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: 699; Last 30 days · 09/03–10/02
13D reports: 378; Last 30 days · 09/03–10/02
First reports over 5%: 260; Last 30 days · 09/03–10/02
Dropped below 5%: 94; Last 30 days · 09/03–10/02

5% stake reports

Extra Space Storage EXR

	Holder			Kind
08/14	Cohen & Steers08/14	6.2%13,090,223 sh	−1.0pp	13G passiveAmendment
04/29	Vanguard Capital Management04/29	7.58%16,007,966 sh	First report	13G passive
04/29	Vanguard Portfolio Management04/29	8.71%18,409,459 sh	First report	13G passive
25/05/15	Cohen & Steers25/05/15	7.21%15,283,530 sh	First report	13G passive