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SELECT INCOME REIT
SELECT INCOME REIT. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 197 Institutional holders with a total value of $1,153,133,036.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 GLOBAL RETIREMENT PARTNERS, LLC 90 2,000 0.00%
2 SEI INVESTMENTS CO 101 3,000 0.00%
3 US BANCORP \DE\ 112 3,000 0.00%
4 GLENMEDE TRUST CO NA 144 3,000 0.00%
5 Baystate Wealth Management LLC 192 5,000 0.00%
6 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 179 5,000 0.00%
7 WEALTHPLAN PARTNERS, LLC 234 6,011 0.00%
8 LAZARD ASSET MANAGEMENT LLC 289 7,000 0.00%
9 SMITH ASSET MANAGEMENT GROUP LP 369 10,000 0.00%
10 CITY HOLDING CO 388 10,000 0.00%
11 CWM, LLC 432 11,000 0.00%
12 ACROSPIRE INVESTMENT MANAGEMENT LLC 500 13,000 0.00%
13 ENTERPRISE FINANCIAL SERVICES CORP 611 16,000 0.00%
14 JPMORGAN CHASE & CO 674 17,000 0.00%
15 FIFTH THIRD BANCORP 676 17,000 0.00%
16 CUTLER GROUP LLC / CA 739 19,000 0.00%
17 QUADRANT CAPITAL GROUP LLC 768 19,000 0.00%
18 TCI Wealth Advisors, Inc. 1,135 29,000 0.00%
19 PENSERRA CAPITAL MANAGEMENT LLC 1,538 39,000 0.00%
20 Crow Point Partners, LLC 1,639 42,000 0.00%
21 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 2,000 52,000 0.00%
22 Advisory Services Network, LLC 2,500 64,000 0.01%
23 Creative Planning 3,400 88,000 0.01%
24 Zurcher Kantonalbank (Zurich Cantonalbank) 3,768 97,000 0.01%
25 Daiwa Securities Group Inc. 5,100 132,000 0.01%
26 Independent Portfolio Consultants, Inc. 5,125 132,000 0.01%
27 ASSETMARK, INC 5,400 139,000 0.01%
28 CANADA LIFE ASSURANCE Co 5,406 139,000 0.01%
29 Ameritas Investment Partners, Inc. 5,478 141,000 0.01%
30 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 5,500 142,000 0.01%
31 GAM Holding AG 5,775 149,000 0.01%
32 PRIVATE CAPITAL MANAGEMENT INC 6,000 155,000 0.01%
33 Quantbot Technologies LP 6,703 172,000 0.01%
34 Ruggie Capital Group 6,702 173,000 0.02%
35 ProShare Advisors LLC 42,507 188,000 0.02%
36 AMALGAMATED BANK 7,970 206,000 0.02%
37 AHRENS INVESTMENT PARTNERS LLC 8,450 218,000 0.02%
38 Princeton Alpha Management LP 8,593 222,000 0.02%
39 Grantham, Mayo, Van Otterloo & Co. LLC 9,000 232,000 0.02%
40 TWO SIGMA SECURITIES, LLC 9,269 239,000 0.02%
41 Mitsubishi UFJ Asset Management Co., Ltd. 9,542 246,000 0.02%
42 Neuberger Berman Group LLC 9,753 252,000 0.02%
43 PRICE T ROWE ASSOCIATES INC /MD/ 10,072 260,000 0.02%
44 D.A. DAVIDSON & CO. 10,173 262,000 0.02%
45 CULLEN/FROST BANKERS, INC. 10,193 263,000 0.02%
46 D. E. Shaw & Co., Inc. 10,275 265,000 0.02%
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,400 268,000 0.02% Call
48 Cubist Systematic Strategies, LLC 10,925 282,000 0.02%
49 NumerixS Investment Technologies Inc 11,000 284,000 0.02%
50 HighPoint Advisor Group LLC 12,234 285,000 0.02%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.