EXCEL TR INC's ticker is EXL and the CUSIP is 30068C109. A total of 130 filers reported holding EXCEL TR INC in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $162,000 | +8.7% | 11,566 | +3.8% | 0.01% | 0.0% |
| Q4 2014 | $149,000 | +11.2% | 11,147 | -1.9% | 0.01% | 0.0% |
| Q3 2014 | $134,000 | -11.8% | 11,368 | 0.0% | 0.01% | -15.4% |
| Q2 2014 | $152,000 | +3.4% | 11,368 | -1.9% | 0.01% | 0.0% |
| Q1 2014 | $147,000 | +11.4% | 11,586 | 0.0% | 0.01% | +8.3% |
| Q4 2013 | $132,000 | -12.0% | 11,586 | -7.5% | 0.01% | +100.0% |
| Q3 2013 | $150,000 | -57.3% | 12,527 | -54.2% | 0.01% | -57.1% |
| Q2 2013 | $351,000 | – | 27,364 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | 3,065,530 | $36,786,000 | 2.61% |
| SHIKIAR ASSET MANAGEMENT INC | 195,900 | $2,351,000 | 1.17% |
| Forward Management, LLC | 1,284,406 | $15,413,000 | 1.00% |
| RMR Advisors LLC | 113,568 | $1,363,000 | 0.93% |
| INVESTMENT COUNSELORS OF MARYLAND LLC | 1,440,000 | $17,280,000 | 0.73% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 3,156,406 | $37,877,000 | 0.64% |
| FIC CAPITAL INC | 87,538 | $1,050,000 | 0.53% |
| Independent Order of Foresters | 41,732 | $500,000 | 0.49% |
| APG Asset Management US Inc. | 2,039,501 | $24,474,000 | 0.27% |
| American Assets Investment Management, LLC | 60,000 | $720,000 | 0.25% |