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, Q1 2025
Institutional positions in Sila Realty Trust, Inc. as of Mar 31, 2025. 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
- 282
- +24 vs. Q4 2024
- Shares held
- 32.3M
- +1.42M (+4.6%) vs. Q4 2024
- Total value
- $861.2M
- +$111.7M (+14.9%) vs. Q4 2024
- New holders
- 57
- 88 more added
- Sold out
- 33
- 87 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Sila Realty Trust, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wagner Wealth Management, LLC | 7,901 | $211.0K | 0.05% | +7,901 | New |
| Ignite Planners, LLC | 8,057 | $205.8K | 0.04% | −2,077−20.5% | Reduced |
| RSM US Wealth Management LLC | 7,589 | $202.7K | 0.00% | +7,589 | New |
| Equitable Holdings, Inc. | 7,572 | $202.2K | 0.00% | +7,572 | New |
| Abound Wealth Management | 6,559 | $175.2K | 0.06% | +99+1.5% | Added |
| Ameriflex Group, Inc. | 6,447 | $172.2K | 0.07% | +152+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 6,143 | $164.1K | 0.00% | −7,236−54.1% | Reduced |
| LGT Financial Advisors LLC | 6,086 | $162.6K | 0.50% | −2,017−24.9% | Reduced |
| CIBC Private Wealth Group, LLC | 6,150 | $152.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,697 | $152.2K | 0.01% | +7+0.1% | Added |
| SG Americas Securities, LLC | 5,613 | $150.0K | 0.00% | +916+19.5% | Added |
| Continuum Advisory, LLC | 5,522 | $147.5K | 0.02% | +1,251+29.3% | Added |
| Anchor Investment Management, LLC | 5,184 | $138.5K | 0.01% | +2,327+81.4% | Added |
| SRS Capital Advisors, Inc. | 4,126 | $110.2K | 0.01% | +3,785+1,110.0% | Added |
| Rossby Financial, LCC | 4,094 | $106.2K | 0.05% | +4,094 | New |
| Sunbelt Securities, Inc. | 3,630 | $97.0K | 0.01% | +1,015+38.8% | Added |
| IFP Advisors, Inc | 3,454 | $92.3K | 0.00% | +304+9.7% | Added |
| Lazard Asset Management LLC | 3,407 | $91.0K | 0.00% | +3,407 | New |
| Binnacle Investments Inc | 3,357 | $89.7K | 0.07% | +3,357 | New |
| ORG Wealth Partners, LLC | 3,007 | $80.2K | 0.02% | +3,007 | New |
| Transce3nd, LLC | 2,971 | $79.4K | 0.04% | −7,395−71.3% | Reduced |
| KBC Group NV | 2,944 | $79.0K | 0.00% | +2,944 | New |
| TSFG, LLC | 2,561 | $68.0K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2,337 | $62.4K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 2,154 | $57.5K | 0.01% | −10,423−82.9% | Reduced |
| Silver Oak Securities, Inc | 1,966 | $52.0K | 0.00% | +28+1.4% | Added |
| Avalon Trust Co | 1,763 | $47.1K | 0.00% | +1,763 | New |
| Asset Dedication, LLC | 1,750 | $46.7K | 0.00% | +1,399+398.6% | Added |
| Huntington National Bank | 1,723 | $46.0K | 0.00% | +1,723 | New |
| GeoWealth Management, LLC | 1,671 | $44.6K | 0.00% | −3,952−70.3% | Reduced |
| Raleigh Capital Management Inc. | 1,653 | $44.2K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 1,571 | $42.0K | 0.00% | −44−2.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,486 | $39.3K | 0.00% | +1,486 | New |
| FMR LLC | 1,451 | $38.7K | 0.00% | +964+197.9% | Added |
| LRI Investments, LLC | 1,437 | $38.4K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,397 | $37.3K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,258 | $34.0K | 0.00% | +1,258 | New |
| Cedar Mountain Advisors, LLC | 1,250 | $33.4K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,235 | $33.0K | 0.00% | −968−43.9% | Reduced |
| GF Fund Management Co. Ltd. | 1,042 | $27.8K | 0.00% | +1,042 | New |
| Jones Financial Companies LLLP | 992 | $26.3K | 0.00% | +992 | New |
| Coldstream Capital Management Inc | 939 | $25.1K | 0.00% | +939 | New |
| City Holding Co | 869 | $23.2K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 836 | $22.3K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 828 | $22.1K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 782 | $20.9K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 735 | $19.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 718 | $19.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 704 | $18.8K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 679 | $18.1K | 0.01% | −1,504−68.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 643 | $17.2K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 639 | $17.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 585 | $15.6K | 0.00% | −585−50.0% | Reduced |
| Darwin Advisors, LLC | 630 | $15.3K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 585 | $15.0K | 0.01% | +585 | New |
| Signaturefd, LLC | 476 | $12.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 463 | $12.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 454 | $12.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 419 | $11.2K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 419 | $11.2K | 0.01% | +419 | New |
| GWM Advisors LLC | 386 | $10.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 358 | $9.56K | 0.00% | +358 | New |
| Assetmark, Inc | 354 | $9.46K | 0.00% | +354 | New |
| Westend Capital Management, LLC | 338 | $9.03K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 331 | $8.84K | 0.00% | −102−23.6% | Reduced |
| SWAN Capital LLC | 280 | $7.48K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 275 | $7.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 250 | $6.54K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 207 | $5.53K | 0.00% | +3+1.5% | Added |
| Financial Management Professionals, Inc. | 197 | $5.26K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 210 | $5.00K | 0.00% | −242−53.5% | Reduced |
| AdvisorNet Financial, Inc | 175 | $4.67K | 0.00% | +175 | New |
| Golden State Wealth Management, LLC | 135 | $3.62K | 0.00% | +135 | New |
| IAG Wealth Partners, LLC | 117 | $3.13K | 0.00% | +117 | New |
| Decker Retirement Planning Inc. | 113 | $3.02K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 82 | $2.19K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 51 | $1.36K | 0.00% | −3,414−98.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 37 | $988 | 0.00% | +37 | New |
| Quadrant Capital Group LLC | 33 | $882 | 0.00% | +33 | New |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $801 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15 | $415 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $214 | 0.00% | +8 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −519,137−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −202,679−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −135,227−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −31,041−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −18,831−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −15,207−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −14,237−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −14,016−100.0% | Sold out |
| PKS Advisory Services, LLC | 0 | $0 | 0.00% | −13,773−100.0% | Sold out |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −13,534−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −12,918−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −11,742−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −11,484−100.0% | Sold out |
| Alamar Capital Management, LLC | 0 | $0 | 0.00% | −11,010−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −10,334−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,192−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −9,859−100.0% | Sold out |