/A, 2025-11-062025-10-31
Vanguard Portfolio Management8.27%31,250,774SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management7.04%26,590,972SCHEDULE 13G, 2026-04-292026-03-31
T. Rowe Price Associates, Inc.4.8%18,228,049SCHEDULE 13G/A, 2026-05-152026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management45,913031,250,7740SCHEDULE 13G, 2026-04-29
Vanguard Capital Management3,746,237026,590,9720SCHEDULE 13G, 2026-04-29
T. Rowe Price Associates, Inc.18,141,253018,228,0490SCHEDULE 13G/A, 2026-05-15
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Equity Residential by CUSIP 29476L107 and gives its principal executive office as TWO NORTH RIVERSIDE PLAZA, SUITE 400, CHICAGO, IL 60606 (SCHEDULE 13G/A, 2026-05-15).

FiledHolderPercentFiling
2025-07-18BlackRock, Inc.9.9%SCHEDULE 13G/A
2025-11-06BlackRock, Inc.10.1%SCHEDULE 13G/A
2026-02-17T. Rowe Price Associates, Inc.5%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.04%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management8.27%SCHEDULE 13G
2026-05-15T. Rowe Price Associates, Inc.4.8%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 17, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
June 8, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
May 21, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Essex Property Trust, Inc.

At 5% or more4
Filings7
Latest filing2026-05-15

Essex Property Trust, Inc. has 7 Schedule 13D or 13G filings on record since 2025-08-07. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management8.52%5,495,779SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management7.56%4,876,667SCHEDULE 13G, 2026-04-292026-03-31
Cohen & Steers, Inc.7.53%4,853,655SCHEDULE 13G/A, 2026-05-152026-03-31
T. Rowe Price Associates, Inc.5.2%3,321,818SCHEDULE 13G, 2025-08-142025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management7,73205,495,7790SCHEDULE 13G, 2026-04-29
Vanguard Capital Management678,39104,876,6670SCHEDULE 13G, 2026-04-29
Cohen & Steers, Inc.3,670,16404,853,6550SCHEDULE 13G/A, 2026-05-15
Cohen & Steers Capital Management, Inc.3,634,55004,788,6380SCHEDULE 13G/A, 2026-05-15
Cohen & Steers UK Limited30,335059,7380SCHEDULE 13G/A, 2026-05-15
Cohen & Steers Asia Limited0000SCHEDULE 13G/A, 2026-05-15
Cohen & Steers Ireland Limited5,27905,2790SCHEDULE 13G/A, 2026-05-15
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Essex Property Trust, Inc. by CUSIP 297178105 and gives its principal executive office as 1100 Park Place, Suite 200, San Mateo, CA 94403 (SCHEDULE 13G/A, 2026-05-15).

FiledHolderPercentFiling
2025-08-07Cohen & Steers, Inc.10.32%SCHEDULE 13G/A
2025-08-14T. Rowe Price Associates, Inc.5.2%SCHEDULE 13G
2025-08-14Cohen & Steers, Inc.8.7%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.56%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management8.52%SCHEDULE 13G
2026-05-15Cohen & Steers, Inc.7.53%SCHEDULE 13G/A

Idea Acquisition Corp

At 5% or more1
Filings1
Latest filing2026-05-15

Idea Acquisition Corp has 1 Schedule 13D or 13G filing on record since 2026-05-15. 1 holder's latest filing reports 5% or more of class a ordinary shares, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Polar Asset Management Partners Inc.5.1%2,250,000SCHEDULE 13G, 2026-05-152026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Polar Asset Management Partners Inc.2,250,00002,250,0000SCHEDULE 13G, 2026-05-15

The latest filing identifies Idea Acquisition Corp by CUSIP 45669P101 and gives its principal executive office as 1010 Wilshire Boulevard, Suite 1604, Los Angeles, CA 90017 (SCHEDULE 13G, 2026-05-15).

FiledHolderPercentFiling
2026-05-15Polar Asset Management Partners Inc.5.1%SCHEDULE 13G
DateRecordFigureOur pageSource
February 11, 2026IPO filing, Form 424B4—IPO filingsSource
January 6, 2026IPO filing, Form S-1/A—IPO filingsSource
October 22, 2025IPO filing, Form S-1—IPO filingsSource

Iron Mountain, Inc.

At 5% or more2
Filings6
Latest filing2026-05-07

Iron Mountain, Inc. has 6 Schedule 13D or 13G filings on record since 2025-11-14. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management8.42%25,051,135SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management7.35%21,872,303SCHEDULE 13G, 2026-04-302026-03-31
Cohen & Steers, Inc.4.89%14,555,629SCHEDULE 13G/A, 2026-05-072026-04-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management35,578025,051,1350SCHEDULE 13G, 2026-04-29
Vanguard Capital Management3,113,414021,872,3030SCHEDULE 13G, 2026-04-30
Cohen & Steers, Inc.11,657,422014,555,6290SCHEDULE 13G/A, 2026-05-07
Cohen & Steers Capital Management, Inc.11,580,917014,397,6900SCHEDULE 13G/A, 2026-05-07
Cohen & Steers UK Limited60,0850141,5190SCHEDULE 13G/A, 2026-05-07
Cohen & Steers Asia Limited0000SCHEDULE 13G/A, 2026-05-07
Cohen & Steers Ireland Limited16,420016,4200SCHEDULE 13G/A, 2026-05-07
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Iron Mountain, Inc. by CUSIP 46284V101 and gives its principal executive office as 85 New Hampshire Avenue, Suite 150, Portsmouth, NH 03801 (SCHEDULE 13G/A, 2026-05-07).

FiledHolderPercentFiling
2025-11-14Cohen & Steers, Inc.5.43%SCHEDULE 13G
2026-02-13Cohen & Steers, Inc.6.46%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management8.42%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.35%SCHEDULE 13G
2026-05-07Cohen & Steers, Inc.4.89%SCHEDULE 13G/A

Janus Living, Inc.

At 5% or more1
Filings1
Latest filing2026-05-14

Janus Living, Inc. has 1 Schedule 13D or 13G filing on record since 2026-05-14. 1 holder's latest filing reports 5% or more of class a-1 common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Healthpeak Properties, Inc.81.6%214,734,026SCHEDULE 13G, 2026-05-142026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Healthpeak Properties, Inc.214,734,0260214,734,0260SCHEDULE 13G, 2026-05-14
Janus Member, LLC0214,734,0260214,734,026SCHEDULE 13G, 2026-05-14

The latest filing identifies Janus Living, Inc. by CUSIP 471024109 and gives its principal executive office as 4600 South Syracuse Street, Suite 500, Denver, CO 80237 (SCHEDULE 13G, 2026-05-14).

FiledHolderPercentFiling
2026-05-14Healthpeak Properties, Inc.81.6%SCHEDULE 13G

K&F Growth Acquisition Corp. II

At 5% or more1
Filings2
Latest filing2026-05-15

K&F Growth Acquisition Corp. II has 2 Schedule 13D or 13G filings on record since 2025-08-12. 1 holder's latest filing reports 5% or more of class a ordinary shares, $0.0001 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Barclays PLC7.13%2,117,069SCHEDULE 13G, 2025-08-122025-06-30
Westchester Capital Management, LLC4.98%1,476,268SCHEDULE 13G/A, 2026-05-152026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Barclays PLC2,117,06632,117,0663SCHEDULE 13G, 2025-08-12
Westchester Capital Management, LLC57,3141,418,95457,3141,418,954SCHEDULE 13G/A, 2026-05-15
Virtus Investment Advisers, LLC01,418,95401,418,954SCHEDULE 13G/A, 2026-05-15
The Merger Fund01,401,86001,401,860SCHEDULE 13G/A, 2026-05-15

The latest filing identifies K&F Growth Acquisition Corp. II by CUSIP G52258111 and gives its principal executive office as 1219 Morningside Drive, Suite 110, Manhattan Beach, CA 90266 (SCHEDULE 13G/A, 2026-05-15).

FiledHolderPercentFiling
2025-08-12Barclays PLC7.13%SCHEDULE 13G
2026-05-15Westchester Capital Management, LLC4.98%SCHEDULE 13G/A
DateRecordFigureOur pageSource
February 6, 2025IPO filing, Form 424B4—IPO filingsSource
January 30, 2025IPO filing, Form S-1/A—IPO filingsSource
January 23, 2025IPO filing, Form S-1/A—IPO filingsSource
December 10, 2024IPO filing, Form S-1/A—IPO filingsSource
October 31, 2024IPO filing, Form S-1—IPO filingsSource

Kimco Realty Corporation

At 5% or more3
Filings5
Latest filing2026-05-15

Kimco Realty Corporation has 5 Schedule 13D or 13G filings on record since 2025-08-14. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management8.56%58,187,353SCHEDULE 13G, 2026-04-292026-03-31
Cohen & Steers, Inc.7.93%53,894,103SCHEDULE 13G/A, 2026-05-152026-03-31
Vanguard Capital Management7.52%51,144,208SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management81,007058,187,3530SCHEDULE 13G, 2026-04-29
Cohen & Steers, Inc.38,015,715053,894,1030SCHEDULE 13G/A, 2026-05-15
Cohen & Steers Capital Management, Inc.37,671,175053,035,9680SCHEDULE 13G/A, 2026-05-15
Cohen & Steers UK Limited288,8990802,4940SCHEDULE 13G/A, 2026-05-15
Cohen & Steers Asia Limited0000SCHEDULE 13G/A, 2026-05-15
Cohen & Steers Ireland Limited55,641055,6410SCHEDULE 13G/A, 2026-05-15
Vanguard Capital Management7,120,269051,144,2080SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Kimco Realty Corporation by CUSIP 49446R109 and gives its principal executive office as 500 North Broadway, Suite 201, Jericho, NY 11753 (SCHEDULE 13G/A, 2026-05-15).

FiledHolderPercentFiling
2025-08-14Cohen & Steers, Inc.6.38%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management8.56%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.52%SCHEDULE 13G
2026-05-15Cohen & Steers, Inc.7.93%SCHEDULE 13G/A

Meshflow Acquisition Corp

At 5% or more2
Filings2
Latest filing2026-05-12

Meshflow Acquisition Corp has 2 Schedule 13D or 13G filings on record since 2026-02-19. 2 holders' latest filing reports 5% or more of class a ordinary shares, $0.0001 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Meshflow Acquisition Sponsor LLC18.7%8,080,000SCHEDULE 13G, 2026-02-192025-12-09
Hudson Bay Capital Management LP5.09%1,755,999SCHEDULE 13G, 2026-05-122026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Meshflow Acquisition Sponsor LLC8,080,00008,080,0000SCHEDULE 13G, 2026-02-19
Bartosz Lipinski8,080,00008,080,0000SCHEDULE 13G, 2026-02-19
Hudson Bay Capital Management LP01,755,99901,755,999SCHEDULE 13G, 2026-05-12
Sander Gerber01,755,99901,755,999SCHEDULE 13G, 2026-05-12

The latest filing identifies Meshflow Acquisition Corp by CUSIP G6032N101 and gives its principal executive office as 406 N. SANGAMON STREET, CHICAGO, IL 60642 (SCHEDULE 13G, 2026-05-12).

FiledHolderPercentFiling
2026-02-19Meshflow Acquisition Sponsor LLC18.7%SCHEDULE 13G
2026-05-12Hudson Bay Capital Management LP5.09%SCHEDULE 13G
DateRecordFigureOur pageSource
December 11, 2025IPO filing, Form 424B4—IPO filingsSource
November 20, 2025IPO filing, Form S-1/A—IPO filingsSource
September 10, 2025IPO filing, Form S-1—IPO filingsSource

Pelican Acquisition Corp

At 5% or more1
Filings6
Latest filing2026-05-15

Pelican Acquisition Corp has 6 Schedule 13D or 13G filings on record since 2026-02-06. 1 holder's latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Decagon Asset Management LLP8.66%1,038,901SCHEDULE 13G, 2026-02-172025-12-31
Meteora Capital, LLC0%0SCHEDULE 13G/A, 2026-05-152026-03-31
Merus Global Investments, LLC0%0SCHEDULE 13G/A, 2026-05-152026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Decagon Asset Management LLP01,038,90101,038,901SCHEDULE 13G, 2026-02-17
Benjamin John Durham01,038,90101,038,901SCHEDULE 13G, 2026-02-17
Meteora Capital, LLC0000SCHEDULE 13G/A, 2026-05-15
Merus Global Investments, LLC0000SCHEDULE 13G/A, 2026-05-15

The latest filing identifies Pelican Acquisition Corp by CUSIP G6993G103 and gives its principal executive office as 1185 Avenue Of The Americas, Suite 301, New York, NY 10036 (SCHEDULE 13G/A, 2026-05-15).

FiledHolderPercentFiling
2026-02-06Meteora Capital, LLC6.26%SCHEDULE 13G
2026-02-06Meteora Capital, LLC0%SCHEDULE 13G/A
2026-02-17Decagon Asset Management LLP8.66%SCHEDULE 13G
2026-03-05Merus Global Investments, LLC5.3%SCHEDULE 13G
2026-05-15Merus Global Investments, LLC0%SCHEDULE 13G/A
2026-05-15Meteora Capital, LLC0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
May 23, 2025IPO filing, Form 424B4$10 a shareIPO filingsSource
May 20, 2025IPO filing, Form S-1/A—IPO filingsSource
May 2, 2025IPO filing, Form S-1/A—IPO filingsSource
May 1, 2025IPO filing, Form S-1/A—IPO filingsSource
April 9, 2025IPO filing, Form S-1—IPO filingsSource

Phillips Edison & Company, Inc.

At 5% or more2
Filings6
Latest filing2026-05-15

Phillips Edison & Company, Inc. has 6 Schedule 13D or 13G filings on record since 2025-11-12. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management10.82%13,612,487SCHEDULE 13G, 2026-02-052026-01-30
Vanguard Capital Management5.35%6,739,554SCHEDULE 13G, 2026-04-302026-03-31
Wellington Management Group LLP4.1%5,212,095SCHEDULE 13G/A, 2026-05-152026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management1,044,26006,739,5540SCHEDULE 13G, 2026-04-30
Wellington Management Group LLP04,238,90005,212,095SCHEDULE 13G/A, 2026-05-15
Wellington Group Holdings LLP04,238,90005,212,095SCHEDULE 13G/A, 2026-05-15
Wellington Investment Advisors Holdings LLP04,238,90005,212,095SCHEDULE 13G/A, 2026-05-15
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Phillips Edison & Company, Inc. by CUSIP 71844V201 and gives its principal executive office as 11501 Northlake Drive, Cincinnati (SCHEDULE 13G/A, 2026-05-15).

FiledHolderPercentFiling
2025-11-12Wellington Management Group LLP4.8%SCHEDULE 13G/A
2026-02-05Vanguard Portfolio Management10.82%SCHEDULE 13G
2026-02-10Wellington Management Group LLP5%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.35%SCHEDULE 13G
2026-05-15Wellington Management Group LLP4.1%SCHEDULE 13G/A

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

All 5%+ stakes

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