5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 652; Last 30 days · 09/03–10/02
13D reports: 357; Last 30 days · 09/03–10/02
First reports over 5%: 241; Last 30 days · 09/03–10/02
Dropped below 5%: 83; Last 30 days · 09/03–10/02

5% stake reports

Agree Realty ADC

	Holder			Kind
08/14	Cohen & Steers08/14	13.71%16,465,990 sh	−1.2pp	13G passiveAmendment
05/15	Cohen & Steers05/15	14.93%17,918,363 sh	+3.6pp	13G passiveAmendment
05/12	State Street05/12	5%5,967,031 sh	−0.1pp	13G passive
04/29	Vanguard Capital Management04/29	5.27%6,332,281 sh	First report	13G passive
04/28	Vanguard Portfolio Management04/28	8.56%10,277,845 sh	First report	13G passive
25/06/06	Cohen & Steers25/06/06	11.37%12,512,001 sh	+1.9pp	13G passiveAmendment
25/02/05	State Street25/02/05	5.1%5,264,022 sh	First report	13G passive