Jim Simons’s SELECT INCOME REIT SIR Stock Holding History

Jim Simons’s Portfolio SIR Stock Details SIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-126,035	Closed	-$1.25M	–	3677
2018 Q2	$1.25M	Sell	126,035 -663,162	-84%	-$5.96M	﹤0.01%	2509
2018 Q1	$6.76M	Sell	789,197 -61,425	-7%	-$561K	0.01%	1619
2017 Q4	$9.4M	Buy	850,622 +231,822	+37%	+$2.53M	0.01%	1427
2017 Q3	$6.37M	Sell	618,800 -21,612	-3%	-$222K	0.01%	1606
2017 Q2	$6.76M	Sell	640,412 -164,483	-20%	-$1.8M	0.01%	1502
2017 Q1	$9.13M	Sell	804,895 -122,395	-13%	-$1.37M	0.01%	1301
2016 Q4	$10.3M	Sell	927,290 -22,295	-2%	-$243K	0.02%	1202
2016 Q3	$11.2M	Buy	949,585 +76,213	+9%	+$906K	0.02%	1078
2016 Q2	$9.98M	Buy	873,372 +187,915	+27%	+$2M	0.02%	1152
2016 Q1	$6.95M	Buy	+685,457	New	+$6.09M	0.01%	1391
2015 Q1	–	Sell	-79,397	Closed	-$852K	–	3435
2014 Q4	$852K	Sell	79,397 -323,961	-80%	-$3.43M	﹤0.01%	2201
2014 Q3	$4.26M	Sell	403,358 -576,712	-59%	-$6.97M	0.01%	1250
2014 Q2	$12.8M	Buy	980,070 +947,992	+2,955%	+$12.4M	0.03%	705
2014 Q1	$427K	Buy	+32,078	New	+$400K	﹤0.01%	2404
2013 Q3	–	Sell	-40,723	Closed	-$502K	–	3024
2013 Q2	$502K	Buy	+40,723	New	+$503K	﹤0.01%	2239

Other funds holding SIR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jim Simons's SIR Position: Q3 2018 in Review

Jim Simons sold out of SELECT INCOME REIT (SIR) in Q3 2018, closing a stake of 126,035 shares — an estimated $1.25M sold.

Jim Simons first reported a position in SIR in Q2 2013 and held it in 15 quarters. The position peaked at $12.8M in Q2 2014. 194 funds tracked by Wall St. Rank hold SIR as of Q3 2018.

Jim Simons reported no remaining SELECT INCOME REIT position as of Q3 2018 after selling out during the quarter.
Jim Simons sold 126,035 SELECT INCOME REIT shares in Q3 2018, an estimated $1.25M.
Jim Simons first reported a position in SELECT INCOME REIT in Q2 2013 and held it in 15 quarters.
Jim Simons's SELECT INCOME REIT position peaked at $12.8M in Q2 2014.
194 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q3 2018.

Based on Renaissance Technologies's 13F filing for Q3 2018, filed 13 Nov 2018.