Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFM
SIR
Systematic Financial Management’s
SELECT INCOME REIT
SIR
Stock Holding History
Systematic Financial Management’s Portfolio
SIR Stock Details
SIR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-143,598
Closed
-$1.39M
–
709
2018
Q3
$1.39M
Sell
143,598
-10,169
-7%
-$95.6K
0.03%
405
2018
Q2
$1.52M
Sell
153,767
-10,636
-6%
-$95.7K
0.04%
315
2018
Q1
$1.41M
Buy
164,403
+23,524
+17%
+$215K
0.03%
403
2017
Q4
$1.56M
Sell
140,879
-11,671
-8%
-$127K
0.03%
356
2017
Q3
$1.57M
Sell
152,550
-7,701
-5%
-$79K
0.03%
387
2017
Q2
$1.69M
Buy
160,251
+11,614
+8%
+$127K
0.03%
448
2017
Q1
$1.69M
Sell
148,637
-2,662
-2%
-$29.9K
0.03%
444
2016
Q4
$1.68M
Sell
151,299
-330
-0.2%
-$3.6K
0.03%
486
2016
Q3
$1.79M
Sell
151,629
-17,438
-10%
-$207K
0.03%
389
2016
Q2
$1.93M
Sell
169,067
-13,650
-7%
-$145K
0.03%
330
2016
Q1
$1.85M
Sell
182,717
-15,367
-8%
-$136K
0.02%
342
2015
Q4
$1.73M
Sell
198,084
-61,698
-24%
-$542K
0.02%
409
2015
Q3
$2.17M
Sell
259,782
-1,024
-0.4%
-$8.88K
0.02%
389
2015
Q2
$2.37M
Buy
260,806
+57,728
+28%
+$591K
0.02%
553
2015
Q1
$2.23M
Buy
203,078
+1,911
+0.9%
+$21.1K
0.02%
548
2014
Q4
$2.16M
Sell
201,167
-2,127
-1%
-$22.5K
0.02%
557
2014
Q3
$2.15M
Buy
+203,294
New
+$2.46M
0.02%
521
Other funds holding SIR
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
HI
HBK Investments
Dallas, Texas
$9.85B AUM
55.6%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
AAM
Alpine Associates Management
Palm Beach, Florida
$1.7B AUM
97.55%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
WAM
Weiss Asset Management
Boston, Massachusetts
$5.91B AUM
42.42%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close