Core University Living Real Estate Income Trust has 4 Schedule 13D or 13G filings on record since 2026-07-28. 4 holders' latest filing reports 5% or more of common shares (class a). Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| SEI Investments Co | 30.42% | 4,000,000 | SCHEDULE 13G, 2026-08-07 | 2026-07-31 |
| Sterling Capital Management LLC | 26.62% | 3,500,000 | SCHEDULE 13G, 2026-08-07 | 2026-07-28 |
| CS RE Holdings, LLC | 23.51% | 3,090,859 | SCHEDULE 13D, 2026-07-28 | 2026-07-21 |
| Coastal Horizons, LLC | 7.61% | 1,000,000 | SCHEDULE 13G, 2026-08-04 | 2026-07-28 |
Purpose of Transaction (Item 4)
CS RE Holdings, LLC
The Shares reported herein held by CS RE Holdings were acquired as described in Items 3 and 6 of this Schedule 13D. CS RE Holdings holds Shares for investment purposes.Item 4 of the SCHEDULE 13D filed 2026-07-28
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-07-28 | CS RE Holdings, LLC | 23.51% | SCHEDULE 13D |
| 2026-08-04 | Coastal Horizons, LLC | 7.61% | SCHEDULE 13G |
| 2026-08-07 | SEI Investments Co | 30.42% | SCHEDULE 13G |
| 2026-08-07 | Sterling Capital Management LLC | 26.62% | SCHEDULE 13G |
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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.