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EXL.PRB

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

Delisted

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

3 hedge funds and large institutions have $3.17M invested in EXCEL TRUST INC CUM RED PFD STK SER B (MD) in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 23 (+1)

40% more capital invested

Capital invested by funds: $2.27M → $3.17M (+$905K)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Shikiar Asset Management
New York
$1.4M +$40.8K +1,600 +3%
KIA
2
KCM Investment Advisors
California
$1.19M +$225K +8,824 +24%
CNB
3
City National Bank
California
$584K +$574K +22,500 New

EXL.PRB Hedge Fund Activity: Q4 2013 in Review

3 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in EXCEL TRUST INC CUM RED PFD STK SER B (MD) (EXL.PRB) for Q4 2013, worth a combined $3.17M — up 40% from $2.27M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new EXL.PRB positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.

The largest buyer was City National Bank, opening a new position worth an estimated $574K.

  • 3 institutional investors held EXCEL TRUST INC CUM RED PFD STK SER B (MD) (EXL.PRB) as of Q4 2013, up from 2 in Q3 2013.
  • Funds reported $3.17M of EXCEL TRUST INC CUM RED PFD STK SER B (MD) stock for Q4 2013, up 40% quarter-over-quarter.
  • 1 fund opened new EXCEL TRUST INC CUM RED PFD STK SER B (MD) positions in Q4 2013 and 0 closed out, a net change of +1 holder.
  • The largest EXCEL TRUST INC CUM RED PFD STK SER B (MD) buyer in Q4 2013 was City National Bank, an estimated $574K added.

Based on aggregated 13F filings for Q4 2013.