Sila Realty Trust, Inc.
SILADelisted Jul 1, 2026- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001567925
Sila Realty Trust, Inc. was delisted on Jul 1, 2026; its insiders filed their last Form 4 on Jul 1, 2026; 266 institutions reported holding it in 13F filings for Q2 2026, worth $1.12B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q3 2024
Institutional positions in Sila Realty Trust, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 257
- +66 vs. Q2 2024
- Shares held
- 24.3M
- +11.4M (+87.5%) vs. Q2 2024
- Total value
- $618.6M
- +$343.5M (+124.9%) vs. Q2 2024
- New holders
- 118
- 40 more added
- Sold out
- 52
- 74 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SILA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 266 | $1.12B |
| Q1 2026 | 271 | $860.4M |
| Q4 2025 | 275 | $849.4M |
| Q3 2025 | 277 | $912.6M |
| Q2 2025 | 275 | $856.7M |
| Q1 2025 | 282 | $861.2M |
| Q4 2024 | 267 | $754.3M |
| Q3 2024 | 257 | $618.6M |
| Q2 2024 | 194 | $275.1M |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Sila Realty Trust, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 10,176 | $262.1K | 0.01% | +10,176 | New |
| Capital Investment Advisory Services, LLC | 10,405 | $263.1K | 0.02% | +10,405 | New |
| Pictet Asset Management Holding SA | 10,596 | $268.0K | 0.00% | +10,596 | New |
| Keel Point, LLC | 10,660 | $269.6K | 0.02% | +47+0.4% | Added |
| Tyler-Stone Wealth Management | 10,758 | $272.1K | 0.05% | +7,232+205.1% | Added |
| Ignite Planners, LLC | 10,766 | $272.3K | 0.06% | −882−7.6% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 10,977 | $277.6K | 0.08% | +10,977 | New |
| Sequoia Financial Advisors, LLC | 10,980 | $277.7K | 0.00% | −266−2.4% | Reduced |
| Alliancebernstein L.P. | 10,988 | $277.9K | 0.00% | +10,988 | New |
| Alamar Capital Management, LLC | 11,010 | $279.9K | 0.15% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 11,272 | $285.1K | 0.04% | −17,320−60.6% | Reduced |
| Standard Life Aberdeen plc | 11,300 | $285.8K | 0.00% | +11,300 | New |
| Marcum Wealth, LLC | 11,514 | $291.2K | 0.03% | +11,514 | New |
| Rhumbline Advisers | 11,673 | $295.2K | 0.00% | +11,673 | New |
| Coastal Investment Advisors, Inc. | 11,571 | $295.4K | 0.14% | +11,571 | New |
| N.E.W. Advisory Services LLC | 11,742 | $297.0K | 0.03% | −7,824−40.0% | Reduced |
| Parkside Financial Bank & Trust | 11,975 | $302.8K | 0.04% | +11,975 | New |
| Capital Asset Advisory Services LLC | 12,180 | $303.0K | 0.02% | −1,765−12.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,062 | $305.0K | 0.00% | +12,062 | New |
| Axxcess Wealth Management, LLC | 12,180 | $308.0K | 0.01% | +800+7.0% | Added |
| Atomi Financial Group, Inc. | 16,449 | $312.9K | 0.02% | −1,616−8.9% | Reduced |
| Seven Eight Capital, LP | 12,407 | $313.8K | 0.03% | +12,407 | New |
| Kovack Advisors, Inc. | 12,484 | $315.7K | 0.03% | +12,484 | New |
| Sowell Financial Services LLC | 13,149 | $333.0K | 0.02% | −2,549−16.2% | Reduced |
| IFM Investors Pty Ltd | 13,243 | $334.9K | 0.00% | +13,243 | New |
| Redwood Wealth Management Group, LLC | 13,333 | $337.2K | 0.17% | −401−2.9% | Reduced |
| Ade, LLC | 13,505 | $341.5K | 0.21% | +13,505 | New |
| Stewardship Advisors, LLC | 13,629 | $344.7K | 0.10% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 13,637 | $348.2K | 0.19% | +13,637 | New |
| Winton Group Ltd | 14,063 | $355.7K | 0.02% | +14,063 | New |
| Brookstone Capital Management | 14,848 | $375.5K | 0.01% | +2,604+21.3% | Added |
| Creative Planning | 14,895 | $376.7K | 0.00% | −7,651−33.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,153 | $383.2K | 0.00% | −923−5.7% | Reduced |
| Cerity Partners LLC | 15,429 | $390.2K | 0.00% | −6,732−30.4% | Reduced |
| TownSquare Capital, LLC | 15,476 | $391.4K | 0.00% | −6,527−29.7% | Reduced |
| Nisa Investment Advisors, LLC | 15,488 | $394.1K | 0.00% | −3,512−18.5% | Reduced |
| Coppell Advisory Solutions LLC | 15,809 | $402.0K | 0.06% | +15,809 | New |
| Arkadios Wealth Advisors | 16,034 | $405.5K | 0.02% | −2,046−11.3% | Reduced |
| Advisory Alpha, LLC | 16,095 | $407.0K | 0.01% | −6,197−27.8% | Reduced |
| UniSuper Management Pty Ltd | 16,100 | $407.2K | 0.00% | +16,100 | New |
| Change Path, LLC | 16,351 | $413.5K | 0.01% | −972−5.6% | Reduced |
| Triumph Capital Management | 16,344 | $415.5K | 0.15% | −9,528−36.8% | Reduced |
| Man Group plc | 16,533 | $418.1K | 0.00% | +16,533 | New |
| Sage Mountain Advisors LLC | 16,591 | $419.6K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 16,803 | $425.0K | 0.00% | +16,803 | New |
| MML Investors Services, LLC | 17,568 | $444.0K | 0.00% | +5,047+40.3% | Added |
| HighPoint Advisor Group LLC | 18,621 | $463.8K | 0.03% | +18,621 | New |
| Aster Capital Management (DIFC) Ltd | 18,948 | $479.2K | 0.10% | +18,948 | New |
| Dynamic Advisor Solutions LLC | 19,036 | $481.4K | 0.01% | −16,355−46.2% | Reduced |
| Captrust Financial Advisors | 19,083 | $482.6K | 0.00% | +852+4.7% | Added |
| Cape Investment Advisory, Inc. | 20,075 | $507.7K | 0.21% | +4,299+27.3% | Added |
| Bank of America Corp | 20,613 | $521.3K | 0.00% | +20,613 | New |
| Fortitude Family Office, LLC | 21,395 | $541.1K | 0.21% | +21,395 | New |
| Schonfeld Strategic Advisors LLC | 21,812 | $551.6K | 0.00% | +21,812 | New |
| BOS Asset Management, LLC | 22,510 | $569.3K | 0.21% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 21,951 | $569.6K | 0.11% | +21,951 | New |
| Beacon Capital Management, LLC | 23,049 | $582.9K | 0.08% | −22,196−49.1% | Reduced |
| Harbour Investments, Inc. | 23,090 | $583.9K | 0.02% | −13,262−36.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 23,262 | $588.3K | 0.04% | +20+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,269 | $588.5K | 0.00% | +83+0.4% | Added |
| Barclays PLC | 23,392 | $591.6K | 0.00% | +23,392 | New |
| Monument Capital Management | 23,550 | $595.6K | 0.16% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 25,639 | $646.1K | 0.00% | +25,639 | New |
| Panoramic Investment Advisors, LLC | 25,637 | $648.4K | 0.45% | +25,637 | New |
| Apollon Wealth Management, LLC | 26,255 | $664.0K | 0.02% | −5,558−17.5% | Reduced |
| Macquarie Group Ltd | 26,279 | $664.6K | 0.00% | +26,279 | New |
| Deutsche Bank AG | 26,522 | $670.7K | 0.00% | +26,522 | New |
| Amundi | 27,355 | $680.6K | 0.00% | +27,355 | New |
| State of Alaska, Department of Revenue | 27,216 | $688.0K | 0.01% | +27,216 | New |
| Rehmann Capital Advisory Group | 27,749 | $701.8K | 0.05% | −108−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,418 | $718.7K | 0.00% | +15,233+115.5% | Added |
| Invesco Ltd. | 29,650 | $749.8K | 0.00% | +29,650 | New |
| Berger Financial Group, Inc | 29,897 | $756.1K | 0.05% | −1,423−4.5% | Reduced |
| Castleview Partners, LLC | 30,346 | $767.4K | 0.44% | −2,794−8.4% | Reduced |
| J.W. Cole Advisors, Inc. | 31,684 | $801.3K | 0.03% | −2,510−7.3% | Reduced |
| Fulcrum Equity Management | 33,243 | $840.7K | 0.71% | +4,418+15.3% | Added |
| Atria Wealth Solutions, Inc. | 33,514 | $847.6K | 0.01% | +1,505+4.7% | Added |
| Arete Wealth Advisors, LLC | 34,320 | $863.0K | 0.07% | −11,240−24.7% | Reduced |
| Jump Financial, LLC | 34,177 | $864.3K | 0.02% | +34,177 | New |
| Landscape Capital Management, L.L.C. | 34,274 | $866.8K | 0.09% | +34,274 | New |
| AE Wealth Management LLC | 34,477 | $871.9K | 0.01% | −21,575−38.5% | Reduced |
| BNP Paribas Arbitrage, SA | 34,529 | $873.2K | 0.00% | +34,529 | New |
| HSBC Holdings PLC | 35,560 | $898.2K | 0.00% | +35,560 | New |
| Diversify Advisory Services, LLC | 35,331 | $908.7K | 0.05% | −7,792−18.1% | Reduced |
| JPMorgan Chase & Co | 36,509 | $923.3K | 0.00% | +30,533+510.9% | Added |
| Ausdal Financial Partners, Inc. | 37,065 | $937.4K | 0.10% | −136−0.4% | Reduced |
| Sigma Planning Corp | 37,668 | $952.6K | 0.03% | −1,536−3.9% | Reduced |
| Verition Fund Management LLC | 37,872 | $957.8K | 0.01% | +37,872 | New |
| Boothbay Fund Management, LLC | 38,183 | $965.6K | 0.03% | +3,448+9.9% | Added |
| Integrated Wealth Concepts LLC | 39,344 | $995.0K | 0.01% | −10,320−20.8% | Reduced |
| Creative Financial Designs Inc | 40,681 | $1.03M | 0.09% | +40,681 | New |
| Dimensional Fund Advisors LP | 41,897 | $1.06M | 0.00% | +41,897 | New |
| Colony Group, LLC | 43,456 | $1.10M | 0.00% | −31,452−42.0% | Reduced |
| Goldman Sachs Group Inc | 43,670 | $1.10M | 0.00% | +43,670 | New |
| Brinker Capital Investments, LLC | 43,906 | $1.11M | 0.01% | −4,597−9.5% | Reduced |
| Orion Portfolio Solutions, LLC | 43,906 | $1.11M | 0.01% | −4,597−9.5% | Reduced |
| HF Advisory Group, LLC | 49,283 | $1.25M | 0.58% | +16,785+51.6% | Added |
| Jefferies Financial Group Inc. | 50,000 | $1.26M | 0.02% | +50,000 | New |
| Allworth Financial LP | 50,052 | $1.27M | 0.01% | +335+0.7% | Added |
| Independent Financial Group, LLC | 51,798 | $1.31M | 0.05% | −96,588−65.1% | Reduced |