Excel Trust Inc
(NYSE: EXL)| Shares Outstanding | 47.00 Mil |
| Institutional Ownership (%) | 85.88 |
| Top 10 Institutions (%) | 59.20 |
| Mutual Fund Ownership (%) | 1.13 |
| 5%/Insider Ownership (%) | 0.00 |
| Float (%) | 0.00 |
| DESCRIPTION | # OF HOLDERS | SHARES |
|---|---|---|
| Total Positions | 116 | 40,365,714 |
| New Positions | 14 | 0 |
| Soldout Positions | 25 | 0 |
| Net Position Change | 5 | 1,044,396 |
| Buyers | 63 | 3,566,959 |
| Sellers | 58 | -2,522,563 |
| MUTUAL FUND | SHS HELD | SHS CHG | %CHG | $CHG* | %OUT | %PORT | RPT DATE |
|---|---|---|---|---|---|---|---|
| Vanguard REIT Index Fund | 3,099,480 | 227,114 | 7.9 | 5,915,025 | 6.6 | 0.1 | 03-31-13 |
| Fidelity Real Estate Income Fund | 1,278,928 | 180,000 | 16.4 | 2,572,100 | 2.7 | 1.2 | 01-31-13 |
| Forward Select Income Fund | 1,230,000 | 0 | 0 | 1,205,400 | 2.6 | 1 | 03-31-13 |
| Wells Fargo Advantage Global Dividend Opportunity Fund | 1,035,000 | -140,000 | -11.9 | -759,500 | 2.2 | 4 | 03-31-13 |
| ICM Small Company Portfolio | 886,200 | 0 | 0 | 868,476 | 1.9 | 0.9 | 03-31-13 |
| Fidelity Real Estate Investment Portfolio | 792,200 | -40,000 | -4.8 | 269,556 | 1.7 | 0.3 | 03-31-13 |
| iShares Russell 2000 Index Fund | 711,769 | 87,984 | 14.1 | 1,812,291 | 1.5 | 0 | 03-31-13 |
| Vanguard Total Stock Market Index Fund | 621,404 | 48,396 | 8.4 | 1,222,153 | 1.3 | 0 | 03-31-13 |
| JPMorgan Value Advantage Fund | 569,330 | 0 | 0 | 557,943 | 1.2 | 0.3 | 03-31-13 |
| Met Investors Series - Third Avenue Small Cap Value | 559,496 | 30,000 | 5.7 | 346,530 | 1.2 | 0.5 | 02-28-13 |
| Vanguard Extended Market Index Fund | 377,900 | 7,862 | 2.1 | 469,954 | 0.8 | 0 | 03-31-13 |
| Prudential Global Real Estate Fund | 356,501 | 13,062 | 3.8 | 144,106 | 0.8 | 0.3 | 02-28-13 |
| Transamerica Small/Mid Cap Value Fund | 328,219 | 16,200 | 5.2 | 526,909 | 0.7 | 0.6 | 03-31-13 |
| iShares Russell 2000 Value Index Fund | 322,875 | 18,301 | 6 | 548,291 | 0.7 | 0.1 | 03-31-13 |
| Principal SmallCap Value Fund II | 287,263 | 88,211 | 44.3 | 1,399,151 | 0.6 | 0.3 | 03-31-13 |
- *Category Headings:
- Shs Held - shares held at report date
- Shs Chg - position change within reporting period
- %Chg - % change
- $Chg - market value of the position change
- %Out - % of shares outstanding
- %Port - % Portfolio
- Rpt Date - report date
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