EXCEL TR INC's ticker is EXL and the CUSIP is 30068C109. A total of 136 filers reported holding EXCEL TR INC in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $1,670,000 | +25.2% | 105,867 | +11.3% | 0.00% | 0.0% |
| Q1 2015 | $1,334,000 | -3.4% | 95,157 | -7.7% | 0.00% | 0.0% |
| Q4 2014 | $1,381,000 | +26.5% | 103,089 | +11.1% | 0.00% | +100.0% |
| Q3 2014 | $1,092,000 | +26.1% | 92,770 | +42.8% | 0.00% | 0.0% |
| Q2 2014 | $866,000 | -1.6% | 64,944 | -6.4% | 0.00% | 0.0% |
| Q1 2014 | $880,000 | -2.0% | 69,385 | -12.0% | 0.00% | 0.0% |
| Q4 2013 | $898,000 | +2.5% | 78,835 | +8.0% | 0.00% | 0.0% |
| Q3 2013 | $876,000 | -6.3% | 73,015 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $935,000 | – | 73,015 | – | 0.00% | – |
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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% |