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, Q4 2024
Institutional positions in Sila Realty Trust, Inc. as of Dec 31, 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
- 267
- +12 vs. Q3 2024
- Shares held
- 31.0M
- +6.86M (+28.4%) vs. Q3 2024
- Total value
- $754.3M
- +$140.0M (+22.8%) vs. Q3 2024
- New holders
- 55
- 75 more added
- Sold out
- 43
- 83 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Sila Realty Trust, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriflex Group, Inc. | 6,295 | $156.5K | 0.07% | +6,295 | New |
| CIBC Private Wealth Group, LLC | 6,150 | $142.2K | 0.00% | −595−8.8% | Reduced |
| Sound Income Strategies, LLC | 5,690 | $138.4K | 0.01% | +817+16.8% | Added |
| GeoWealth Management, LLC | 5,623 | $136.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,697 | $114.0K | 0.00% | +262+5.9% | Added |
| Continuum Advisory, LLC | 4,271 | $103.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,863 | $94.0K | 0.00% | −1,216−23.9% | Reduced |
| EverSource Wealth Advisors, LLC | 3,465 | $84.3K | 0.00% | +2,895+507.9% | Added |
| Pineridge Advisors LLC | 3,244 | $78.9K | 0.03% | +2,301+244.0% | Added |
| IFP Advisors, Inc | 3,150 | $76.6K | 0.00% | −1,345−29.9% | Reduced |
| ORG Partners LLC | 3,007 | $73.2K | 0.01% | +31+1.0% | Added |
| Anchor Investment Management, LLC | 2,857 | $69.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,615 | $62.9K | 0.01% | +12+0.5% | Added |
| TSFG, LLC | 2,561 | $62.0K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2,337 | $56.8K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,203 | $53.6K | 0.00% | −392−15.1% | Reduced |
| Dunhill Financial, LLC | 2,183 | $53.1K | 0.02% | +34+1.6% | Added |
| Silver Oak Securities, Inc | 1,938 | $46.6K | 0.00% | +28+1.5% | Added |
| Raleigh Capital Management Inc. | 1,653 | $40.2K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 1,615 | $39.3K | 0.00% | +1,615 | New |
| LRI Investments, LLC | 1,437 | $34.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,397 | $34.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,250 | $30.4K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,170 | $28.5K | 0.00% | +1,170 | New |
| GPS Wealth Strategies Group, LLC | 1,124 | $27.3K | 0.00% | +9+0.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,099 | $26.7K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,066 | $25.9K | 0.01% | +1,066 | New |
| City Holding Co | 869 | $21.1K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 828 | $20.9K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 828 | $20.9K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 836 | $20.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 782 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 748 | $18.2K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 735 | $17.9K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 718 | $17.5K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 704 | $17.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 730 | $17.0K | 0.01% | −660−47.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 643 | $15.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 639 | $15.5K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 630 | $15.3K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 500 | $12.2K | 0.00% | −34,029−98.6% | Reduced |
| FMR LLC | 487 | $11.8K | 0.00% | +485+24,250.0% | Added |
| Signaturefd, LLC | 476 | $11.6K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 463 | $11.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 454 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 433 | $10.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 419 | $10.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 452 | $10.0K | 0.00% | +452 | New |
| Talon Private Wealth, LLC | 388 | $9.44K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 386 | $9.39K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 351 | $8.54K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 341 | $8.29K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 340 | $8.27K | 0.00% | −750−68.8% | Reduced |
| Westend Capital Management, LLC | 338 | $8.22K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 310 | $7.54K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 280 | $6.81K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 275 | $6.69K | 0.00% | +275 | New |
| Cornerstone Planning Group LLC | 250 | $6.18K | 0.00% | +250 | New |
| Newbridge Financial Services Group, Inc. | 222 | $5.40K | 0.00% | +222 | New |
| Vermillion Wealth Management, Inc. | 204 | $4.96K | 0.00% | +204 | New |
| Financial Management Professionals, Inc. | 197 | $4.79K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 117 | $2.85K | 0.00% | +117 | New |
| Proequities, Inc. | 116 | $2.75K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 113 | $2.75K | 0.00% | +113 | New |
| Iron Horse Wealth Management, LLC | 82 | $1.99K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $730 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15 | $372 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −212,082−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −314,621−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −199,067−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −96,639−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −63,503−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −62,887−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −53,282−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −38,183−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −34,177−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −23,550−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −14,063−100.0% | Sold out |
| Ade, LLC | 0 | $0 | 0.00% | −13,505−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −13,149−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −12,407−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −16,449−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −11,571−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −11,272−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,977−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −10,758−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −10,660−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −9,387−100.0% | Sold out |
| Clarity Financial LLC | 0 | $0 | 0.00% | −8,819−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −8,646−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −8,404−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −8,268−100.0% | Sold out |
| Private Wealth Group, LLC | 0 | $0 | 0.00% | −8,046−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −7,276−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −4,681−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −1,347−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −902−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −803−100.0% | Sold out |