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5%+ stakes

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

23 companies with 5%+ holders, every filing linked: AMR Resources Acquisition Corp, Arbor Realty Trust Inc, Ares Commercial Real Estate Corp, ARMOUR Residential REIT Inc, Brandywine Realty Trust, Chimera Investment Corp and more. Each section is the company's full record from its filings, newest filings first within each section.

23 companies with 5%+ holders on this page (Finance Insurance and Real Estate (industry group 67), latest filing in July 2026), each linked to its filing, starting with AMR Resources Acquisition Corp, Arbor Realty Trust Inc, Ares Commercial Real Estate Corp. Free check on any of them: https://mentionfox.com/check

On this page

AMR Resources Acquisition Corp

At 5% or more1
Filings1
Latest filing2026-07-28

AMR Resources Acquisition Corp has 1 Schedule 13D or 13G filing on record since 2026-07-28. 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
Linden Capital L.P.8%2,125,000SCHEDULE 13G, 2026-07-282026-07-24
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Linden Capital L.P.02,125,00002,125,000SCHEDULE 13G, 2026-07-28
Linden GP LLC02,125,00002,125,000SCHEDULE 13G, 2026-07-28
Linden Advisors LP02,125,00002,125,000SCHEDULE 13G, 2026-07-28
Siu Min Wong02,125,00002,125,000SCHEDULE 13G, 2026-07-28

The latest filing identifies AMR Resources Acquisition Corp by CUSIP G03456129 and gives its principal executive office as 71 Fort Street, PO Box 500, Grand Cayman (SCHEDULE 13G, 2026-07-28).

FiledHolderPercentFiling
2026-07-28Linden Capital L.P.8%SCHEDULE 13G
DateRecordFigureOur pageSource
July 21, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
July 17, 2026IPO filing, Form 424B4—IPO filingsSource
June 29, 2026IPO filing, Form S-1/A—IPO filingsSource
June 26, 2026IPO filing, Form S-1—IPO filingsSource

Arbor Realty Trust Inc

At 5% or more4
Filings7
Latest filing2026-11-04

Arbor Realty Trust Inc has 7 Schedule 13D or 13G filings on record since 2026-02-13. 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.7.4%13,605,216SCHEDULE 13G/A, 2026-11-042026-10-31
Ivan Kaufman7.2%15,143,777SCHEDULE 13G, 2026-02-132025-12-31
Arbor Commercial Mortgage, LLC6.2%13,019,800SCHEDULE 13G, 2026-02-132025-12-31
Vanguard Capital Management5.08%9,777,693SCHEDULE 13G, 2026-07-312026-06-30
Vanguard Portfolio Management4.76%8,881,084SCHEDULE 13G/A, 2026-10-302026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.13,230,826013,605,2160SCHEDULE 13G/A, 2026-11-04
Ivan Kaufman2,123,97713,019,8002,123,97713,019,800SCHEDULE 13G, 2026-02-13
Vanguard Capital Management1,467,64009,777,6930SCHEDULE 13G, 2026-07-31
Vanguard Portfolio Management79,60208,881,0840SCHEDULE 13G/A, 2026-10-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Arbor Realty Trust Inc by CUSIP 038923108 and gives its principal executive office as 333 EARLE OVINGTON BLVD, STE.900, UNIONDALE, NY 11553 (SCHEDULE 13G/A, 2026-11-04).

FiledHolderPercentFiling
2026-02-13Ivan Kaufman7.2%SCHEDULE 13G
2026-02-13Arbor Commercial Mortgage, LLC6.2%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management5%SCHEDULE 13G
2026-07-31Vanguard Capital Management5.08%SCHEDULE 13G
2026-10-30Vanguard Portfolio Management4.76%SCHEDULE 13G/A
2026-11-04BlackRock, Inc.7.4%SCHEDULE 13G/A

Ares Commercial Real Estate Corp

At 5% or more1
Filings2
Latest filing2026-07-31

Ares Commercial Real Estate Corp has 2 Schedule 13D or 13G filings on record since 2026-03-26. 1 holder's 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 Capital Management5.01%2,781,800SCHEDULE 13G, 2026-07-312026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management367,06802,781,8000SCHEDULE 13G, 2026-07-31
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Ares Commercial Real Estate Corp by CUSIP 04013V108 and gives its principal executive office as 245 Park Avenue, 42th Floor, New York, NY 10167 (SCHEDULE 13G, 2026-07-31).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-07-31Vanguard Capital Management5.01%SCHEDULE 13G

ARMOUR Residential REIT Inc

At 5% or more3
Filings7
Latest filing2026-07-31

ARMOUR Residential REIT Inc has 7 Schedule 13D or 13G filings on record since 2025-07-07. 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
BlackRock, Inc.16%19,809,053SCHEDULE 13G/A, 2026-07-272026-06-30
Vanguard Portfolio Management5.46%6,713,586SCHEDULE 13G, 2026-04-282026-03-31
Vanguard Capital Management5.29%6,567,323SCHEDULE 13G, 2026-07-312026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.19,568,564019,809,0530SCHEDULE 13G/A, 2026-07-27
Vanguard Portfolio Management43,40706,713,5860SCHEDULE 13G, 2026-04-28
Vanguard Capital Management974,16206,567,3230SCHEDULE 13G, 2026-07-31

The latest filing identifies ARMOUR Residential REIT Inc by CUSIP 042315705 and gives its principal executive office as 3001 Ocean Drive, Suite 201, Vero Beach, FL 32963 (SCHEDULE 13G, 2026-07-31).

FiledHolderPercentFiling
2025-07-07The Vanguard Group10.82%SCHEDULE 13G/A
2025-07-17BlackRock, Inc.15.8%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-24BlackRock, Inc.14%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management5.46%SCHEDULE 13G
2026-07-27BlackRock, Inc.16%SCHEDULE 13G/A
2026-07-31Vanguard Capital Management5.29%SCHEDULE 13G
DateRecordFigureOur pageSource
April 30, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Brandywine Realty Trust

At 5% or more2
Filings11
Latest filing2026-10-30

Brandywine Realty Trust has 11 Schedule 13D or 13G filings on record since 2025-10-30. 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
BlackRock, Inc.9.4%16,254,828SCHEDULE 13G/A, 2026-02-062026-01-31
BlackRock Portfolio Management LLC5.2%9,003,402SCHEDULE 13G, 2026-07-172026-06-30
Vanguard Portfolio Management4.98%8,700,286SCHEDULE 13G/A, 2026-10-302026-09-30
Vanguard Capital Management4.98%8,704,949SCHEDULE 13G/A, 2026-10-302026-09-30
State Street Corporation4.6%8,017,351SCHEDULE 13G, 2026-02-092025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock Portfolio Management LLC8,485,02509,003,4020SCHEDULE 13G, 2026-07-17
Vanguard Portfolio Management70,33008,700,2860SCHEDULE 13G/A, 2026-10-30
Vanguard Capital Management1,326,75708,704,9490SCHEDULE 13G/A, 2026-10-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Brandywine Realty Trust by CUSIP 105368203 and gives its principal executive office as 555 East Lancaster Avenue, Suite 100, Radnor, PA 19087 (SCHEDULE 13G/A, 2026-10-30).

FiledHolderPercentFiling
2025-10-30The Vanguard Group14.92%SCHEDULE 13G/A
2026-01-21BlackRock, Inc.16.5%SCHEDULE 13G/A
2026-01-30The Vanguard Group12.53%SCHEDULE 13G/A
2026-02-06BlackRock, Inc.9.4%SCHEDULE 13G/A
2026-02-09State Street Corporation4.6%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.06%SCHEDULE 13G
2026-07-17BlackRock Portfolio Management LLC5.2%SCHEDULE 13G
2026-07-31Vanguard Capital Management5.01%SCHEDULE 13G
2026-10-30Vanguard Capital Management4.98%SCHEDULE 13G/A
2026-10-30Vanguard Portfolio Management4.98%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 17, 2026Leadership change: Terri Herubin appointed—Leadership changesSource

Chimera Investment Corp

At 5% or more1
Filings4
Latest filing2026-10-30

Chimera Investment Corp has 4 Schedule 13D or 13G filings on record since 2026-02-19. 1 holder's 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
Thornburg Investment Management6.34%5,269,354SCHEDULE 13G, 2026-02-192025-12-31
Vanguard Capital Management4.98%4,174,106SCHEDULE 13G/A, 2026-10-302026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Thornburg Investment Management5,269,35405,269,3540SCHEDULE 13G, 2026-02-19
Vanguard Capital Management624,70204,174,1060SCHEDULE 13G/A, 2026-10-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Chimera Investment Corp by CUSIP 16934Q802 and gives its principal executive office as 630 5th Ave, Suite 2400, New York, NY 10111 (SCHEDULE 13G/A, 2026-10-30).

FiledHolderPercentFiling
2026-02-19Thornburg Investment Management6.34%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-07-31Vanguard Capital Management5%SCHEDULE 13G
2026-10-30Vanguard Capital Management4.98%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 1, 2025Acquired HomeXpress Mortgage Corp.$120MAcquisitionSource

Copt Defense Properties

At 5% or more5
Filings6
Latest filing2026-07-16

Copt Defense Properties has 6 Schedule 13D or 13G filings on record since 2025-07-18. 5 holders' latest filing reports 5% or more of common shares of beneficial interest, $0.01 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.14.7%16,648,577SCHEDULE 13G/A, 2025-07-182025-06-30
Vanguard Portfolio Management10.18%11,531,763SCHEDULE 13G, 2026-02-052026-01-30
AllianceBernstein L.P.7.5%8,457,373SCHEDULE 13G/A, 2025-11-142025-09-30
Vanguard Capital Management5.3%6,008,678SCHEDULE 13G, 2026-04-292026-03-31
Jpmorgan Chase & Co5.3%6,026,027SCHEDULE 13G, 2026-07-162026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management044,593011,531,763SCHEDULE 13G, 2026-02-05
Vanguard Capital Management954,79306,008,6780SCHEDULE 13G, 2026-04-29
Jpmorgan Chase & Co5,759,88206,023,6821,549SCHEDULE 13G, 2026-07-16
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Copt Defense Properties by CUSIP 22002T108 and gives its principal executive office as 6711 COLUMBIA GATEWAY DRIVE, SUITE 300, COLUMBIA, MD 21046 (SCHEDULE 13G, 2026-07-16).

FiledHolderPercentFiling
2025-07-18BlackRock, Inc.14.7%SCHEDULE 13G/A
2025-11-14AllianceBernstein L.P.7.5%SCHEDULE 13G/A
2026-02-05Vanguard Portfolio Management10.18%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.3%SCHEDULE 13G
2026-07-16Jpmorgan Chase & Co5.3%SCHEDULE 13G

Cross Timbers Royalty Trust

At 5% or more1
Filings4
Latest filing2026-10-30

Cross Timbers Royalty Trust has 4 Schedule 13D or 13G filings on record since 2026-03-27. 1 holder's latest filing reports 5% or more of units of beneficial interest. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
SoftVest Advisors, LLC17%1,019,426SCHEDULE 13G/A, 2026-10-302026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
SoftVest Advisors, LLC01,019,42601,019,426SCHEDULE 13G/A, 2026-10-30
SoftVest GP I, LLC01,019,42601,019,426SCHEDULE 13G/A, 2026-10-30
SoftVest, LP01,019,42601,019,426SCHEDULE 13G/A, 2026-10-30
Eric L. Oliver01,019,42601,019,426SCHEDULE 13G/A, 2026-10-30

The latest filing identifies Cross Timbers Royalty Trust by CUSIP 22757R109 and gives its principal executive office as c/o The Corporate Trustee: Argent Trust, 3838 Oak Lawn Ave, Suite 1720, Dallas, TX 75219-4518 (SCHEDULE 13G/A, 2026-10-30).

FiledHolderPercentFiling
2026-03-27SoftVest Advisors, LLC10.49%SCHEDULE 13G
2026-06-02SoftVest Advisors, LLC14.26%SCHEDULE 13G/A
2026-07-09SoftVest Advisors, LLC15.42%SCHEDULE 13G/A
2026-10-30SoftVest Advisors, LLC17%SCHEDULE 13G/A

Elme Communities

At 5% or more1
Filings8
Latest filing2026-07-13

Elme Communities has 8 Schedule 13D or 13G filings on record since 2026-01-13. 1 holder's latest filing reports 5% or more of shares of beneficial interest, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Highbridge Capital Management LLC8.4%7,496,036SCHEDULE 13G/A, 2026-05-152026-03-31
Millennium Management LLC2.5%2,196,199SCHEDULE 13G/A, 2026-07-132026-06-30
State Street Corporation0.1%110,287SCHEDULE 13G, 2026-05-122026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
BlackRock, Inc.0%8,686SCHEDULE 13G/A, 2026-02-062026-01-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Highbridge Capital Management LLC7,496,03607,496,0360SCHEDULE 13G/A, 2026-05-15
Millennium Management LLC02,196,19902,196,199SCHEDULE 13G/A, 2026-07-13
Millennium Group Management LLC02,196,19902,196,199SCHEDULE 13G/A, 2026-07-13
Israel A. Englander02,196,19902,196,199SCHEDULE 13G/A, 2026-07-13
State Street Corporation0101,0200110,287SCHEDULE 13G, 2026-05-12
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Elme Communities by CUSIP 939653101 and gives its principal executive office as 7550 Wisconsin Avenue, Suite 900, Bethesda, MD 20814 (SCHEDULE 13G/A, 2026-07-13).

FiledHolderPercentFiling
2026-01-13Millennium Management LLC5.3%SCHEDULE 13G
2026-02-05The Vanguard Group7.1%SCHEDULE 13G/A
2026-02-06BlackRock, Inc.0%SCHEDULE 13G/A
2026-02-17Highbridge Capital Management, LLC6.4%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-05-12State Street Corporation0.1%SCHEDULE 13G
2026-05-15Highbridge Capital Management LLC8.4%SCHEDULE 13G/A
2026-07-13Millennium Management LLC2.5%SCHEDULE 13G/A
DateRecordFigureOur pageSource
November 6, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Global Net Lease, Inc.

At 5% or more4
Filings6
Latest filing2026-07-24

Global Net Lease, Inc. has 6 Schedule 13D or 13G filings on record since 2025-07-29. 4 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
Vanguard Portfolio Management9.56%20,479,929SCHEDULE 13G, 2026-04-292026-03-31
Bellevue Capital Partners, LLC7.5%15,489,064SCHEDULE 13D/A, 2026-07-242026-07-24
State Street Corporation5.1%11,472,712SCHEDULE 13G, 2025-08-112025-06-30
Vanguard Capital Management5.08%10,901,756SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management76,224020,479,9290SCHEDULE 13G, 2026-04-29
Bellevue Capital Partners, LLC015,489,064015,489,064SCHEDULE 13D/A, 2026-07-24
Mwm Pic, LLC013,910,645013,910,645SCHEDULE 13D/A, 2026-07-24
Mwm I, LLC026,140026,140SCHEDULE 13D/A, 2026-07-24
AR Capital LLC016,481016,481SCHEDULE 13D/A, 2026-07-24
American Realty Capital Global II Special LP LLC06,72506,725SCHEDULE 13D/A, 2026-07-24
Nicholas S. Schorsch015,988,273015,988,273SCHEDULE 13D/A, 2026-07-24
Nicholas S. Schorsch 2016 Grantor Retained Annuity Trust0404,1140404,114SCHEDULE 13D/A, 2026-07-24
Vanguard Capital Management1,657,515010,901,7560SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Global Net Lease, Inc. by CUSIP 379378201 and gives its principal executive office as 650 FIFTH AVE, 30TH FLOOR, NEW YORK, NY 10019 (SCHEDULE 13D/A, 2026-07-24).

FiledHolderPercentFiling
2025-07-29The Vanguard Group14.45%SCHEDULE 13G/A
2025-08-11State Street Corporation5.1%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.08%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management9.56%SCHEDULE 13G
2026-07-24Bellevue Capital Partners, LLC7.5%SCHEDULE 13D/A
DateRecordFigureOur pageSource
April 2, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Interdigital Inc

At 5% or more4
Filings7
Latest filing2026-07-08

Interdigital Inc has 7 Schedule 13D or 13G filings on record since 2025-11-14. 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.

HolderPercentSharesLatestEvent date
BlackRock, Inc.13.1%3,361,093SCHEDULE 13G/A, 2026-04-242026-03-31
T. Rowe Price Associates, Inc.10.1%2,614,905SCHEDULE 13G/A, 2026-07-082026-06-30
Vanguard Portfolio Management6.28%1,613,294SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.22%1,343,136SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.3,293,80203,361,0930SCHEDULE 13G/A, 2026-04-24
T. Rowe Price Associates, Inc.2,604,05702,614,9050SCHEDULE 13G/A, 2026-07-08
Vanguard Portfolio Management23,09001,613,2940SCHEDULE 13G, 2026-04-29
Vanguard Capital Management196,37701,343,1360SCHEDULE 13G, 2026-04-30

The latest filing identifies Interdigital Inc by CUSIP 45867G101 and gives its principal executive office as 200 BELLEVUE PARKWAY, WILMINGTON, DE 19809-3727 (SCHEDULE 13G/A, 2026-07-08).

FiledHolderPercentFiling
2025-11-14T. Rowe Price Associates, Inc.5.3%SCHEDULE 13G
2026-02-17T. Rowe Price Associates, Inc.8.6%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-24BlackRock, Inc.13.1%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.28%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.22%SCHEDULE 13G
2026-07-08T. Rowe Price Associates, Inc.10.1%SCHEDULE 13G/A

JOINT Corp

At 5% or more3
Filings10
Latest filing2026-07-28

JOINT Corp has 10 Schedule 13D or 13G filings on record since 2025-07-10. 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
Bandera Partners LLC27.9%3,937,296SCHEDULE 13D/A, 2026-03-162026-03-13
Jobson Charles E12.5%1,793,854SCHEDULE 13G/A, 2026-05-152026-05-13
Skylands Capital, LLC6%890,045SCHEDULE 13G, 2026-01-082025-12-31
BlackRock, Inc.1.9%267,616SCHEDULE 13G/A, 2026-07-282026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Jobson Charles E1,793,85401,793,8540SCHEDULE 13G/A, 2026-05-15
BlackRock, Inc.267,6160267,6160SCHEDULE 13G/A, 2026-07-28
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies JOINT Corp by CUSIP 47973J102 and gives its principal executive office as 16767 N PERIMETER DRIVE SUITE 110, SCOTTSDALE, AZ 85260 (SCHEDULE 13G/A, 2026-07-28).

FiledHolderPercentFiling
2025-07-10Skylands Capital, LLC5.1%SCHEDULE 13G
2025-08-21Jobson Charles E7%SCHEDULE 13G/A
2025-11-13Jobson Charles E10.1%SCHEDULE 13G/A
2026-01-07Bandera Partners LLC26.5%SCHEDULE 13D/A
2026-01-08Skylands Capital, LLC6%SCHEDULE 13G
2026-03-16Bandera Partners LLC27.9%SCHEDULE 13D/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-23Jobson Charles E11.4%SCHEDULE 13G/A
2026-05-15Jobson Charles E12.5%SCHEDULE 13G/A
2026-07-28BlackRock, Inc.1.9%SCHEDULE 13G/A

Margaree Acquisition Corp.

At 5% or more2
Filings2
Latest filing2026-07-20

Margaree Acquisition Corp. has 2 Schedule 13D or 13G filings on record since 2026-07-20. 2 holders' latest filing reports 5% or more of common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Mark N. Tompkins75%7,500,000SCHEDULE 13G, 2026-07-202026-07-17
Ian S. Jacobs25%2,500,000SCHEDULE 13G, 2026-07-202026-07-17
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Mark N. Tompkins7,500,00007,500,0000SCHEDULE 13G, 2026-07-20
Ian S. Jacobs2,500,00002,500,0000SCHEDULE 13G, 2026-07-20

The latest filing identifies Margaree Acquisition Corp. by CUSIP 000000000 and gives its principal executive office as 55 NE 5th Ave., Suite 401, Boca Raton, FL 33432 (SCHEDULE 13G, 2026-07-20).

FiledHolderPercentFiling
2026-07-20Ian S. Jacobs25%SCHEDULE 13G
2026-07-20Mark N. Tompkins75%SCHEDULE 13G

Meridian3 Industrials Acquisition Corp

At 5% or more2
Filings2
Latest filing2026-11-04

Meridian3 Industrials Acquisition Corp has 2 Schedule 13D or 13G filings on record since 2026-07-08. 2 holders' 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
F. Jeremey Mistry23.3%3,268,750SCHEDULE 13G, 2026-11-042026-09-30
MMCAP International Inc. SPC7.5%1,500,000SCHEDULE 13G, 2026-07-082026-07-02
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Meridian3 Partners Sponsor LLC02,450,00002,450,000SCHEDULE 13G, 2026-11-04
Meridian3 Capital SPC - Meridian3 Industrials Acquisition SP03,243,75003,243,750SCHEDULE 13G, 2026-11-04
F. Jeremey Mistry25,0003,243,75025,0003,243,750SCHEDULE 13G, 2026-11-04
David Bulley25,0003,243,75025,0003,243,750SCHEDULE 13G, 2026-11-04
MMCAP International Inc. SPC01,500,00001,500,000SCHEDULE 13G, 2026-07-08
MM Asset Management Inc.01,500,00001,500,000SCHEDULE 13G, 2026-07-08

The latest filing identifies Meridian3 Industrials Acquisition Corp by CUSIP G6029D108 and gives its principal executive office as 1330 Avenue of the Americas, Suite 23A, New York, NY 10019 (SCHEDULE 13G, 2026-11-04).

See Item 11 of each of the cover pages hereto.F. Jeremey Mistry, SCHEDULE 13G, 2026-11-04
FiledHolderPercentFiling
2026-07-08MMCAP International Inc. SPC7.5%SCHEDULE 13G
2026-11-04F. Jeremey Mistry23.3%SCHEDULE 13G
DateRecordFigureOur pageSource
July 6, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
July 2, 2026IPO filing, Form 424B4—IPO filingsSource
June 29, 2026IPO filing, Form S-1/A—IPO filingsSource
June 4, 2026IPO filing, Form S-1—IPO filingsSource

NET Lease Office Properties

At 5% or more0
Filings5
Latest filing2026-10-30

NET Lease Office Properties has 5 Schedule 13D or 13G filings on record since 2026-01-09. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management4.97%737,613SCHEDULE 13G/A, 2026-10-302026-09-30
Asset Value Investors Ltd4.8%710,013SCHEDULE 13D, 2026-01-092026-01-08
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management100,0590737,6130SCHEDULE 13G/A, 2026-10-30
Asset Value Investors Ltd710,0130710,0130SCHEDULE 13D, 2026-01-09
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies NET Lease Office Properties by CUSIP 64110Y108 and gives its principal executive office as 1 Manhattan West, 395 9th Ave, New York, NY 10001 (SCHEDULE 13G/A, 2026-10-30).

Asset Value Investors Ltd

a) The disposal of shares of the issuerItem 4 of the SCHEDULE 13D filed 2026-01-09
FiledHolderPercentFiling
2026-01-09Asset Value Investors Ltd4.8%SCHEDULE 13D
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management6.56%SCHEDULE 13G
2026-07-31Vanguard Capital Management5.09%SCHEDULE 13G/A
2026-10-30Vanguard Capital Management4.97%SCHEDULE 13G/A

Ryman Hospitality Properties Inc

At 5% or more3
Filings7
Latest filing2026-07-29

Ryman Hospitality Properties Inc has 7 Schedule 13D or 13G filings on record since 2025-07-17. 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
BlackRock, Inc.17.4%10,994,528SCHEDULE 13G/A, 2026-07-292026-06-30
Vanguard Portfolio Management9.42%5,939,328SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.13%3,233,023SCHEDULE 13G, 2026-04-302026-03-31
Principal Real Estate Investors LLC4.1%2,589,739SCHEDULE 13G/A, 2025-11-062025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.10,826,299010,994,5280SCHEDULE 13G/A, 2026-07-29
Vanguard Portfolio Management53,71805,939,3280SCHEDULE 13G, 2026-04-29
Vanguard Capital Management519,07003,233,0230SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Ryman Hospitality Properties Inc by CUSIP 78377T107 and gives its principal executive office as ONE GAYLORD DRIVE, NASHVILLE, TN 37214 (SCHEDULE 13G/A, 2026-07-29).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.15.9%SCHEDULE 13G/A
2025-08-11Principal Real Estate Investors LLC4.5%SCHEDULE 13G/A
2025-11-06Principal Real Estate Investors LLC4.1%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management9.42%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.13%SCHEDULE 13G
2026-07-29BlackRock, Inc.17.4%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 1, 2026Acquired JW Marriott Orlando Grande Lakes Resort and The Ritz-Carlton Orlando$1.38BAcquisitionSource

Samos Energy Acquisition Corp

At 5% or more1
Filings1
Latest filing2026-07-14

Samos Energy Acquisition Corp has 1 Schedule 13D or 13G filing on record since 2026-07-14. 1 holder's latest filing reports 5% or more of units of class a ordinary shares and warrants. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
MMCAP International Inc. SPC6%1,500,000SCHEDULE 13G, 2026-07-142026-07-10
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
MMCAP International Inc. SPC01,500,00001,500,000SCHEDULE 13G, 2026-07-14
MM Asset Management Inc.01,500,00001,500,000SCHEDULE 13G, 2026-07-14

The latest filing identifies Samos Energy Acquisition Corp by CUSIP G7862H123 and gives its principal executive office as 535 Fifth Avenue, 4th Floor, Suite 1051, New York, NY 10017 (SCHEDULE 13G, 2026-07-14).

FiledHolderPercentFiling
2026-07-14MMCAP International Inc. SPC6%SCHEDULE 13G
DateRecordFigureOur pageSource
July 15, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
July 8, 2026IPO filing, Form S-1/A—IPO filingsSource
June 12, 2026IPO filing, Form S-1—IPO filingsSource

San Juan Basin Royalty Trust

At 5% or more1
Filings6
Latest filing2026-07-31

San Juan Basin Royalty Trust has 6 Schedule 13D or 13G filings on record since 2025-07-23. 1 holder's latest filing reports 5% or more of units. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Horizon Kinetics Asset Management LLC16.1%7,494,020SCHEDULE 13G/A, 2026-07-312026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Horizon Kinetics Asset Management LLC7,494,02007,494,0200SCHEDULE 13G/A, 2026-07-31
Horizon Kinetics Holding Corp7,494,02007,494,0200SCHEDULE 13G/A, 2026-07-31

The latest filing identifies San Juan Basin Royalty Trust by CUSIP 798241105 and gives its principal executive office as C/O ARGENT TRUST COMPANY, DALLAS, TX 75219-4518 (SCHEDULE 13G/A, 2026-07-31).

FiledHolderPercentFiling
2025-07-23Horizon Kinetics Asset Management LLC9.9%SCHEDULE 13G/A
2025-10-28Horizon Kinetics Asset Management LLC10.3%SCHEDULE 13G/A
2025-11-05Horizon Kinetics Asset Management LLC12%SCHEDULE 13G/A
2026-01-28Horizon Kinetics Asset Management LLC13.4%SCHEDULE 13G/A
2026-04-29Horizon Kinetics Asset Management LLC15%SCHEDULE 13G/A
2026-07-31Horizon Kinetics Asset Management LLC16.1%SCHEDULE 13G/A

Sila Realty Trust, Inc.

At 5% or more3
Filings7
Latest filing2026-07-30

Sila Realty Trust, Inc. has 7 Schedule 13D or 13G filings on record since 2025-07-07. 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
BlackRock, Inc.7%3,844,817SCHEDULE 13G/A, 2026-07-302026-06-30
Vanguard Capital Management5.17%2,860,115SCHEDULE 13G, 2026-04-302026-03-31
Vanguard Portfolio Management5.06%2,797,133SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.3,691,25503,844,8170SCHEDULE 13G/A, 2026-07-30
Vanguard Capital Management454,79302,860,1150SCHEDULE 13G, 2026-04-30
Vanguard Portfolio Management21,40002,797,1330SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Sila Realty Trust, Inc. by CUSIP 146280508 and gives its principal executive office as 1001 WATER STREET, SUITE 800, TAMPA, FL 33601 (SCHEDULE 13G/A, 2026-07-30).

FiledHolderPercentFiling
2025-07-07The Vanguard Group10.13%SCHEDULE 13G/A
2025-07-17BlackRock, Inc.9.9%SCHEDULE 13G
2025-10-02BlackRock, Inc.10.1%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.06%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.17%SCHEDULE 13G
2026-07-30BlackRock, Inc.7%SCHEDULE 13G/A

Simon Property Group Inc

At 5% or more2
Filings4
Latest filing2026-07-31

Simon Property Group Inc has 4 Schedule 13D or 13G filings on record since 2026-03-27. 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 Management8.62%27,956,842SCHEDULE 13G/A, 2026-07-312026-06-30
Vanguard Capital Management7.38%24,003,824SCHEDULE 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 Management78,168027,956,8420SCHEDULE 13G/A, 2026-07-31
Vanguard Capital Management3,430,123024,003,8240SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Simon Property Group Inc by CUSIP 828806109 and gives its principal executive office as 225 West Washington Street, Indianapolis, IN 46204 (SCHEDULE 13G/A, 2026-07-31).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management7.12%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.38%SCHEDULE 13G
2026-07-31Vanguard Portfolio Management8.62%SCHEDULE 13G/A
DateRecordFigureOur pageSource
May 15, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Ssr Mining Inc.

At 5% or more2
Filings5
Latest filing2026-07-08

Ssr Mining Inc. has 5 Schedule 13D or 13G filings on record since 2025-08-14. 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
BlackRock, Inc.10%20,774,287SCHEDULE 13G/A, 2026-07-082026-06-30
Van Eck Associates Corp7.03%14,260,019SCHEDULE 13G/A, 2025-08-142025-06-30
Global X Management CO LLC4.39%9,495,567SCHEDULE 13G/A, 2026-05-152026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.20,489,132020,774,2870SCHEDULE 13G/A, 2026-07-08
Global X Management CO LLC9,495,56709,495,5670SCHEDULE 13G/A, 2026-05-15

The latest filing identifies Ssr Mining Inc. by CUSIP 784730103 and gives its principal executive office as 6900 E LAYTON AVE, SUITE 1300, Denver, CO 80237 (SCHEDULE 13G/A, 2026-07-08).

FiledHolderPercentFiling
2025-08-14Van Eck Associates Corp7.03%SCHEDULE 13G/A
2026-02-17Global X Management CO LLC5.63%SCHEDULE 13G
2026-04-24BlackRock, Inc.8.8%SCHEDULE 13G/A
2026-05-15Global X Management CO LLC4.39%SCHEDULE 13G/A
2026-07-08BlackRock, Inc.10%SCHEDULE 13G/A

Universal Health Realty Income Trust

At 5% or more2
Filings4
Latest filing2026-07-08

Universal Health Realty Income Trust has 4 Schedule 13D or 13G filings on record since 2026-01-21. 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
BlackRock, Inc.8.2%1,140,147SCHEDULE 13G/A, 2026-07-082026-06-30
Vanguard Portfolio Management6.97%968,178SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.1,122,90401,140,1470SCHEDULE 13G/A, 2026-07-08
Vanguard Portfolio Management10,3920968,1780SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Universal Health Realty Income Trust by CUSIP 91359E105 and gives its principal executive office as UNIVERSAL CORPORATE CTR, 367 S GULPH ROA, KING OF PRUSSIA, PA 19406 (SCHEDULE 13G/A, 2026-07-08).

FiledHolderPercentFiling
2026-01-21BlackRock, Inc.14.3%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.97%SCHEDULE 13G
2026-07-08BlackRock, Inc.8.2%SCHEDULE 13G/A

Ventas, Inc.

At 5% or more3
Filings7
Latest filing2026-07-27

Ventas, Inc. has 7 Schedule 13D or 13G filings on record since 2026-01-21. 3 holders' latest filing reports 5% or more of common stock $0.25 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Jpmorgan Chase & Co.8.7%42,614,309SCHEDULE 13G/A, 2026-07-272026-06-30
Vanguard Portfolio Management8.69%41,321,002SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management7.55%35,893,818SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Jpmorgan Chase & Co.36,825,6511,565,35441,469,3721,143,854SCHEDULE 13G/A, 2026-07-27
Vanguard Capital Management5,026,973035,893,8180SCHEDULE 13G, 2026-04-30

The latest filing identifies Ventas, Inc. by CUSIP 92276F100 and gives its principal executive office as 300 North LaSalle Street, Suite 1600, Chicago, IL 60654 (SCHEDULE 13G/A, 2026-07-27).

FiledHolderPercentFiling
2026-01-21Jpmorgan Chase & Co.5.9%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management8.69%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.55%SCHEDULE 13G
2026-05-04Jpmorgan Chase & Co.7.1%SCHEDULE 13G/A
2026-05-12Jpmorgan Chase & Co7.1%SCHEDULE 13G/A
2026-07-27Jpmorgan Chase & Co.8.7%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 15, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
June 15, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

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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