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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SILA holding history

Sila Realty Trust, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SILA overviewAll 13F holders of SILAFull Q2 2026 holdings

Shares (Q2 2026)
13,513
Value
$410.3K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of SILA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,513$410.3K<0.1%−1,376−9.2%ReducedHolders
Q1 202614,889$352.6K<0.1%−385−2.5%ReducedHolders
Q4 202515,274$356.0K<0.1%−5,298−25.8%ReducedHolders
Q3 202520,572$516.4K<0.1%+2,262+12.4%AddedHolders
Q2 202518,310$433.4K<0.1%+894+5.1%AddedHolders
Q1 202517,416$465.2K<0.1%+4,185+31.6%AddedHolders
Q4 202413,231$321.8K<0.1%−1,664−11.2%ReducedHolders
Q3 202414,895$376.7K<0.1%−7,651−33.9%ReducedHolders
Q2 202422,546$477.3K<0.1%+22,546NewHolders