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5%+ stakes

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

36 companies with 5%+ holders, every filing linked: Acadia Realty Trust, Alussa Energy Acquisition Corp. II, American Exceptionalism Acquis, Apex Treasury Corp, Apple Hospitality REIT Inc, Broadstone Net Lease Inc and more. Each section is the company's full record from its filings, newest filings first within each section.

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Acadia Realty Trust

At 5% or more6
Filings12
Latest filing2026-10-30

Acadia Realty Trust has 12 Schedule 13D or 13G filings on record since 2025-07-17. 6 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%22,219,518SCHEDULE 13G/A, 2025-07-172025-06-30
Fmr LLC14.7%19,271,954SCHEDULE 13G/A, 2025-09-082025-08-29
Cohen & Steers, Inc.14.13%20,149,944SCHEDULE 13G/A, 2026-08-142026-06-30
Vanguard Portfolio Management10.01%13,127,013SCHEDULE 13G, 2026-03-052026-02-27
State Street Corporation5.3%7,550,636SCHEDULE 13G, 2026-08-072026-06-30
Vanguard Capital Management5.24%7,209,906SCHEDULE 13G, 2026-10-302026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Cohen & Steers, Inc.15,530,098020,149,9440SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Capital Management, Inc.15,530,098020,149,9440SCHEDULE 13G/A, 2026-08-14
Cohen & Steers UK Limited0000SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Asia Limited0000SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Ireland Limited0000SCHEDULE 13G/A, 2026-08-14
State Street Corporation06,756,68907,550,636SCHEDULE 13G, 2026-08-07
Vanguard Capital Management1,160,76507,209,9060SCHEDULE 13G, 2026-10-30

The latest filing identifies Acadia Realty Trust by CUSIP 004239109 and gives its principal executive office as 411 Theodore Fremd Avenue, Suite 300, Rye, NY 10580 (SCHEDULE 13G, 2026-10-30).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.17%SCHEDULE 13G/A
2025-08-06Fmr LLC9.1%SCHEDULE 13G/A
2025-09-08Fmr LLC14.7%SCHEDULE 13G/A
2025-11-14Cohen & Steers, Inc.14.31%SCHEDULE 13G/A
2026-03-05Vanguard Portfolio Management10.01%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.3%SCHEDULE 13G
2026-05-15Cohen & Steers, Inc.12.41%SCHEDULE 13G/A
2026-07-31Vanguard Capital Management4.99%SCHEDULE 13G/A
2026-08-07State Street Corporation5.3%SCHEDULE 13G
2026-08-14Cohen & Steers, Inc.14.13%SCHEDULE 13G/A
2026-10-30Vanguard Capital Management5.24%SCHEDULE 13G
DateRecordFigureOur pageSource
October 19, 2026Leadership change: Tamara Fischer appointed—Leadership changesSource

Alussa Energy Acquisition Corp. II

At 5% or more2
Filings2
Latest filing2026-08-13

Alussa Energy Acquisition Corp. II has 2 Schedule 13D or 13G filings on record since 2026-02-10. 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
Hudson Bay Capital Management LP5.16%1,483,278SCHEDULE 13G, 2026-02-102025-12-31
Glazer Capital, LLC5.05%1,450,876SCHEDULE 13G, 2026-08-132026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Hudson Bay Capital Management LP01,483,27801,483,278SCHEDULE 13G, 2026-02-10
Sander Gerber01,483,27801,483,278SCHEDULE 13G, 2026-02-10
Glazer Capital, LLC01,450,87601,450,876SCHEDULE 13G, 2026-08-13
Paul J. Glazer01,450,87601,450,876SCHEDULE 13G, 2026-08-13

The latest filing identifies Alussa Energy Acquisition Corp. II by CUSIP G0233J100 and gives its principal executive office as 1001 S Capital of Texas Hwy Building L, Suite 250, Austin, TX 78746 (SCHEDULE 13G, 2026-08-13).

FiledHolderPercentFiling
2026-02-10Hudson Bay Capital Management LP5.16%SCHEDULE 13G
2026-08-13Glazer Capital, LLC5.05%SCHEDULE 13G
DateRecordFigureOur pageSource
November 13, 2025IPO filing, Form 424B4—IPO filingsSource
October 24, 2025IPO filing, Form S-1/A—IPO filingsSource
October 10, 2025IPO filing, Form S-1—IPO filingsSource

American Exceptionalism Acquis

At 5% or more1
Filings5
Latest filing2026-08-14

American Exceptionalism Acquis has 5 Schedule 13D or 13G filings on record since 2025-11-14. 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
AEXA Sponsor LLC29.6%14,660,714SCHEDULE 13G, 2025-11-142025-09-30
The Goldman Sachs Group, Inc.4.2%1,444,735SCHEDULE 13G/A, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AEXA Sponsor LLC014,660,714014,660,714SCHEDULE 13G, 2025-11-14
SC SPAC Holdings LLC014,660,714014,660,714SCHEDULE 13G, 2025-11-14
Chamath Palihapitiya014,660,714014,660,714SCHEDULE 13G, 2025-11-14
The Goldman Sachs Group, Inc.01,444,73501,444,735SCHEDULE 13G/A, 2026-08-14
Goldman Sachs & Co. LLC01,444,73501,444,735SCHEDULE 13G/A, 2026-08-14

The latest filing identifies American Exceptionalism Acquis by CUSIP G0273J101 and gives its principal executive office as 506 Santa Cruz Ave., Suite 300, Menlo Park (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-11-14The Goldman Sachs Group, Inc.5.8%SCHEDULE 13G
2025-11-14AEXA Sponsor LLC29.6%SCHEDULE 13G
2026-02-12The Goldman Sachs Group, Inc.4.1%SCHEDULE 13G/A
2026-05-11The Goldman Sachs Group, Inc.6.1%SCHEDULE 13G
2026-08-14The Goldman Sachs Group, Inc.4.2%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 29, 2025IPO filing, Form 424B4—IPO filingsSource
September 17, 2025IPO filing, Form S-1/A—IPO filingsSource
September 15, 2025IPO filing, Form S-1/A—IPO filingsSource
August 18, 2025IPO filing, Form S-1—IPO filingsSource

Apex Treasury Corp

At 5% or more2
Filings8
Latest filing2026-08-14

Apex Treasury Corp has 8 Schedule 13D or 13G filings on record since 2025-11-03. 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
Apex Treasury Sponsor LLC24.3%11,150,000SCHEDULE 13G, 2026-02-052025-10-27
Adage Capital Management, L.P.6.53%2,250,000SCHEDULE 13G, 2026-02-122025-12-31
Highbridge Capital Management, LLC4.6%1,575,680SCHEDULE 13G, 2026-08-142026-06-30
Meteora Capital, LLC1.56%536,231SCHEDULE 13G/A, 2026-08-142026-06-30
Harraden Circle Investments, LLC0%0SCHEDULE 13G/A, 2026-02-132025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Highbridge Capital Management, LLC1,575,68001,575,6800SCHEDULE 13G, 2026-08-14
Meteora Capital, LLC0536,2310536,231SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Apex Treasury Corp by CUSIP G04104108 and gives its principal executive office as 2035 Regatta Drive, Vero Beach, FL 32963 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2025-11-03Harraden Circle Investments, LLC8.7%SCHEDULE 13G
2026-02-05Apex Treasury Sponsor LLC24.3%SCHEDULE 13G
2026-02-12Adage Capital Management, L.P.6.53%SCHEDULE 13G
2026-02-13Harraden Circle Investments, LLC0%SCHEDULE 13G/A
2026-02-13Meteora Capital, LLC7.95%SCHEDULE 13G
2026-05-15Meteora Capital, LLC7.8%SCHEDULE 13G/A
2026-08-14Highbridge Capital Management, LLC4.6%SCHEDULE 13G
2026-08-14Meteora Capital, LLC1.56%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 28, 2025IPO filing, Form 424B4—IPO filingsSource
October 7, 2025IPO filing, Form S-1/A—IPO filingsSource
October 1, 2025IPO filing, Form S-1/A—IPO filingsSource
August 11, 2025IPO filing, Form S-1—IPO filingsSource

Apple Hospitality REIT Inc

At 5% or more2
Filings4
Latest filing2026-08-06

Apple Hospitality REIT Inc has 4 Schedule 13D or 13G filings on record since 2025-10-17. 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.15.8%37,515,618SCHEDULE 13G/A, 2025-10-172025-09-30
Vanguard Portfolio Management10.16%23,996,796SCHEDULE 13G/A, 2026-08-062026-07-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.36,674,915037,515,6180SCHEDULE 13G/A, 2025-10-17
Vanguard Portfolio Management91,914023,996,7960SCHEDULE 13G/A, 2026-08-06
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Apple Hospitality REIT Inc by CUSIP 03784Y200 and gives its principal executive office as 814 East Main Street, Richmond, VA 23219 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2025-10-17BlackRock, Inc.15.8%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management9.39%SCHEDULE 13G
2026-08-06Vanguard Portfolio Management10.16%SCHEDULE 13G/A

Broadstone Net Lease Inc

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

Broadstone Net Lease Inc has 7 Schedule 13D or 13G filings on record since 2025-08-11. 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.16.7%31,970,112SCHEDULE 13G/A, 2026-05-062026-04-30
Vanguard Portfolio Management10.26%19,661,475SCHEDULE 13G/A, 2026-05-062026-04-30
State Street Corporation5.6%10,818,323SCHEDULE 13G, 2026-08-072026-06-30
Vanguard Capital Management5.27%10,096,782SCHEDULE 13G, 2026-04-292026-03-31
Principal Real Estate Investors LLC0.2%376,106SCHEDULE 13G/A, 2025-08-112025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.31,432,046031,970,1120SCHEDULE 13G/A, 2026-05-06
Vanguard Portfolio Management73,092019,661,4750SCHEDULE 13G/A, 2026-05-06
State Street Corporation09,696,772010,818,323SCHEDULE 13G, 2026-08-07

The latest filing identifies Broadstone Net Lease Inc by CUSIP 11135E203 and gives its principal executive office as 800 CLINTON SQUARE, ROCHESTER, NY 14604 (SCHEDULE 13G, 2026-08-07).

FiledHolderPercentFiling
2025-08-11Principal Real Estate Investors LLC0.2%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.27%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management9.49%SCHEDULE 13G
2026-05-06BlackRock, Inc.16.7%SCHEDULE 13G/A
2026-05-06Vanguard Portfolio Management10.26%SCHEDULE 13G/A
2026-08-07State Street Corporation5.6%SCHEDULE 13G

CoreCivic, Inc.

At 5% or more3
Filings10
Latest filing2026-08-07

CoreCivic, Inc. has 10 Schedule 13D or 13G filings on record since 2025-08-13. 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
River Road Asset Management, LLC7.3%7,246,570SCHEDULE 13G/A, 2026-08-072026-06-30
Vanguard Portfolio Management7.16%6,999,033SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.11%5,002,380SCHEDULE 13G, 2026-04-292026-03-31
Cooper Creek Partners Management LLC2.7%2,849,459SCHEDULE 13G/A, 2026-05-152026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
River Road Asset Management, LLC6,086,25507,246,5700SCHEDULE 13G/A, 2026-08-07
Vanguard Portfolio Management47,42706,999,0330SCHEDULE 13G, 2026-04-29
Cooper Creek Partners Management LLC2,849,45902,849,4590SCHEDULE 13G/A, 2026-05-15

The latest filing identifies CoreCivic, Inc. by CUSIP 21871N101 and gives its principal executive office as 5501 VIRGINIA WAY, BRENTWOOD, TN 37027 (SCHEDULE 13G/A, 2026-08-07).

FiledHolderPercentFiling
2025-08-13Cooper Creek Partners Management LLC6.2%SCHEDULE 13G/A
2025-11-14Cooper Creek Partners Management LLC6%SCHEDULE 13G/A
2026-01-30The Vanguard Group12.15%SCHEDULE 13G/A
2026-02-17Cooper Creek Partners Management LLC5.6%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.11%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management7.16%SCHEDULE 13G
2026-05-05River Road Asset Management, LLC9.1%SCHEDULE 13G/A
2026-05-15Cooper Creek Partners Management LLC2.7%SCHEDULE 13G/A
2026-08-07River Road Asset Management, LLC7.3%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 25, 2026Leadership change: Patrick D. Swindle departs, President, and 2 more—Leadership changesSource

Digital Realty Trust, Inc.

At 5% or more3
Filings5
Latest filing2026-08-12

Digital Realty Trust, Inc. 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 Management8.58%29,513,833SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management7.33%25,194,028SCHEDULE 13G, 2026-04-292026-03-31
Norges Bank5.57%19,565,016SCHEDULE 13G, 2026-08-122026-06-30
Schroder Investment Management North America Inc/ De3.1%259,465SCHEDULE 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 Management41,668029,513,8330SCHEDULE 13G, 2026-04-29
Vanguard Capital Management3,504,540025,194,0280SCHEDULE 13G, 2026-04-29
Norges Bank19,362,846019,290,135274,881SCHEDULE 13G, 2026-08-12
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Digital Realty Trust, Inc. by CUSIP 253868103 and gives its principal executive office as 601 West 2nd Street, Floor 32, Austin, TX 78701 (SCHEDULE 13G, 2026-08-12).

FiledHolderPercentFiling
2025-08-14Schroder Investment Management North America Inc/ De3.1%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.33%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management8.58%SCHEDULE 13G
2026-08-12Norges Bank5.57%SCHEDULE 13G

Digital Turbine, Inc.

At 5% or more1
Filings4
Latest filing2026-08-11

Digital Turbine, Inc. has 4 Schedule 13D or 13G filings on record since 2025-11-14. 1 holder's 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
Orin Hirschman5.4%6,548,450SCHEDULE 13G, 2026-07-272026-06-30
Granahan Investment Management LLC2.9%3,494,200SCHEDULE 13G/A, 2026-08-112026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Orin Hirschman6,548,45006,548,4500SCHEDULE 13G, 2026-07-27
AIGH Capital Management LLC6,548,45006,548,4500SCHEDULE 13G, 2026-07-27
Granahan Investment Management LLC3,270,77903,494,2000SCHEDULE 13G/A, 2026-08-11
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Digital Turbine, Inc. by CUSIP 25400W102 and gives its principal executive office as 111 NUECES STREET, AUSTIN, TX 78701 (SCHEDULE 13G/A, 2026-08-11).

FiledHolderPercentFiling
2025-11-14Granahan Investment Management LLC5.28%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-07-27Orin Hirschman5.4%SCHEDULE 13G
2026-08-11Granahan Investment Management LLC2.9%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 24, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Epr Properties

At 5% or more3
Filings7
Latest filing2026-08-07

Epr Properties has 7 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 Management8.62%6,600,424SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.11%3,914,919SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5%3,810,709SCHEDULE 13G, 2026-08-072026-06-30
Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I3.52%121,506SCHEDULE 13G/A, 2026-02-172025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management9,04606,600,4240SCHEDULE 13G, 2026-04-29
Vanguard Capital Management628,96303,914,9190SCHEDULE 13G, 2026-04-29
State Street Corporation03,346,97803,810,709SCHEDULE 13G, 2026-08-07
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Epr Properties by CUSIP 26884U109 and gives its principal executive office as 909 WALNUT STREET SUITE 200, KANSAS CITY, MO 64106 (SCHEDULE 13G, 2026-08-07).

FiledHolderPercentFiling
2025-08-14Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I10.93%SCHEDULE 13G/A
2025-11-14Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I6.43%SCHEDULE 13G/A
2026-02-17Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I3.52%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.11%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management8.62%SCHEDULE 13G
2026-08-07State Street Corporation5%SCHEDULE 13G

Equity Lifestyle Properties, Inc.

At 5% or more4
Filings8
Latest filing2026-08-14

Equity Lifestyle Properties, Inc. has 8 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
T. Rowe Price Associates, Inc.9.2%17,845,363SCHEDULE 13G/A, 2026-05-152026-03-31
Vanguard Portfolio Management8.19%15,883,707SCHEDULE 13G, 2026-04-292026-03-31
Cohen & Steers, Inc.7.68%14,888,120SCHEDULE 13G/A, 2026-08-142026-06-30
Vanguard Capital Management5.15%9,998,261SCHEDULE 13G, 2026-04-292026-03-31
Aristotle Capital Management, LLC4.84%9,387,812SCHEDULE 13G/A, 2025-11-142025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
T. Rowe Price Associates, Inc.17,567,690017,845,3630SCHEDULE 13G/A, 2026-05-15
Vanguard Portfolio Management28,331015,883,7070SCHEDULE 13G, 2026-04-29
Cohen & Steers, Inc.9,885,286014,888,1200SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Capital Management, Inc.9,843,730014,846,5640SCHEDULE 13G/A, 2026-08-14
Cohen & Steers UK Limited0000SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Asia Limited0000SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Ireland Limited4,470041,5560SCHEDULE 13G/A, 2026-08-14
Vanguard Capital Management1,591,21009,998,2610SCHEDULE 13G, 2026-04-29

The latest filing identifies Equity Lifestyle Properties, Inc. by CUSIP 29472R108 and gives its principal executive office as Two North Riverside Plaza, Suite 800, Chicago, IL 60606 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-11-14Aristotle Capital Management, LLC4.84%SCHEDULE 13G/A
2026-02-13Cohen & Steers, Inc.5.5%SCHEDULE 13G
2026-02-17T. Rowe Price Associates, Inc.8.2%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.15%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management8.19%SCHEDULE 13G
2026-05-15T. Rowe Price Associates, Inc.9.2%SCHEDULE 13G/A
2026-08-14Cohen & Steers, Inc.7.68%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 30, 2026Leadership change: Patrick Waite appointed, Director—Leadership changesSource

Essential Properties Realty Trust, Inc.

At 5% or more3
Filings8
Latest filing2026-08-14

Essential Properties Realty Trust, Inc. has 8 Schedule 13D or 13G filings on record since 2026-02-06. 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
Cohen & Steers, Inc.18.01%38,945,164SCHEDULE 13G/A, 2026-08-142026-06-30
Vanguard Portfolio Management9.48%19,916,245SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.27%11,071,993SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Cohen & Steers, Inc.31,075,979038,945,1640SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Capital Management, Inc.30,797,329038,302,8990SCHEDULE 13G/A, 2026-08-14
Cohen & Steers UK Limited183,9830547,5980SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Asia Limited0000SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Ireland Limited10,219094,6670SCHEDULE 13G/A, 2026-08-14
Vanguard Portfolio Management76,413019,916,2450SCHEDULE 13G, 2026-04-29

The latest filing identifies Essential Properties Realty Trust, Inc. by CUSIP 29670E107 and gives its principal executive office as 5 Vaughn Drive, Suite 202, Princeton, NJ 08540 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-02-06Cohen & Steers, Inc.10.47%SCHEDULE 13G/A
2026-02-13Cohen & Steers, Inc.9.42%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.27%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management9.48%SCHEDULE 13G
2026-05-07Cohen & Steers, Inc.15.68%SCHEDULE 13G/A
2026-05-15Cohen & Steers, Inc.14.16%SCHEDULE 13G/A
2026-08-14Cohen & Steers, Inc.18.01%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 9, 2026Leadership change: R. Max Jenkins appointed, Chief Executive Officer—Leadership changesSource
May 8, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Extra Space Storage Inc.

At 5% or more3
Filings4
Latest filing2026-08-14

Extra Space Storage Inc. has 4 Schedule 13D or 13G filings on record since 2026-03-26. 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 Management8.71%18,409,459SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management7.58%16,007,966SCHEDULE 13G, 2026-04-292026-03-31
Cohen & Steers, Inc.6.2%13,090,223SCHEDULE 13G/A, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management25,558018,409,4590SCHEDULE 13G, 2026-04-29
Vanguard Capital Management2,243,745016,007,9660SCHEDULE 13G, 2026-04-29
Cohen & Steers, Inc.10,474,859—13,090,223—SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Capital Management, Inc.10,345,725—12,871,343—SCHEDULE 13G/A, 2026-08-14
Cohen & Steers UK Limited75,162—164,908—SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Ireland Limited5,871—53,972—SCHEDULE 13G/A, 2026-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Extra Space Storage Inc. by CUSIP 30225T102 and gives its principal executive office as 2795 East Cottonwood Parkway, Suite 300, Salt Lake City, UT 84121 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.58%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management8.71%SCHEDULE 13G
2026-08-14Cohen & Steers, Inc.6.2%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 24, 2026Leadership change: Joseph D. Margolis departs, Chief Executive Officer, and 1 more—Leadership changesSource

Federal Realty Investment Trust

At 5% or more3
Filings4
Latest filing2026-08-12

Federal Realty Investment Trust has 4 Schedule 13D or 13G filings on record since 2026-03-26. 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 Management8.44%7,293,691SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management7.1%6,135,561SCHEDULE 13G, 2026-04-292026-03-31
Norges Bank6.48%5,594,536SCHEDULE 13G/A, 2026-08-122026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management10,28807,293,6910SCHEDULE 13G, 2026-04-29
Vanguard Capital Management754,77706,135,5610SCHEDULE 13G, 2026-04-29
Norges Bank5,594,53605,594,5360SCHEDULE 13G/A, 2026-08-12
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Federal Realty Investment Trust by CUSIP 313745101 and gives its principal executive office as 909 Rose Avenue, Suite 200, North Bethesda, MD 20852 (SCHEDULE 13G/A, 2026-08-12).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.1%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management8.44%SCHEDULE 13G
2026-08-12Norges Bank6.48%SCHEDULE 13G/A

FortuneX Acquisition Corporation

At 5% or more1
Filings1
Latest filing2026-08-14

FortuneX Acquisition Corporation has 1 Schedule 13D or 13G filing on record since 2026-08-14. 1 holder's latest filing reports 5% or more of units, each consisting of one ordinary share, and one-half of one warrant. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Aristeia Capital, L.L.C.7.55%652,725SCHEDULE 13G, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Aristeia Capital, L.L.C.652,7250652,7250SCHEDULE 13G, 2026-08-14

The latest filing identifies FortuneX Acquisition Corporation by CUSIP G3645W123 and gives its principal executive office as 1185 Avenue of the Americas, 3rd Fl., New York, NY 10036 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-08-14Aristeia Capital, L.L.C.7.55%SCHEDULE 13G
DateRecordFigureOur pageSource
May 22, 2026IPO filing, Form 424B4$10 a shareIPO filingsSource
May 19, 2026IPO filing, Form S-1/A—IPO filingsSource
May 8, 2026IPO filing, Form S-1/A—IPO filingsSource
May 5, 2026IPO filing, Form S-1/A—IPO filingsSource
May 5, 2026IPO filing, Form S-1/A—IPO filingsSource
April 15, 2026IPO filing, Form S-1—IPO filingsSource

Gores Holdings X, Inc.

At 5% or more1
Filings4
Latest filing2026-08-14

Gores Holdings X, Inc. has 4 Schedule 13D or 13G filings on record since 2025-11-14. 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
Meteora Capital, LLC5.9%2,129,934SCHEDULE 13G/A, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Meteora Capital, LLC02,129,93402,129,934SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Gores Holdings X, Inc. by CUSIP G4002F109 and gives its principal executive office as 6260 Lookout Road, Boulder, CO 80301 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-11-14Meteora Capital, LLC7.12%SCHEDULE 13G
2026-02-13Meteora Capital, LLC6.92%SCHEDULE 13G/A
2026-05-15Meteora Capital, LLC7.26%SCHEDULE 13G/A
2026-08-14Meteora Capital, LLC5.9%SCHEDULE 13G/A

Gores Holdings XI, Inc.

At 5% or more2
Filings2
Latest filing2026-08-18

Gores Holdings XI, Inc. has 2 Schedule 13D or 13G filings on record since 2026-08-12. 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
Gores Sponsor XI LLC20.3%9,120,000SCHEDULE 13G, 2026-08-182026-06-30
Adage Capital Management, L.P.7.78%2,808,000SCHEDULE 13G, 2026-08-122026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Gores Sponsor XI LLC09,120,00009,120,000SCHEDULE 13G, 2026-08-18
AEG Holdings, LLC09,120,00009,120,000SCHEDULE 13G, 2026-08-18
Alec Gores09,120,00009,120,000SCHEDULE 13G, 2026-08-18
Adage Capital Management, L.P.02,808,00002,808,000SCHEDULE 13G, 2026-08-12
Robert Atchinson02,808,00002,808,000SCHEDULE 13G, 2026-08-12
Phillip Gross02,808,00002,808,000SCHEDULE 13G, 2026-08-12

The latest filing identifies Gores Holdings XI, Inc. by CUSIP G40008107 and gives its principal executive office as 6260 Lookout Road, Boulder, CO 80301 (SCHEDULE 13G, 2026-08-18).

FiledHolderPercentFiling
2026-08-12Adage Capital Management, L.P.7.78%SCHEDULE 13G
2026-08-18Gores Sponsor XI LLC20.3%SCHEDULE 13G
DateRecordFigureOur pageSource
June 24, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
June 23, 2026IPO filing, Form 424B4—IPO filingsSource
June 3, 2026IPO filing, Form S-1—IPO filingsSource

Hcm Iv Acquisition Corp

At 5% or more1
Filings1
Latest filing2026-08-10

Hcm Iv Acquisition Corp has 1 Schedule 13D or 13G filing on record since 2026-08-10. 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
The Goldman Sachs Group, Inc.5.2%1,485,647SCHEDULE 13G, 2026-08-102026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
The Goldman Sachs Group, Inc.01,485,64701,485,647SCHEDULE 13G, 2026-08-10
Goldman Sachs & Co. LLC01,485,64701,485,647SCHEDULE 13G, 2026-08-10

The latest filing identifies Hcm Iv Acquisition Corp by CUSIP G4365S102 and gives its principal executive office as 85 Washington St, Suite 1F, Norwalk (SCHEDULE 13G, 2026-08-10).

FiledHolderPercentFiling
2026-08-10The Goldman Sachs Group, Inc.5.2%SCHEDULE 13G
DateRecordFigureOur pageSource
February 12, 2026IPO filing, Form 424B4—IPO filingsSource
January 20, 2026IPO filing, Form S-1/A—IPO filingsSource
November 25, 2025IPO filing, Form S-1/A—IPO filingsSource
November 7, 2025IPO filing, Form S-1—IPO filingsSource

Healthpeak Properties Inc

At 5% or more3
Filings6
Latest filing2026-08-07

Healthpeak Properties Inc has 6 Schedule 13D or 13G filings on record since 2026-03-27. 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 Management8.37%58,209,788SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management7.42%51,643,591SCHEDULE 13G, 2026-04-302026-03-31
State Street Corporation6.4%44,044,096SCHEDULE 13G, 2026-08-072026-06-30
Jpmorgan Chase & Co.4.3%29,934,020SCHEDULE 13G/A, 2026-07-222026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management6,424,664051,643,5910SCHEDULE 13G, 2026-04-30
State Street Corporation031,852,989044,007,417SCHEDULE 13G, 2026-08-07
Jpmorgan Chase & Co.17,715,72411,377,96418,546,97411,381,545SCHEDULE 13G/A, 2026-07-22

The latest filing identifies Healthpeak Properties Inc by CUSIP 42250P103 and gives its principal executive office as 1920 MAIN STREET SUITE 1200, IRVINE, CA 92614 (SCHEDULE 13G, 2026-08-07).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management8.37%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.42%SCHEDULE 13G
2026-05-13Jpmorgan Chase & Co6.1%SCHEDULE 13G
2026-07-22Jpmorgan Chase & Co.4.3%SCHEDULE 13G/A
2026-08-07State Street Corporation6.4%SCHEDULE 13G

Highwoods Properties, Inc.

At 5% or more4
Filings7
Latest filing2026-08-14

Highwoods Properties, 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.17.7%19,489,260SCHEDULE 13G/A, 2026-07-282026-06-30
Cohen & Steers, Inc.15.29%16,857,278SCHEDULE 13G/A, 2026-08-142026-06-30
Vanguard Portfolio Management10.48%11,527,855SCHEDULE 13G, 2026-02-052026-01-30
Vanguard Capital Management5.24%5,779,727SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.19,206,928019,489,2600SCHEDULE 13G/A, 2026-07-28
Cohen & Steers, Inc.13,554,296016,857,2780SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Capital Management, Inc.13,442,297016,700,4200SCHEDULE 13G/A, 2026-08-14
Cohen & Steers UK Limited25,022069,8810SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Asia Limited0000SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Ireland Limited9,385086,9770SCHEDULE 13G/A, 2026-08-14
Vanguard Capital Management904,33605,779,7270SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Highwoods Properties, Inc. by CUSIP 431284108 and gives its principal executive office as 150 Fayetteville Street, Suite 1400, Raleigh, NC 27601 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-11-14Cohen & Steers, Inc.12.86%SCHEDULE 13G/A
2026-02-05Vanguard Portfolio Management10.48%SCHEDULE 13G
2026-02-13Cohen & Steers, Inc.11.24%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.24%SCHEDULE 13G
2026-07-28BlackRock, Inc.17.7%SCHEDULE 13G/A
2026-08-14Cohen & Steers, Inc.15.29%SCHEDULE 13G/A

Independence Realty Trust, Inc.

At 5% or more2
Filings8
Latest filing2026-08-13

Independence Realty Trust, Inc. has 8 Schedule 13D or 13G filings on record since 2025-11-12. 2 holders' latest filing reports 5% or more of common stock, $0.01 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management9.12%21,497,074SCHEDULE 13G, 2026-04-282026-03-31
Vanguard Capital Management5.34%12,606,936SCHEDULE 13G, 2026-04-292026-03-31
T. Rowe Price Investment Management, Inc.4.3%10,170,657SCHEDULE 13G/A, 2026-02-172025-12-31
Wellington Management Group LLP2.6%6,094,776SCHEDULE 13G/A, 2025-11-122025-09-30
Long Pond Capital, LP2.18%5,127,246SCHEDULE 13G/A, 2026-08-132026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management92,525021,497,0740SCHEDULE 13G, 2026-04-28
Vanguard Capital Management1,987,363012,606,9360SCHEDULE 13G, 2026-04-29
Long Pond Capital, LP05,127,24605,127,246SCHEDULE 13G/A, 2026-08-13
Long Pond Capital GP, LLC05,127,24605,127,246SCHEDULE 13G/A, 2026-08-13
John Khoury05,127,24605,127,246SCHEDULE 13G/A, 2026-08-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Independence Realty Trust, Inc. by CUSIP 45378A106 and gives its principal executive office as 1835 MARKET STREET, Suite 2601, Philadelphia, PA 19103 (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2025-11-12Wellington Management Group LLP2.6%SCHEDULE 13G/A
2025-11-14Long Pond Capital, LP5.26%SCHEDULE 13G
2025-11-14T. Rowe Price Investment Management, Inc.5.1%SCHEDULE 13G/A
2026-02-17T. Rowe Price Investment Management, Inc.4.3%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management9.12%SCHEDULE 13G
2026-04-29Vanguard Capital Management5.34%SCHEDULE 13G
2026-08-13Long Pond Capital, LP2.18%SCHEDULE 13G/A

KRAKacquisition Corp

At 5% or more2
Filings4
Latest filing2026-08-14

KRAKacquisition Corp has 4 Schedule 13D or 13G filings on record since 2026-02-06. 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
Adage Capital Management, L.P.7.17%2,475,000SCHEDULE 13G, 2026-05-132026-03-31
Meteora Capital, LLC6.14%2,119,064SCHEDULE 13G/A, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Adage Capital Management, L.P.02,475,00002,475,000SCHEDULE 13G, 2026-05-13
Robert Atchinson02,475,00002,475,000SCHEDULE 13G, 2026-05-13
Phillip Gross02,475,00002,475,000SCHEDULE 13G, 2026-05-13
Meteora Capital, LLC02,119,06402,119,064SCHEDULE 13G/A, 2026-08-14

The latest filing identifies KRAKacquisition Corp by CUSIP G5315G106 and gives its principal executive office as C/o Maples Corporate Services Limited, Po Box 309, Ugland House, Grand Cayman (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-02-06Meteora Capital, LLC8.7%SCHEDULE 13G
2026-05-13Adage Capital Management, L.P.7.17%SCHEDULE 13G
2026-05-15Meteora Capital, LLC6.51%SCHEDULE 13G
2026-08-14Meteora Capital, LLC6.14%SCHEDULE 13G/A
DateRecordFigureOur pageSource
January 29, 2026IPO filing, Form 424B4—IPO filingsSource
January 12, 2026IPO filing, Form S-1—IPO filingsSource

National Health Investors Inc

At 5% or more4
Filings6
Latest filing2026-10-30

National Health Investors Inc has 6 Schedule 13D or 13G filings on record since 2026-03-27. 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.17.6%8,523,688SCHEDULE 13G/A, 2026-07-082026-06-30
Vanguard Portfolio Management9.78%4,804,502SCHEDULE 13G/A, 2026-10-302026-09-30
State Street Corporation5.6%2,735,937SCHEDULE 13G, 2026-08-072026-06-30
Vanguard Capital Management5.11%2,475,671SCHEDULE 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.8,387,09508,523,6880SCHEDULE 13G/A, 2026-07-08
Vanguard Portfolio Management20,14804,804,5020SCHEDULE 13G/A, 2026-10-30
State Street Corporation02,454,99002,735,937SCHEDULE 13G, 2026-08-07
Vanguard Capital Management391,05102,475,6710SCHEDULE 13G, 2026-04-30

The latest filing identifies National Health Investors Inc by CUSIP 63633D104 and gives its principal executive office as 222 Robert Rose Drive, Murfreesboro, TN 37129 (SCHEDULE 13G/A, 2026-10-30).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management8.6%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.11%SCHEDULE 13G
2026-07-08BlackRock, Inc.17.6%SCHEDULE 13G/A
2026-08-07State Street Corporation5.6%SCHEDULE 13G
2026-10-30Vanguard Portfolio Management9.78%SCHEDULE 13G/A
DateRecordFigureOur pageSource
July 27, 2026Leadership change: Christian Maingot appointed, Chief Operations Officer—Leadership changesSource
April 23, 2026Leadership change: John L. Spaid departs, Chief Financial Officer, and 1 more—Leadership changesSource

Network-1 Technologies, Inc.

At 5% or more2
Filings4
Latest filing2026-08-12

Network-1 Technologies, Inc. has 4 Schedule 13D or 13G filings on record since 2026-02-09. 2 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Steven D. Heinemann5.29%1,209,476SCHEDULE 13G/A, 2026-08-122026-06-30
Cannell Capital LLC5%1,141,975SCHEDULE 13G, 2026-02-172025-12-31
Clayton Partners LLC4.5%1,018,627SCHEDULE 13G/A, 2026-02-092025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Steven D. Heinemann1,209,47601,209,4760SCHEDULE 13G/A, 2026-08-12
Cannell Capital LLC01,141,97501,141,975SCHEDULE 13G, 2026-02-17
Cannell J Carlo01,141,97501,141,975SCHEDULE 13G, 2026-02-17
Clayton Partners LLC1,018,62701,018,6270SCHEDULE 13G/A, 2026-02-09

The latest filing identifies Network-1 Technologies, Inc. by CUSIP 64121N109 and gives its principal executive office as 65 Locust Avenue, Third Floor, New Canaan, CT 06840 (SCHEDULE 13G/A, 2026-08-12).

FiledHolderPercentFiling
2026-02-09Clayton Partners LLC4.5%SCHEDULE 13G/A
2026-02-10Steven D. Heinemann5.9%SCHEDULE 13G/A
2026-02-17Cannell Capital LLC5%SCHEDULE 13G
2026-08-12Steven D. Heinemann5.29%SCHEDULE 13G/A

Nnn Reit, Inc.

At 5% or more5
Filings10
Latest filing2026-08-13

Nnn Reit, Inc. has 10 Schedule 13D or 13G filings on record since 2025-08-08. 5 holders' latest filing reports 5% or more of common stock, $0.01 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management8.74%16,631,810SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation6%11,449,621SCHEDULE 13G, 2026-02-092025-12-31
Fmr LLC6%11,436,861SCHEDULE 13G/A, 2026-08-062026-06-30
Vanguard Capital Management5.28%10,047,239SCHEDULE 13G, 2026-04-302026-03-31
AQR Capital Management, LLC5.14%9,773,107SCHEDULE 13G, 2026-08-132026-06-30
Victory Capital Management, Inc.4.39%8,351,366SCHEDULE 13G/A, 2026-05-122026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC11,171,751011,436,8610SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson0011,436,8610SCHEDULE 13G/A, 2026-08-06
Vanguard Capital Management1,573,330010,047,2390SCHEDULE 13G, 2026-04-30
AQR Capital Management, LLC09,643,66609,773,107SCHEDULE 13G, 2026-08-13
AQR Capital Management Holdings, LLC09,643,66609,773,107SCHEDULE 13G, 2026-08-13
Victory Capital Management, Inc.8,200,46608,351,3660SCHEDULE 13G/A, 2026-05-12

The latest filing identifies Nnn Reit, Inc. by CUSIP 637417106 and gives its principal executive office as 450 S ORANGE AVE, SUITE 900, ORLANDO, FL 32801 (SCHEDULE 13G, 2026-08-13).

FiledHolderPercentFiling
2025-08-08Victory Capital Management, Inc.4.93%SCHEDULE 13G/A
2025-10-28Victory Capital Management, Inc.5.17%SCHEDULE 13G
2026-01-30The Vanguard Group13.81%SCHEDULE 13G/A
2026-02-09State Street Corporation6%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management8.74%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.28%SCHEDULE 13G
2026-05-12Victory Capital Management, Inc.4.39%SCHEDULE 13G/A
2026-08-06Fmr LLC6%SCHEDULE 13G/A
2026-08-13AQR Capital Management, LLC5.14%SCHEDULE 13G
DateRecordFigureOur pageSource
August 17, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Orchid Island Capital, Inc.

At 5% or more2
Filings5
Latest filing2026-08-06

Orchid Island Capital, Inc. has 5 Schedule 13D or 13G filings on record since 2025-10-17. 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.10.1%20,131,144SCHEDULE 13G/A, 2026-08-062026-07-31
Vanguard Capital Management5.23%10,496,780SCHEDULE 13G, 2026-07-312026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.19,796,479020,131,1440SCHEDULE 13G/A, 2026-08-06
Vanguard Capital Management1,563,434010,496,7800SCHEDULE 13G, 2026-07-31
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Orchid Island Capital, Inc. by CUSIP 68571X301 and gives its principal executive office as 3305 FLAMINGO DRIVE, VERO BEACH, FL 32963 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2025-10-17BlackRock, Inc.7.7%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-07-29BlackRock, Inc.9.99%SCHEDULE 13G/A
2026-07-31Vanguard Capital Management5.23%SCHEDULE 13G
2026-08-06BlackRock, Inc.10.1%SCHEDULE 13G/A

OTG Acquisition Corp. I

At 5% or more4
Filings7
Latest filing2026-08-14

OTG Acquisition Corp. I has 7 Schedule 13D or 13G filings on record since 2025-09-18. 4 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
Adage Capital Management, L.P.7.57%1,800,000SCHEDULE 13G, 2025-11-132025-09-30
Glazer Capital, LLC6.73%1,600,000SCHEDULE 13G, 2026-08-132026-06-30
Linden Advisors LP5.3%1,250,000SCHEDULE 13G, 2025-09-182025-09-15
Aristeia Capital, L.L.C.5.15%1,225,000SCHEDULE 13G, 2025-11-142025-09-30
Meteora Capital, LLC1.3%308,544SCHEDULE 13G/A, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Glazer Capital, LLC01,600,00001,600,000SCHEDULE 13G, 2026-08-13
Paul J. Glazer01,600,00001,600,000SCHEDULE 13G, 2026-08-13
Meteora Capital, LLC0308,5440308,544SCHEDULE 13G/A, 2026-08-14

The latest filing identifies OTG Acquisition Corp. I by CUSIP G6791A100 and gives its principal executive office as 12003 Cielo Court, Palm Beach Gardens, FL 33418 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-09-18Linden Advisors LP5.3%SCHEDULE 13G
2025-11-13Adage Capital Management, L.P.7.57%SCHEDULE 13G
2025-11-14Aristeia Capital, L.L.C.5.15%SCHEDULE 13G
2026-02-13Meteora Capital, LLC5.58%SCHEDULE 13G
2026-05-15Meteora Capital, LLC5.58%SCHEDULE 13G/A
2026-08-13Glazer Capital, LLC6.73%SCHEDULE 13G
2026-08-14Meteora Capital, LLC1.3%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 12, 2025IPO filing, Form 424B4—IPO filingsSource
September 5, 2025IPO filing, Form S-1/A—IPO filingsSource
August 25, 2025IPO filing, Form S-1—IPO filingsSource

Public Storage

At 5% or more3
Filings6
Latest filing2026-08-12

Public Storage has 6 Schedule 13D or 13G filings on record since 2025-10-30. 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 Management7.72%13,564,333SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management6.8%11,940,040SCHEDULE 13G, 2026-04-302026-03-31
Capital International Investors5.5%9,703,619SCHEDULE 13G, 2026-08-122026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management22,083013,564,3330SCHEDULE 13G, 2026-04-29
Vanguard Capital Management1,673,943011,940,0400SCHEDULE 13G, 2026-04-30
Capital International Investors9,446,61909,703,6190SCHEDULE 13G, 2026-08-12
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Public Storage by CUSIP 74460D109 and gives its principal executive office as 2811 INTERNET BOULEVARD, FRISCO (SCHEDULE 13G, 2026-08-12).

FiledHolderPercentFiling
2025-10-30The Vanguard Group13.14%SCHEDULE 13G/A
2026-01-30The Vanguard Group14.44%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management7.72%SCHEDULE 13G
2026-04-30Vanguard Capital Management6.8%SCHEDULE 13G
2026-08-12Capital International Investors5.5%SCHEDULE 13G
DateRecordFigureOur pageSource
August 10, 2026Leadership change: S. Wade Sheek appointed, Chief Legal Officer—Leadership changesSource
July 7, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Regency Centers Corp

At 5% or more2
Filings9
Latest filing2026-08-05

Regency Centers Corp has 9 Schedule 13D or 13G filings on record since 2025-08-12. 2 holders' latest filing reports 5% or more of common stock, $0.01 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management8.19%15,010,830SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management7.01%12,845,240SCHEDULE 13G, 2026-04-302026-03-31
T. Rowe Price Associates, Inc.4.9%8,873,400SCHEDULE 13G/A, 2026-02-172025-12-31
Jpmorgan Chase & Co3.7%6,801,286SCHEDULE 13G/A, 2026-05-052026-04-30
Principal Real Estate Investors LLC3.6%6,527,228SCHEDULE 13G/A, 2026-08-052026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management1,554,511012,845,2400SCHEDULE 13G, 2026-04-30
Jpmorgan Chase & Co6,364,85378,0766,720,57280,594SCHEDULE 13G/A, 2026-05-05
Principal Global Investors01,204,48401,204,484SCHEDULE 13G/A, 2026-08-05
Principal Real Estate Investors LLC06,527,22806,527,228SCHEDULE 13G/A, 2026-08-05

The latest filing identifies Regency Centers Corp by CUSIP 758849103 and gives its principal executive office as ONE INDEPENDENT DRIVE, SUITE 114, JACKSONVILLE, FL 32202 (SCHEDULE 13G/A, 2026-08-05).

FiledHolderPercentFiling
2025-08-12Principal Real Estate Investors LLC4.2%SCHEDULE 13G
2025-11-06Principal Real Estate Investors LLC4.1%SCHEDULE 13G/A
2026-02-17T. Rowe Price Associates, Inc.4.9%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management8.19%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.01%SCHEDULE 13G
2026-05-05Jpmorgan Chase & Co3.7%SCHEDULE 13G/A
2026-05-12Principal Real Estate Investors LLC4.5%SCHEDULE 13G
2026-08-05Principal Real Estate Investors LLC3.6%SCHEDULE 13G/A

Safehold Inc

At 5% or more2
Filings3
Latest filing2026-08-14

Safehold Inc has 3 Schedule 13D or 13G filings on record since 2026-03-27. 2 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
Vanguard Portfolio Management6.99%5,017,593SCHEDULE 13G, 2026-04-292026-03-31
T. Rowe Price Investment Management, Inc.6.5%4,677,813SCHEDULE 13G/A, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management21,57305,017,5930SCHEDULE 13G, 2026-04-29
T. Rowe Price Investment Management, Inc.4,649,59304,677,8130SCHEDULE 13G/A, 2026-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Safehold Inc by CUSIP 78646V107 and gives its principal executive office as 1114 AVENUE OF THE AMERICAS, 39TH FLOOR, NEW YORK, NY 10036 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.99%SCHEDULE 13G
2026-08-14T. Rowe Price Investment Management, Inc.6.5%SCHEDULE 13G/A

Tanger Inc

At 5% or more3
Filings6
Latest filing2026-08-06

Tanger Inc has 6 Schedule 13D or 13G filings on record since 2026-01-08. 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
Fmr LLC14.4%16,538,440SCHEDULE 13G/A, 2026-08-062026-06-30
Vanguard Portfolio Management10.37%11,943,299SCHEDULE 13G, 2026-02-052026-01-30
Vanguard Capital Management5.33%6,108,147SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC16,149,174016,538,4400SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson0016,538,4400SCHEDULE 13G/A, 2026-08-06
Vanguard Capital Management947,60106,108,1470SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Tanger Inc by CUSIP 875465106 and gives its principal executive office as 3200 Northline Avenue, Suite 360, Greensboro, NC 27408 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2026-01-08Fmr LLC10.1%SCHEDULE 13G/A
2026-02-05Vanguard Portfolio Management10.37%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.33%SCHEDULE 13G
2026-05-06Fmr LLC13.2%SCHEDULE 13G/A
2026-08-06Fmr LLC14.4%SCHEDULE 13G/A

Trailblazer Acquisition Corp

At 5% or more1
Filings3
Latest filing2026-08-14

Trailblazer Acquisition Corp has 3 Schedule 13D or 13G filings on record since 2026-02-13. 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
Meteora Capital, LLC5.33%1,465,886SCHEDULE 13G/A, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Meteora Capital, LLC01,465,88601,465,886SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Trailblazer Acquisition Corp by CUSIP G9009S103 and gives its principal executive office as 152 West 57th Street, 27th floor, New York, NY 10019 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-02-13Meteora Capital, LLC8.09%SCHEDULE 13G
2026-05-15Meteora Capital, LLC7.76%SCHEDULE 13G/A
2026-08-14Meteora Capital, LLC5.33%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 11, 2025IPO filing, Form 424B4—IPO filingsSource
August 25, 2025IPO filing, Form S-1/A—IPO filingsSource
August 11, 2025IPO filing, Form S-1/A—IPO filingsSource
July 11, 2025IPO filing, Form S-1—IPO filingsSource

Two Harbors Investment Corp.

At 5% or more4
Filings7
Latest filing2026-08-11

Two Harbors Investment Corp. has 7 Schedule 13D or 13G filings on record since 2025-07-18. 4 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.16%16,598,512SCHEDULE 13G/A, 2025-07-182025-06-30
Glazer Capital, LLC7.49%7,871,945SCHEDULE 13G/A, 2026-08-112026-08-03
Vanguard Portfolio Management5.88%6,186,070SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.16%5,422,979SCHEDULE 13G, 2026-04-302026-03-31
Allspring Global Investments Holdings, LLC4%4,203,377SCHEDULE 13G/A, 2025-10-102025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Glazer Capital, LLC07,871,94507,871,945SCHEDULE 13G/A, 2026-08-11
Paul J. Glazer07,871,94507,871,945SCHEDULE 13G/A, 2026-08-11
Vanguard Portfolio Management66,17606,186,0700SCHEDULE 13G, 2026-04-29
Vanguard Capital Management771,69905,422,9790SCHEDULE 13G, 2026-04-30

The latest filing identifies Two Harbors Investment Corp. by CUSIP 90187B804 and gives its principal executive office as 1601 Utica Avenue South, Suite 900, St. Louis Park, MN 55416 (SCHEDULE 13G/A, 2026-08-11).

FiledHolderPercentFiling
2025-07-18BlackRock, Inc.16%SCHEDULE 13G/A
2025-10-10Allspring Global Investments Holdings, LLC4%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.88%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.16%SCHEDULE 13G
2026-08-10Glazer Capital, LLC7.49%SCHEDULE 13G
2026-08-11Glazer Capital, LLC7.49%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 10, 2026Leadership change: Madhur Agarwal appointed, Chief Financial Officer, and 1 more—Leadership changesSource
August 25, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

UDR, Inc.

At 5% or more4
Filings9
Latest filing2026-08-14

UDR, Inc. has 9 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.

HolderPercentSharesLatestEvent date
BlackRock, Inc.9.5%30,772,149SCHEDULE 13G/A, 2026-07-302026-06-30
Vanguard Portfolio Management8%26,305,231SCHEDULE 13G, 2026-04-292026-03-31
Capital Research Global Investors7.8%25,634,147SCHEDULE 13G, 2026-05-142026-03-31
Vanguard Capital Management7.09%23,309,217SCHEDULE 13G, 2026-04-302026-03-31
Cohen & Steers, Inc.4.77%15,484,627SCHEDULE 13G/A, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.29,183,623030,772,1490SCHEDULE 13G/A, 2026-07-30
Cohen & Steers, Inc.10,907,262015,484,6270SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Capital Management, Inc.10,868,807015,265,1260SCHEDULE 13G/A, 2026-08-14
Cohen & Steers UK Limited9,7960190,8420SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Asia Limited0000SCHEDULE 13G/A, 2026-08-14
Cohen & Steers Ireland Limited3,035028,6590SCHEDULE 13G/A, 2026-08-14

The latest filing identifies UDR, Inc. by CUSIP 902653104 and gives its principal executive office as 1745 Shea Center Drive, Suite 200, Highlands Ranch, CO 80129 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-08-14Cohen & Steers, Inc.7.92%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management8%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.09%SCHEDULE 13G
2026-05-14Capital Research Global Investors7.8%SCHEDULE 13G
2026-05-15Cohen & Steers, Inc.6.34%SCHEDULE 13G/A
2026-07-08Cohen & Steers, Inc.4.77%SCHEDULE 13G/A
2026-07-30BlackRock, Inc.9.5%SCHEDULE 13G/A
2026-08-14Cohen & Steers, Inc.4.77%SCHEDULE 13G/A

Vornado Realty Trust

At 5% or more4
Filings5
Latest filing2026-08-14

Vornado Realty Trust has 5 Schedule 13D or 13G filings on record since 2026-03-27. 4 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
Norges Bank7.71%14,709,182SCHEDULE 13G/A, 2026-05-112026-03-31
Vanguard Portfolio Management7.68%14,658,393SCHEDULE 13G, 2026-04-292026-03-31
Franklin Resources, Inc.6.9%13,159,589SCHEDULE 13G/A, 2026-04-292026-03-31
T. Rowe Price Associates, Inc.5.1%9,547,152SCHEDULE 13G, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Norges Bank14,709,182014,709,1820SCHEDULE 13G/A, 2026-05-11
Vanguard Portfolio Management21,355014,658,3930SCHEDULE 13G, 2026-04-29
Franklin Resources, Inc.13,154,795013,159,5890SCHEDULE 13G/A, 2026-04-29
Charles B. Johnson0000SCHEDULE 13G/A, 2026-04-29
Rupert H. Johnson, Jr.0000SCHEDULE 13G/A, 2026-04-29
Putnam Investment Management LLC9,961,33009,961,3300SCHEDULE 13G/A, 2026-04-29
T. Rowe Price Associates, Inc.9,518,87909,547,1520SCHEDULE 13G, 2026-08-14

The latest filing identifies Vornado Realty Trust by CUSIP 929042109 and gives its principal executive office as 888 SEVENTH AVE, NEW YORK, NY 10019 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Franklin Resources, Inc.6.9%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management7.68%SCHEDULE 13G
2026-05-11Norges Bank7.71%SCHEDULE 13G/A
2026-08-14T. Rowe Price Associates, Inc.5.1%SCHEDULE 13G

Welltower, Inc.

At 5% or more2
Filings10
Latest filing2026-08-07

Welltower, Inc. has 10 Schedule 13D or 13G filings on record since 2025-07-28. 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 Capital Management7.55%52,720,335SCHEDULE 13G, 2026-04-302026-03-31
Vanguard Portfolio Management6.01%41,946,928SCHEDULE 13G, 2026-04-292026-03-31
Norges Bank4.9%32,249,762SCHEDULE 13G/A, 2025-07-282025-06-30
Cohen & Steers, Inc.4.9%35,296,808SCHEDULE 13G/A, 2026-08-072026-07-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management7,367,901052,720,3350SCHEDULE 13G, 2026-04-30
Vanguard Portfolio Management83,879041,946,9280SCHEDULE 13G, 2026-04-29
Cohen & Steers, Inc.29,375,604035,296,8080SCHEDULE 13G/A, 2026-08-07
Cohen & Steers Capital Management, Inc.29,078,015034,806,7400SCHEDULE 13G/A, 2026-08-07
Cohen & Steers UK Limited180,4670372,9460SCHEDULE 13G/A, 2026-08-07
Cohen & Steers Asia Limited0000SCHEDULE 13G/A, 2026-08-07
Cohen & Steers Ireland Limited12,5080117,1220SCHEDULE 13G/A, 2026-08-07

The latest filing identifies Welltower, Inc. by CUSIP 95040Q104 and gives its principal executive office as 4500 Dorr Street, Toledo, OH 43615 (SCHEDULE 13G/A, 2026-08-07).

FiledHolderPercentFiling
2025-07-28Norges Bank4.9%SCHEDULE 13G/A
2025-07-29The Vanguard Group13.11%SCHEDULE 13G/A
2025-11-14Cohen & Steers, Inc.5.09%SCHEDULE 13G/A
2026-01-08Cohen & Steers, Inc.4.93%SCHEDULE 13G/A
2026-02-13Cohen & Steers, Inc.4.93%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.01%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.55%SCHEDULE 13G
2026-05-15Cohen & Steers, Inc.5.18%SCHEDULE 13G
2026-08-07Cohen & Steers, Inc.4.9%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.