Neuberger Berman Group
SIR

Neuberger Berman Group’s SELECT INCOME REIT SIR Stock Holding History

Neuberger Berman Group’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
-109,289
Closed -$1.08M – 1744
2018
Q2 		$1.08M Buy
109,289
+64,633
+145% +$581K ﹤0.01% 1208
2018
Q1 		$382K Sell
44,656
-24,570
-35% -$225K ﹤0.01% 1411
2017
Q4 		$765K Buy
+69,226
New +$756K ﹤0.01% 1299
2017
Q3 		– Sell
-19,076
Closed -$201K – 1671
2017
Q2 		$201K Sell
19,076
-3,112
-14% -$34K ﹤0.01% 1536
2017
Q1 		$252K Sell
22,188
-3,467
-14% -$38.9K ﹤0.01% 1473
2016
Q4 		$284K Buy
+25,655
New +$280K ﹤0.01% 1434
2016
Q3 		– Sell
-42,108
Closed -$481K – 1653
2016
Q2 		$481K Buy
+42,108
New +$448K ﹤0.01% 1253

Other funds holding SIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MP
Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return