EXCEL TR INC's ticker is EXL and the CUSIP is 30068C109. A total of 110 filers reported holding EXCEL TR INC in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $563,000 | +4.8% | 40,130 | 0.0% | 0.01% | +16.7% |
| Q4 2014 | $537,000 | +13.8% | 40,130 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $472,000 | -11.8% | 40,130 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $535,000 | +5.1% | 40,130 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $509,000 | +11.4% | 40,130 | 0.0% | 0.01% | +20.0% |
| Q4 2013 | $457,000 | -5.2% | 40,130 | 0.0% | 0.01% | +25.0% |
| Q3 2013 | $482,000 | -13.9% | 40,130 | -8.3% | 0.00% | -20.0% |
| Q2 2013 | $560,000 | – | 43,740 | – | 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% |