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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 23,049 | $582.9K | 0.08% | −22,196−49.1% | Reduced |
| Accurate Wealth Management, LLC | 21,951 | $569.6K | 0.11% | +21,951 | New |
| BOS Asset Management, LLC | 22,510 | $569.3K | 0.21% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 21,812 | $551.6K | 0.00% | +21,812 | New |
| Fortitude Family Office, LLC | 21,395 | $541.1K | 0.21% | +21,395 | New |
| Bank of America Corp | 20,613 | $521.3K | 0.00% | +20,613 | New |
| Cape Investment Advisory, Inc. | 20,075 | $507.7K | 0.21% | +4,299+27.3% | Added |
| Captrust Financial Advisors | 19,083 | $482.6K | 0.00% | +852+4.7% | Added |
| Dynamic Advisor Solutions LLC | 19,036 | $481.4K | 0.01% | −16,355−46.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 18,948 | $479.2K | 0.10% | +18,948 | New |
| HighPoint Advisor Group LLC | 18,621 | $463.8K | 0.03% | +18,621 | New |
| MML Investors Services, LLC | 17,568 | $444.0K | 0.00% | +5,047+40.3% | Added |
| CWM, LLC | 16,803 | $425.0K | 0.00% | +16,803 | New |
| Sage Mountain Advisors LLC | 16,591 | $419.6K | 0.04% | 00.0% | Unchanged |
| Man Group plc | 16,533 | $418.1K | 0.00% | +16,533 | New |
| Triumph Capital Management | 16,344 | $415.5K | 0.15% | −9,528−36.8% | Reduced |
| Change Path, LLC | 16,351 | $413.5K | 0.01% | −972−5.6% | Reduced |
| UniSuper Management Pty Ltd | 16,100 | $407.2K | 0.00% | +16,100 | New |
| Advisory Alpha, LLC | 16,095 | $407.0K | 0.01% | −6,197−27.8% | Reduced |
| Arkadios Wealth Advisors | 16,034 | $405.5K | 0.02% | −2,046−11.3% | Reduced |
| Coppell Advisory Solutions LLC | 15,809 | $402.0K | 0.06% | +15,809 | New |
| Nisa Investment Advisors, LLC | 15,488 | $394.1K | 0.00% | −3,512−18.5% | Reduced |
| TownSquare Capital, LLC | 15,476 | $391.4K | 0.00% | −6,527−29.7% | Reduced |
| Cerity Partners LLC | 15,429 | $390.2K | 0.00% | −6,732−30.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,153 | $383.2K | 0.00% | −923−5.7% | Reduced |
| Creative Planning | 14,895 | $376.7K | 0.00% | −7,651−33.9% | Reduced |
| Brookstone Capital Management | 14,848 | $375.5K | 0.01% | +2,604+21.3% | Added |
| Winton Group Ltd | 14,063 | $355.7K | 0.02% | +14,063 | New |
| Hutchens & Kramer Investment Management Group, LLC | 13,637 | $348.2K | 0.19% | +13,637 | New |
| Stewardship Advisors, LLC | 13,629 | $344.7K | 0.10% | 00.0% | Unchanged |
| Ade, LLC | 13,505 | $341.5K | 0.21% | +13,505 | New |
| Redwood Wealth Management Group, LLC | 13,333 | $337.2K | 0.17% | −401−2.9% | Reduced |
| IFM Investors Pty Ltd | 13,243 | $334.9K | 0.00% | +13,243 | New |
| Sowell Financial Services LLC | 13,149 | $333.0K | 0.02% | −2,549−16.2% | Reduced |
| Kovack Advisors, Inc. | 12,484 | $315.7K | 0.03% | +12,484 | New |
| Seven Eight Capital, LP | 12,407 | $313.8K | 0.03% | +12,407 | New |
| Atomi Financial Group, Inc. | 16,449 | $312.9K | 0.02% | −1,616−8.9% | Reduced |
| Axxcess Wealth Management, LLC | 12,180 | $308.0K | 0.01% | +800+7.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,062 | $305.0K | 0.00% | +12,062 | New |
| Capital Asset Advisory Services LLC | 12,180 | $303.0K | 0.02% | −1,765−12.7% | Reduced |
| Parkside Financial Bank & Trust | 11,975 | $302.8K | 0.04% | +11,975 | New |
| N.E.W. Advisory Services LLC | 11,742 | $297.0K | 0.03% | −7,824−40.0% | Reduced |
| Coastal Investment Advisors, Inc. | 11,571 | $295.4K | 0.14% | +11,571 | New |
| Rhumbline Advisers | 11,673 | $295.2K | 0.00% | +11,673 | New |
| Marcum Wealth, LLC | 11,514 | $291.2K | 0.03% | +11,514 | New |
| Standard Life Aberdeen plc | 11,300 | $285.8K | 0.00% | +11,300 | New |
| Moloney Securities Asset Management, LLC | 11,272 | $285.1K | 0.04% | −17,320−60.6% | Reduced |
| Alamar Capital Management, LLC | 11,010 | $279.9K | 0.15% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 10,988 | $277.9K | 0.00% | +10,988 | New |
| Sequoia Financial Advisors, LLC | 10,980 | $277.7K | 0.00% | −266−2.4% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 10,977 | $277.6K | 0.08% | +10,977 | New |
| Ignite Planners, LLC | 10,766 | $272.3K | 0.06% | −882−7.6% | Reduced |
| Tyler-Stone Wealth Management | 10,758 | $272.1K | 0.05% | +7,232+205.1% | Added |
| Keel Point, LLC | 10,660 | $269.6K | 0.02% | +47+0.4% | Added |
| Pictet Asset Management Holding SA | 10,596 | $268.0K | 0.00% | +10,596 | New |
| Capital Investment Advisory Services, LLC | 10,405 | $263.1K | 0.02% | +10,405 | New |
| Mutual Advisors, LLC | 10,176 | $262.1K | 0.01% | +10,176 | New |
| HBK Sorce Advisory LLC | 10,313 | $260.8K | 0.01% | +10,313 | New |
| SeaCrest Wealth Management, LLC | 10,271 | $259.8K | 0.03% | +10,271 | New |
| Van Eck Associates Corp | 9,866 | $256.0K | 0.00% | +9,866 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,966 | $252.0K | 0.00% | +9,966 | New |
| Merit Financial Group, LLC | 9,615 | $243.2K | 0.01% | +9,615 | New |
| Hilltop Holdings Inc. | 9,538 | $241.2K | 0.02% | +9,538 | New |
| Inspire Advisors, LLC | 9,466 | $239.4K | 0.03% | +9,466 | New |
| Independent Advisor Alliance | 9,387 | $237.4K | 0.01% | −8,421−47.3% | Reduced |
| State of Wyoming | 9,186 | $232.3K | 0.03% | +9,186 | New |
| Foundations Investment Advisors, LLC | 9,109 | $230.4K | 0.00% | +9,109 | New |
| Financial Counselors Inc | 9,078 | $229.6K | 0.00% | +9,078 | New |
| Clarity Financial LLC | 8,819 | $223.0K | 0.03% | +8,819 | New |
| Beacon Pointe Advisors, LLC | 8,809 | $222.8K | 0.00% | −1,456−14.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 8,666 | $219.2K | 0.12% | −4,225−32.8% | Reduced |
| Concorde Asset Management, LLC | 8,646 | $218.7K | 0.12% | +8,646 | New |
| Capstone Triton Financial Group, LLC | 8,587 | $217.2K | 0.14% | +8,587 | New |
| Seven Springs Wealth Group, LLC | 8,586 | $217.1K | 0.08% | +8,586 | New |
| Csenge Advisory Group | 8,525 | $216.5K | 0.01% | +8,525 | New |
| Tritonpoint Wealth, LLC | 8,389 | $213.3K | 0.02% | +8,389 | New |
| Lion Street Advisors, LLC | 8,404 | $212.5K | 0.07% | −2,870−25.5% | Reduced |
| Cooper Financial Group | 8,268 | $209.1K | 0.03% | −25,793−75.7% | Reduced |
| LGT Financial Advisors LLC | 8,103 | $204.9K | 0.51% | −35,435−81.4% | Reduced |
| Private Wealth Group, LLC | 8,046 | $203.5K | 0.10% | +8,046 | New |
| REAP Financial Group, LLC | 7,276 | $184.0K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,657 | $183.3K | 0.00% | +8,657 | New |
| CIBC Private Wealth Group, LLC | 6,745 | $170.6K | 0.00% | +6,745 | New |
| Abound Wealth Management | 6,358 | $160.8K | 0.05% | −57−0.9% | Reduced |
| Baldwin Brothers Inc | 6,000 | $151.7K | 0.01% | −3,000−33.3% | Reduced |
| GeoWealth Management, LLC | 5,623 | $142.2K | 0.01% | +5,623 | New |
| Global Retirement Partners, LLC | 5,079 | $128.4K | 0.00% | −3,125−38.1% | Reduced |
| Sound Income Strategies, LLC | 4,873 | $123.2K | 0.01% | −14,305−74.6% | Reduced |
| IFP Advisors, Inc | 4,495 | $113.7K | 0.00% | +2,111+88.5% | Added |
| SG Americas Securities, LLC | 4,435 | $112.0K | 0.00% | +4,435 | New |
| Continuum Advisory, LLC | 4,271 | $103.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 2,976 | $75.3K | 0.01% | +2,756+1,252.7% | Added |
| Anchor Investment Management, LLC | 2,857 | $72.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,603 | $65.8K | 0.01% | −1,245−32.4% | Reduced |
| Wells Fargo & Company | 2,595 | $65.6K | 0.00% | −2,922−53.0% | Reduced |
| TSFG, LLC | 2,561 | $65.0K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2,337 | $59.1K | 0.02% | −137−5.5% | Reduced |
| Dunhill Financial, LLC | 2,149 | $54.3K | 0.03% | +37+1.8% | Added |
| Silver Oak Securities, Inc | 1,910 | $48.6K | 0.01% | +1,600+516.1% | Added |
| Raleigh Capital Management Inc. | 1,653 | $41.8K | 0.02% | 00.0% | Unchanged |