These disclosures are from 13Ds filed with the Securities and Exchange Commission. 13Ds are filed within 10 days of an entity's attaining more than 5% in any class of a company's securities. Subsequent changes in holdings or intentions must be reported in amended filings. This material is from Aug. 6 through Aug. 12, 2026. Source: VerityData
Activist Filings
UMH Properties(UMH) Erez Asset Management disclosed a new position in the manufactured-housing REIT of 4,270,000 shares. Erez purchased 555,280 of those shares from June 16 through Aug. 7 at per share prices ranging from $14.95 to $15.90.
On July 13, Erez delivered a letter to UMH's board, revealing it had become aware of acquisition interest from strategic and financial buyers and urging a comprehensive review of strategic alternatives, including a sale of the company. Erez also disclosed in the letter that it estimated UMH's net asset value at $21.25 to $24.25 per share, implying meaningful upside to recent trading levels.
Following the latest purchases, Erez Asset Management owns an initial 5% stake in UMH Properties' outstanding stock. Shares of UMH Properties have gained just 2.5% in value in 2026.
Decreases in Holdings
MBX Biosciences (MBX) OrbiMed Advisors lowered its stake in the clinical-stage biopharmaceutical company to 3,074,853 shares. OrbiMed Advisors did so through the sale of 563,034 MBX Biosciences shares from June 29 through Aug. 7 at per share prices ranging from $53.48 to $68.29. Following the latest sales, OrbiMed Advisors continues to own a 6.4% stake in MBX Biosciences' outstanding stock. Shares of MBX Biosciences have gained about 119.2% in value in 2026.
Core Scientific (CORZ) Situational Awareness lowered its stake in the data-center infrastructure company to 14,089,395 shares. Situational Awareness did so through the sale of 11,919,078 Core Scientific shares from July 14 through Aug. 3 at per share prices ranging from $19.48 to $22.41. Following the latest sales, Situational Awareness continues to own a 4.4% stake in Core Scientific's outstanding stock, placing Situational Awareness below the 5% threshold that would require it to report further sales. Shares of Core Scientific have gained roughly 30.5% in value in 2026.
Gran Tierra Energy(GTE) Equinox Partners Investment Management lowered its stake in the oil-and-gas company to 4,781,471 shares. Equinox Partners did so through the sale of 1.6 million Gran Tierra Energy shares from Aug. 5 through Aug. 6 at per share prices ranging from $9 to $11.10. Following the latest sales, Equinox Partners continues to own a 13.5% stake in Gran Tierra Energy's outstanding stock. Shares of Gran Tierra Energy have gained about 121% in value in 2026.
Shoulder Innovations $(SI)$ Gilde Healthcare lowered its stake in the maker of shoulder replacement implants to 2,212,207 shares. Gilde Healthcare did so through the sale of 168,275 Shoulder Innovations shares from July 30 through Aug. 6 at per share prices ranging from $22.60 to $23.73. Following the latest sales, Gilde Healthcare continues to own a 10.7% stake in Shoulder Innovations' outstanding stock. Shares of Shoulder Innovations have gained roughly 34.6% in value in 2026.
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