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
WA
SIR
Wasatch Advisors’s
SELECT INCOME REIT
SIR
Stock Holding History
Wasatch Advisors’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
2017
Q4
–
Sell
-199,110
Closed
-$2.05M
–
341
2017
Q3
$2.05M
Sell
199,110
-29,371
-13%
-$301K
0.03%
241
2017
Q2
$2.41M
Sell
228,481
-34,295
-13%
-$375K
0.03%
228
2017
Q1
$2.98M
Sell
262,776
-2,639
-1%
-$29.6K
0.04%
221
2016
Q4
$2.94M
Sell
265,415
-36,255
-12%
-$395K
0.04%
220
2016
Q3
$3.57M
Sell
301,670
-29,415
-9%
-$350K
0.05%
216
2016
Q2
$3.78M
Sell
331,085
-40,837
-11%
-$434K
0.06%
218
2016
Q1
$3.74M
Sell
371,922
-42,986
-10%
-$382K
0.06%
219
2015
Q4
$3.62M
Sell
414,908
-40,781
-9%
-$358K
0.05%
238
2015
Q3
$3.81M
Buy
455,689
+36,711
+9%
+$318K
0.05%
241
2015
Q2
$3.8M
Sell
418,978
-46,421
-10%
-$475K
0.04%
264
2015
Q1
$5.11M
Buy
465,399
+186,898
+67%
+$2.06M
0.05%
230
2014
Q4
$2.99M
Buy
+278,501
New
+$2.95M
0.03%
282
Other funds holding SIR
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
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