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EXL.PRB

EXCEL TRUST INC CUM RED PFD STK SER B (MD)
EXL.PRB

Delisted

EXL.PRB was delisted on the 31st of July, 2015.

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2 hedge funds and large institutions have $2.27M invested in EXCEL TRUST INC CUM RED PFD STK SER B (MD) in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $2.12M → $2.27M (+$145K)

0% more funds holding

Funds holding: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
2
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
+$195K

Top Sellers

Rank Fund Capital Flow
1
SAM
Shikiar Asset Management
New York
-$25.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Shikiar Asset Management
New York
$1.33M -$25.1K -975 -2%
KIA
2
KCM Investment Advisors
California
$943K +$195K +7,594 +26%

EXL.PRB Hedge Fund Activity: Q3 2013 in Review

2 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in EXCEL TRUST INC CUM RED PFD STK SER B (MD) (EXL.PRB) for Q3 2013, worth a combined $2.27M — up 6.8% from $2.12M a quarter earlier.

Fund positioning in EXL.PRB was balanced in Q3 2013: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was KCM Investment Advisors, adding an estimated $195K. The largest seller was Shikiar Asset Management, cutting an estimated $25.1K.

  • 2 institutional investors held EXCEL TRUST INC CUM RED PFD STK SER B (MD) (EXL.PRB) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $2.27M of EXCEL TRUST INC CUM RED PFD STK SER B (MD) stock for Q3 2013, up 6.8% quarter-over-quarter.
  • 0 funds opened new EXCEL TRUST INC CUM RED PFD STK SER B (MD) positions in Q3 2013 and 0 closed out.
  • The largest EXCEL TRUST INC CUM RED PFD STK SER B (MD) buyer in Q3 2013 was KCM Investment Advisors, an estimated $195K added.
  • The largest EXCEL TRUST INC CUM RED PFD STK SER B (MD) seller in Q3 2013 was Shikiar Asset Management, an estimated $25.1K sold.

Based on aggregated 13F filings for Q3 2013.