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 | $1,192,000 | +4.7% | 85,000 | 0.0% | 0.14% | +2.2% |
| Q4 2014 | $1,138,000 | +28.9% | 85,000 | +13.3% | 0.13% | +17.5% |
| Q3 2014 | $883,000 | -26.7% | 75,000 | -17.0% | 0.11% | -41.8% |
| Q2 2014 | $1,204,000 | +18.7% | 90,318 | +12.9% | 0.20% | -14.8% |
| Q1 2014 | $1,014,000 | – | 80,000 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | 2,936,903 | $37,622,000 | 2.70% |
| Forward Management, LLC | 1,284,406 | $16,453,000 | 1.35% |
| SHIKIAR ASSET MANAGEMENT INC | 194,100 | $2,486,000 | 1.24% |
| RMR Advisors LLC | 113,568 | $1,455,000 | 0.94% |
| INVESTMENT COUNSELORS OF MARYLAND LLC | 1,440,000 | $18,446,000 | 0.82% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2,709,306 | $34,706,000 | 0.66% |
| FIC CAPITAL INC | 68,938 | $883,000 | 0.56% |
| Independent Order of Foresters | 34,732 | $445,000 | 0.45% |
| American Assets Investment Management, LLC | 60,000 | $769,000 | 0.28% |
| APG Asset Management US Inc. | 2,036,993 | $26,094,000 | 0.27% |