Holding And Other Investment Offices - Latest Activist Disclosures

This table shows recent activist investor (Schedule 13D) filings made in this industry. Any investor or hedge fund that makes an investment with the intention of influencing management is considered an activist investor and must file a 13D.

Date Form Target Company Investor Shares Ownership
(Percent)		 Ownership Change
(Percent)
2025-09-19 13D DMYY / dMY Squared Technology Group, Inc. National Philanthropic Trust 231,520 9.00
2025-09-08 13D/A ISPO / Inspirato Incorporated Stoney Lonesome HF LP 669,271 5.40 0.00
2025-09-03 13D/A MDRR / Medalist Diversified REIT, Inc. Kavanaugh Frank 586,064 38.93 38.50
2025-09-03 13D/A MDRR / Medalist Diversified REIT, Inc. Carlson Marc 21,039 1.40 -79.18
2025-09-03 13D/A MDRR / Medalist Diversified REIT, Inc. Kramer Kory J. 41,039 2.73 -59.38
2025-09-02 13D/A ISPO / Inspirato Incorporated Stoney Lonesome HF LP 669,271 5.40 -12.41
2025-09-02 13D WHLR / Wheeler Real Estate Investment Trust, Inc. Diveroli Investment Group LLC 203,000 9.48
2025-08-28 13D/A RC / Ready Capital Corporation Amster Howard 11,615,200 7.10 29.40
2025-08-27 13D/A BHR / Braemar Hotels & Resorts Inc. Ghassemieh Babak 2,615,942 3.70 -0.76
2025-08-27 13D/A MDRR / Medalist Diversified REIT, Inc. Kavanaugh Frank 423,165 28.11 9.05
2025-08-27 13D/A XELB / Xcel Brands, Inc. DiSanto Mark 354,174 7.40 -75.79
2025-08-21 13D MKZR / MacKenzie Realty Capital, Inc. Dixon Robert E 93,582 5.50
2025-08-18 13D PLYM / Plymouth Industrial REIT, Inc. TSSP Sub-Fund HoldCo LLC 4,944,921 9.99 -0.86
2025-08-14 13D/A XELB / Xcel Brands, Inc. D Loren Robert W 911,362 19.00 -87.56
2025-08-11 13D/A MDRR / Medalist Diversified REIT, Inc. Kavanaugh Frank 388,044 25.80 64.43
2025-08-08 13D MITT / AG Mortgage Investment Trust, Inc. Tpg Gp A, Llc 2,315,966 7.30
2025-08-08 13D UNIT / Uniti Group Inc. Elliott Investment Management L.P. 69,319,418 27.90
2025-08-07 13D/A HHH / Howard Hughes Holdings Inc. Pershing Square Capital Management, L.P. 27,852,064 46.90 0.00
2025-08-05 13D RC / Ready Capital Corporation Amster Howard 8,976,200 5.30
2025-08-04 13D ISPO / Inspirato Incorporated Stoney Lonesome HF LP 764,122 6.10 -13.94
2025-07-25 13D TRON / Tron Inc. Bravemorning Limited 420,000,000 95.93
2025-07-24 13D/A PSNY / Polestar Automotive Holding UK PLC - Depositary Receipt (Common Stock) Li Eric 1,915,521,491 82.90 11.04
2025-07-17 13D/A ONL / Orion Properties Inc. Kawa Capital Management, Inc 5,474,027 9.70 0.00
2025-07-16 13D CMCAF / Capitalworks Emerging Markets Acquisition Corp Valleypark Road, LLC 5,750,000 85.90
2025-07-15 13D/A CMCAF / Capitalworks Emerging Markets Acquisition Corp Vikasati Partners LLC 1,686,001 28.31
2025-07-10 13D/A GGR / Gogoro Inc. Luke Hok-Sum Horace 14,641,830 4.96 -21.51
2025-07-08 13D/A FSP / Franklin Street Properties Corp. Converium Capital Inc. 6,506,414 6.30 22.43
2025-06-20 13D ONL / Orion Properties Inc. Kawa Capital Management, Inc 5,474,027 9.70 76.78
2025-06-18 13D/A GNL / Global Net Lease, Inc. Bellevue Capital Partners, LLC 21,685,012 9.70 0.00
2025-06-18 13D/A PSNY / Polestar Automotive Holding UK PLC - Depositary Receipt (Common Stock) Li Eric 1,725,045,301 81.40 -7.43
2025-06-13 13D/A GNL / Global Net Lease, Inc. Bellevue Capital Partners, LLC 21,685,012 9.70 -26.21
2025-06-09 13D/A COR / Cencora, Inc. Walgreens Boots Alliance, Inc. 9,615,000 4.96 -7.37
2025-06-09 13D/A CMCT / Creative Media & Community Trust Corporation Ressler Richard S 49,908 6.60
2025-06-05 13D BHR / Braemar Hotels & Resorts Inc. Ghassemieh Babak 2,635,937 3.80
2025-06-03 13D/A ISPO / Inspirato Incorporated Handler Brent L 566,987 4.60 -23.68
2025-05-30 13D/A USCTF / Roth CH Acquisition Co. CR Financial Holdings, Inc. 21,184,395 46.80 0.00
2025-05-28 13D/A COR / Cencora, Inc. Walgreens Boots Alliance, Inc. 10,380,000 5.40 0.00
2025-05-21 13D/A SQFT / Presidio Property Trust, Inc. Radoff Family Foundation 3,585 0.30
2025-05-21 13D/A SELF / Global Self Storage, Inc. Winmill Mark Campbell 823,877 7.30 71.50
2025-05-20 13D PGRE / Paramount Group, Inc. Saray Capital (DIFC) Ltd 11,273,504 5.14
2025-05-13 13D/A STLY / HG Holdings, Inc. Hale Partnership Capital Management, LLC 3,902,613 73.50 0.49
2025-05-08 13D/A ISPO / Inspirato Incorporated Handler Brent L 742,936 6.00 -16.30
2025-05-07 13D/A HHH / Howard Hughes Holdings Inc. Pershing Square Capital Management, L.P. 27,852,064 46.90 47.74
2025-04-30 13D/A HHH / Howard Hughes Holdings Inc. Pershing Square Capital Management, L.P. 18,852,064 37.40 0.00
2025-04-18 13D/A ISPO / Inspirato Incorporated Handler Brent L 887,636 7.10 -11.74
2025-04-16 13D/A NYC / American Strategic Investment Co. Bellevue Capital Partners, LLC 1,541,517 58.50 1.83
2025-04-15 13D/A AAT / American Assets Trust, Inc. Rady Ernest S 27,615,851 36.40
2025-04-15 13D/A HHH / Howard Hughes Holdings Inc. Pershing Square Capital Management, L.P. 18,852,064 37.40 0.00
2025-04-07 13D/A HHH / Howard Hughes Holdings Inc. Pershing Square Capital Management, L.P. 18,852,064 37.40 0.00
2025-04-02 13D/A RMCO / Royalty Management Holding Corporation White River Holdings LLC 1,147,187 7.70 3.84