MentionFox
Home › Stakes › Core University Living Real Estate Income Trust
5%+ stakes · Schedule 13D and 13G

Core University Living Real Estate Income Trust: 5%+ holders

Before you sign with, sell to or invest in Core University Living Real Estate Income Trust

MentionFox check on Core University Living Real Estate Income Trust: no red flags found in 5 sources (checked 10 November 2026). mentionfox.com/c/stakes/core-university-living-real-estate-income-trust

Check Core University Living Real Estate Income Trust before you sign, sell or invest Free, no sign-up: every record on file, each linked to its source.

What do you want to do about Core University Living Real Estate Income Trust?

Who has reported owning 5% or more of Core University Living Real Estate Income Trust, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 10, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of Core University Living Real Estate Income Trust. The largest reported stake is SEI Investments Co's, at 30.42%. 5 filings are on record since July 28, 2026 (Schedule 13G, August 7, 2026).

Sell to companies like Core University Living Real Estate Income Trust? Enter your website and see 10 with a filed reason to buy from you this month. Free.

Opens in a new tab. No signup.

Key facts

  • · Reporting person: CS RE Holdings, LLC · Sole voting: 0 · Shared voting: 2,625,661 · Sole dispositive: 0 · Shared dispositive: 2,625,661 · SCHEDULE 13D/A, 2026-11-09
  • · Reporting person: SEI Investments Co · Sole voting: 4,000,000 · Shared voting: 0 · Sole dispositive: 4,000,000 · Shared dispositive: 0 · SCHEDULE 13G, 2026-08-07
  • · Reporting person: Sterling Capital Management LLC · Sole voting: 3,500,000 · Shared voting: 0 · Sole dispositive: 3,500,000 · Shared dispositive: 0 · SCHEDULE 13G, 2026-08-07
  • · Reporting person: Coastal Horizons, LLC · Sole voting: 0 · Shared voting: 1,000,000 · Sole dispositive: 0 · Shared dispositive: 1,000,000 · SCHEDULE 13G, 2026-08-04
  • · Holder: CS RE Holdings, LLC · Percent: 23.51% · SCHEDULE 13D
At 5% or more4
Filings5
Latest filing2026-11-09

Core University Living Real Estate Income Trust has 5 Schedule 13D or 13G filings on record since 2026-07-28. 4 holders' latest filing reports 5% or more of common shares of beneficial interest, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
SEI Investments Co30.42%4,000,000SCHEDULE 13G, 2026-08-072026-07-31
Sterling Capital Management LLC26.62%3,500,000SCHEDULE 13G, 2026-08-072026-07-28
CS RE Holdings, LLC19.1%2,625,661SCHEDULE 13D/A, 2026-11-092026-10-01
Coastal Horizons, LLC7.61%1,000,000SCHEDULE 13G, 2026-08-042026-07-28

Holding shares or following this stake? See who's behind Core University Living Real Estate Income Trust and the warning signs.

Watch Core University Living Real Estate Income Trust: email me the next time it files something

Free to see. No signup.

Want the whole picture on Core University Living Real Estate Income Trust?

Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

A Full Report on Core University Living Real Estate Income Trust: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on Core University Living Real Estate Income Trust covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    5 cited sources found

Plus the sections for what you are deciding, which you pick after ordering.

See a sample report

First screen of a real sample Full Report on EchoStar: the verdict, 17 sections, 63 cited sources, built 2026-10-21A real finished report, first screen. Opens in a new tab.

Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
SEI Investments Co4,000,00004,000,0000SCHEDULE 13G, 2026-08-07
Sterling Capital Management LLC3,500,00003,500,0000SCHEDULE 13G, 2026-08-07
CS RE Holdings, LLC02,625,66102,625,661SCHEDULE 13D/A, 2026-11-09
Core Spaces, LLC02,625,66102,625,661SCHEDULE 13D/A, 2026-11-09
Marc Lifshin02,625,66102,625,661SCHEDULE 13D/A, 2026-11-09
Coastal Horizons, LLC01,000,00001,000,000SCHEDULE 13G, 2026-08-04
Aimee Katz01,000,00001,000,000SCHEDULE 13G, 2026-08-04
April Jalazo01,000,00001,000,000SCHEDULE 13G, 2026-08-04

The latest filing identifies Core University Living Real Estate Income Trust by CUSIP 21874U805 and gives its principal executive office as 1400 N. Kingsbury St., Chicago, IL 60642 (SCHEDULE 13D/A, 2026-11-09).

What the percentages are based on

The information required by Items 4(a) - (c) set forth in Rows 5 through 11 of the cover page for each Reporting Person is incorporated herein by reference for each such Reporting Person. The percentages set forth in this Schedule 13G are based on 13,148,359 Common Shares of the Issuer outstanding, according to information provided by the Issuer as of August 3, 2026.Coastal Horizons, LLC, SCHEDULE 13G, 2026-08-04

Timeline

FiledHolderPercentFiling
2026-07-28CS RE Holdings, LLC23.51%SCHEDULE 13D
2026-08-04Coastal Horizons, LLC7.61%SCHEDULE 13G
2026-08-07SEI Investments Co30.42%SCHEDULE 13G
2026-08-07Sterling Capital Management LLC26.62%SCHEDULE 13G
2026-11-09CS RE Holdings, LLC19.1%SCHEDULE 13D/A

Questions about who owns Core University Living Real Estate Income Trust

Who owns Core University Living Real Estate Income Trust?

On this page, 4 holders' latest ownership filings report 5% or more of Core University Living Real Estate Income Trust: SEI Investments Co (30.42%, Schedule 13G, filed 2026-08-07), Sterling Capital Management LLC (26.62%, Schedule 13G, filed 2026-08-07), CS RE Holdings, LLC (19.1%, Schedule 13D/A, filed 2026-11-09) and Coastal Horizons, LLC (7.61%, Schedule 13G, filed 2026-08-04).

Who are the largest shareholders of Core University Living Real Estate Income Trust?

By the share each holder's latest filing reports, the largest holders of Core University Living Real Estate Income Trust on this page are SEI Investments Co (30.42%), Sterling Capital Management LLC (26.62%) and CS RE Holdings, LLC (19.1%).

When did SEI Investments Co buy into Core University Living Real Estate Income Trust?

The filings give report dates, not purchase dates. The earliest filing from SEI Investments Co on this page is the Schedule 13G, filed 2026-08-07, reporting 30.42%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 5 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Tools for this story

Each opens in a new tab, filled in for Core University Living Real Estate Income Trust. With no account yet, you sign up free and land on the result.

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.

Cite this page

Permanent URL: https://mentionfox.com/stakes/core-university-living-real-estate-income-trust
Last updated 2026-11-10
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Core University Living Real Estate Income Trust? 4 holders at 5% or more, largest SEI Investments Co 30.42%. MentionFox, 2026-11-10. https://mentionfox.com/stakes/core-university-living-real-estate-income-trust