EXCEL TR INC's ticker is EXL and the CUSIP is 30068C109.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $14,437,000 | +5286.9% | 915,481 | +3927.6% | 0.00% | – |
| Q3 2014 | $268,000 | -44.9% | 22,730 | -37.7% | 0.00% | – |
| Q2 2014 | $486,000 | -45.9% | 36,459 | -48.6% | 0.00% | – |
| Q1 2014 | $899,000 | +30.3% | 70,879 | +17.0% | 0.00% | – |
| Q4 2013 | $690,000 | +248.5% | 60,555 | +266.2% | 0.00% | – |
| Q3 2013 | $198,000 | -7.9% | 16,534 | -1.7% | 0.00% | – |
| Q2 2013 | $215,000 | -48.9% | 16,817 | -49.4% | 0.00% | – |
| Q4 2012 | $421,000 | +19.3% | 33,212 | +7.4% | 0.00% | – |
| Q3 2012 | $353,000 | -74.2% | 30,912 | -72.9% | 0.00% | -100.0% |
| Q2 2012 | $1,366,000 | +138.0% | 114,186 | +140.3% | 0.00% | – |
| Q1 2012 | $574,000 | – | 47,513 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | 2,995,318 | $40,107,000 | 2.52% |
| Forward Management, LLC | 1,861,817 | $24,929,000 | 1.36% |
| SHIKIAR ASSET MANAGEMENT INC | 183,871 | $2,462,000 | 1.16% |
| Opus Capital Group, LLC | 541,260 | $7,247,000 | 1.05% |
| FIC CAPITAL INC | 198,684 | $2,660,000 | 1.03% |
| INVESTMENT COUNSELORS OF MARYLAND LLC | 1,383,454 | $18,524,000 | 0.90% |
| RMR Advisors LLC | 113,568 | $1,521,000 | 0.82% |
| FALCON POINT CAPITAL, LLC | 35,000 | $469,000 | 0.43% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,872,797 | $25,076,000 | 0.18% |
| TWO SIGMA SECURITIES, LLC | 16,271 | $218,000 | 0.18% |