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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.

4 hedge funds and large institutions have $3.59M invested in EXCEL TRUST INC CUM RED PFD STK SER B (MD) in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 34 (+1)

13% more capital invested

Capital invested by funds: $3.17M → $3.59M (+$418K)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.12%
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
$1.42M +$28.5K +1,100 +2%
KIA
2
KCM Investment Advisors
California
$1.33M +$141K +5,451 +12%
CNB
3
City National Bank
California
$582K
ECM
4
EII Capital Management
New York
$259K +$259K +10,000 New

EXL.PRB Hedge Fund Activity: Q1 2014 in Review

4 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in EXCEL TRUST INC CUM RED PFD STK SER B (MD) (EXL.PRB) for Q1 2014, worth a combined $3.59M — up 13% from $3.17M 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 EII Capital Management, opening a new position worth an estimated $259K.

  • 4 institutional investors held EXCEL TRUST INC CUM RED PFD STK SER B (MD) (EXL.PRB) as of Q1 2014, up from 3 in Q4 2013.
  • Funds reported $3.59M of EXCEL TRUST INC CUM RED PFD STK SER B (MD) stock for Q1 2014, up 13% quarter-over-quarter.
  • 1 fund opened new EXCEL TRUST INC CUM RED PFD STK SER B (MD) positions in Q1 2014 and 0 closed out, a net change of +1 holder.
  • The largest EXCEL TRUST INC CUM RED PFD STK SER B (MD) buyer in Q1 2014 was EII Capital Management, an estimated $259K added.

Based on aggregated 13F filings for Q1 2014.