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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 4,681 | $38.1K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,397 | $35.3K | 0.00% | +1,397 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,390 | $35.0K | 0.01% | +115+9.0% | Added |
| LRI Investments, LLC | 1,437 | $34.7K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,347 | $34.7K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,250 | $31.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,115 | $28.2K | 0.00% | +1,115 | New |
| Pacific Capital Wealth Advisors, Inc | 1,099 | $27.8K | 0.00% | −810−42.4% | Reduced |
| Financial Gravity Companies, Inc. | 1,091 | $27.6K | 0.01% | +1,091 | New |
| Tucker Asset Management LLC | 1,090 | $27.6K | 0.01% | −2,909−72.7% | Reduced |
| Pineridge Advisors LLC | 943 | $23.8K | 0.01% | −16,137−94.5% | Reduced |
| The PNC Financial Services Group, Inc. | 902 | $22.8K | 0.00% | +902 | New |
| City Holding Co | 869 | $22.0K | 0.00% | +869 | New |
| Aspire Private Capital, LLC | 861 | $21.8K | 0.01% | −199−18.8% | Reduced |
| POM Investment Strategies, LLC | 836 | $21.1K | 0.02% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 803 | $20.3K | 0.02% | −20,603−96.2% | Reduced |
| Legacy Investment Solutions, LLC | 828 | $20.2K | 0.01% | +828 | New |
| Legacy Wealth Managment, LLC | 828 | $20.2K | 0.01% | +828 | New |
| Private Trust Co NA | 782 | $19.8K | 0.00% | +782 | New |
| Farmers & Merchants Investments Inc | 748 | $18.9K | 0.00% | +748 | New |
| DiNuzzo Private Wealth, Inc. | 735 | $18.6K | 0.00% | −542−42.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 718 | $18.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 704 | $17.8K | 0.00% | +4+0.6% | Added |
| Bartlett & Co. Wealth Management LLC | 643 | $16.3K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 639 | $16.2K | 0.00% | +639 | New |
| Darwin Advisors, LLC | 630 | $15.9K | 0.00% | +630 | New |
| EverSource Wealth Advisors, LLC | 570 | $14.4K | 0.00% | −543−48.8% | Reduced |
| Parallel Advisors, LLC | 568 | $14.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 476 | $12.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 465 | $11.8K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 463 | $11.7K | 0.00% | −341−42.4% | Reduced |
| Farther Finance Advisors, LLC | 454 | $11.5K | 0.00% | −12,516−96.5% | Reduced |
| CoreCap Advisors, LLC | 433 | $11.0K | 0.00% | +433 | New |
| MCF Advisors LLC | 419 | $10.6K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 413 | $10.4K | 0.00% | +413 | New |
| Talon Private Wealth, LLC | 388 | $9.81K | 0.00% | +388 | New |
| GWM Advisors LLC | 386 | $9.76K | 0.00% | −124−24.3% | Reduced |
| Belpointe Asset Management LLC | 377 | $9.53K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 377 | $9.53K | 0.00% | +377 | New |
| Daiwa Securities Group Inc. | 362 | $9.00K | 0.00% | +362 | New |
| Asset Dedication, LLC | 351 | $8.88K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 341 | $8.62K | 0.00% | −585−63.2% | Reduced |
| Westend Capital Management, LLC | 338 | $8.55K | 0.00% | +338 | New |
| Financial Avengers, Inc. | 331 | $8.37K | 0.00% | −244−42.4% | Reduced |
| Bruce G. Allen Investments, LLC | 310 | $7.84K | 0.01% | +310 | New |
| First Pacific Financial | 309 | $7.82K | 0.00% | +309 | New |
| SWAN Capital LLC | 280 | $7.08K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 197 | $5.00K | 0.00% | −145−42.4% | Reduced |
| Asset Management One Co.,Ltd. | 179 | $4.53K | 0.00% | +179 | New |
| Claris Advisors, LLC | 152 | $3.84K | 0.00% | +152 | New |
| Bogart Wealth, LLC | 145 | $3.67K | 0.00% | +145 | New |
| Proequities, Inc. | 116 | $2.95K | 0.00% | +116 | New |
| Tower Research Capital LLC (TRC) | 100 | $2.53K | 0.00% | +100 | New |
| Iron Horse Wealth Management, LLC | 82 | $2.07K | 0.00% | +82 | New |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $759 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15 | $381 | 0.00% | +15 | New |
| FMR LLC | 2 | $51 | 0.00% | +2 | New |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −2,360,956−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −746,555−100.0% | Sold out |
| Soapstone Management L.P. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −128,014−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −72,201−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −55,922−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −55,245−100.0% | Sold out |
| Insight Wealth Partners, LLC | 0 | $0 | 0.00% | −46,917−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −40,200−100.0% | Sold out |
| Lineweaver Wealth Advisors, LLC | 0 | $0 | 0.00% | −35,588−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −33,409−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −29,759−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −19,852−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −18,845−100.0% | Sold out |
| E&G Advisors, LP | 0 | $0 | 0.00% | −17,700−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −15,060−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −13,965−100.0% | Sold out |
| W.G. Shaheen & Associates DBA Whitney & Co | 0 | $0 | 0.00% | −13,614−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −13,303−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −13,140−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −12,433−100.0% | Sold out |
| Round Hill Asset Management | 0 | $0 | 0.00% | −12,284−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −12,068−100.0% | Sold out |
| Factorial Partners, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −10,429−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −10,316−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −10,167−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −9,858−100.0% | Sold out |
| Westmount Partners, LLC | 0 | $0 | 0.00% | −9,963−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −9,605−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −9,457−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −8,308−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −8,262−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −5,898−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −3,290−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −3,182−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −2,453−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −2,313−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −2,281−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| Cultivar Capital, Inc. | 0 | $0 | 0.00% | −1,666−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |