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

InvenTrust Properties IVT

	Holder			Kind
08/07	State Street08/07	5%3,913,223 sh	First report	13G passive
07/28	BlackRock07/28	14.4%11,243,410 sh	+4.4pp	13G passiveAmendment
07/17	BlackRock Portfolio Management07/17	5.3%4,104,616 sh	First report	13G passive
07/07	Vanguard Portfolio Management07/07	10.16%7,920,906 sh	+1.1pp	13G passiveAmendment
05/12	Principal Real Estate Investors05/12	7.9%6,114,964 sh	+2.0pp	13G passiveAmendment
04/30	Vanguard Capital Management04/30	5.18%4,026,452 sh	First report	13G passive
04/29	Vanguard Portfolio Management04/29	9.08%7,056,959 sh	First report	13G passive