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, Q2 2025
Institutional positions in Sila Realty Trust, Inc. as of Jun 30, 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
- 275
- −3 vs. Q1 2025
- Shares held
- 36.2M
- +4.15M (+13.0%) vs. Q1 2025
- Total value
- $856.7M
- +$1.38M (+0.2%) vs. Q1 2025
- New holders
- 47
- 89 more added
- Sold out
- 50
- 79 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Sila Realty Trust, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 40 | $947 | 0.00% | +40 | New |
| Rothschild Investment LLC | 45 | $1.06K | 0.00% | +45 | New |
| Caitong International Asset Management Co., Ltd | 56 | $1.33K | 0.00% | +19+51.4% | Added |
| Evolution Wealth Management Inc. | 56 | $1.33K | 0.00% | +56 | New |
| Iron Horse Wealth Management, LLC | 82 | $1.94K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 99 | $2.34K | 0.00% | +99 | New |
| Decker Retirement Planning Inc. | 113 | $2.67K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 117 | $2.77K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 175 | $4.14K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 197 | $4.66K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 210 | $4.98K | 0.00% | +3+1.4% | Added |
| Cornerstone Planning Group LLC | 250 | $6.32K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 275 | $6.51K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 280 | $6.63K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 303 | $7.00K | 0.00% | +303 | New |
| CoreCap Advisors, LLC | 331 | $7.83K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 341 | $8.07K | 0.00% | −3,785−91.7% | Reduced |
| Central Trust Co | 358 | $8.47K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 386 | $9.14K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 406 | $9.61K | 0.00% | +406 | New |
| MCF Advisors LLC | 419 | $9.92K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 419 | $9.92K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 454 | $10.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 463 | $11.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 509 | $12.0K | 0.00% | +299+142.4% | Added |
| Golden State Wealth Management, LLC | 562 | $13.3K | 0.00% | +427+316.3% | Added |
| Binnacle Investments Inc | 585 | $13.8K | 0.01% | −2,772−82.6% | Reduced |
| MAI Capital Management | 585 | $13.8K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 630 | $14.9K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 632 | $15.0K | 0.00% | +632 | New |
| St Germain D J Co Inc | 639 | $15.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 643 | $15.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 647 | $15.3K | 0.00% | +647 | New |
| Archer Investment Corp | 704 | $16.7K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 718 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 782 | $18.5K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 828 | $19.6K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 828 | $19.6K | 0.01% | +828 | New |
| POM Investment Strategies, LLC | 836 | $19.8K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 869 | $20.6K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 910 | $21.5K | 0.00% | +175+23.8% | Added |
| GF Fund Management Co. Ltd. | 994 | $23.5K | 0.00% | −48−4.6% | Reduced |
| Talon Private Wealth, LLC | 1,016 | $24.0K | 0.00% | +1,016 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,149 | $27.2K | 0.00% | −337−22.7% | Reduced |
| Cedar Mountain Advisors, LLC | 1,250 | $29.6K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,258 | $30.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,397 | $33.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,437 | $34.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,503 | $35.6K | 0.00% | +1,503 | New |
| Quarry LP | 1,530 | $36.2K | 0.01% | +1,530 | New |
| Jones Financial Companies LLLP | 1,592 | $38.3K | 0.00% | +600+60.5% | Added |
| Raleigh Capital Management Inc. | 1,653 | $39.1K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,750 | $41.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,764 | $41.7K | 0.00% | +313+21.6% | Added |
| KBC Group NV | 1,759 | $42.0K | 0.00% | −1,185−40.3% | Reduced |
| Amalgamated Bank | 1,901 | $45.0K | 0.00% | +1,901 | New |
| Silver Oak Securities, Inc | 1,997 | $47.3K | 0.00% | +31+1.6% | Added |
| Bare Financial Services, Inc | 2,337 | $55.3K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,547 | $60.3K | 0.00% | +2,547 | New |
| TSFG, LLC | 2,561 | $61.0K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,572 | $62.4K | 0.03% | −3,875−60.1% | Reduced |
| Sunbelt Securities, Inc. | 2,615 | $63.6K | 0.01% | −1,015−28.0% | Reduced |
| Transce3nd, LLC | 2,971 | $70.3K | 0.03% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 3,007 | $70.6K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,310 | $78.3K | 0.00% | −144−4.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,321 | $78.6K | 0.00% | +3,321 | New |
| CIBC Private Wealth Group, LLC | 3,888 | $92.0K | 0.00% | −2,262−36.8% | Reduced |
| Rossby Financial, LCC | 4,094 | $96.9K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,181 | $99.0K | 0.00% | +4,181 | New |
| BNP Paribas Arbitrage, SA | 4,700 | $111.2K | 0.00% | +4,700 | New |
| Sound Income Strategies, LLC | 5,037 | $119.2K | 0.01% | −660−11.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,684 | $134.5K | 0.00% | +5,684 | New |
| Anchor Investment Management, LLC | 5,774 | $136.7K | 0.01% | +590+11.4% | Added |
| LGT Financial Advisors LLC | 6,086 | $144.1K | 0.37% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,143 | $145.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6,666 | $157.8K | 0.04% | +107+1.6% | Added |
| Cape Investment Advisory, Inc. | 7,693 | $182.1K | 0.07% | −3,390−30.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,881 | $186.5K | 0.01% | +7,881 | New |
| M&G Plc | 8,061 | $193.5K | 0.00% | +8,061 | New |
| Apollon Wealth Management, LLC | 8,463 | $200.3K | 0.00% | −2,288−21.3% | Reduced |
| Nissay Asset Management Corp | 8,551 | $202.4K | 0.00% | −274−3.1% | Reduced |
| Seven Springs Wealth Group, LLC | 8,586 | $203.2K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,618 | $204.0K | 0.01% | +8,618 | New |
| Second Line Capital, LLC | 8,705 | $206.0K | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 8,783 | $207.9K | 0.00% | −3,560−28.8% | Reduced |
| Global Assets Advisory, LLC | 8,881 | $208.4K | 0.08% | −12,239−57.9% | Reduced |
| IFM Investors Pty Ltd | 8,923 | $211.2K | 0.00% | −2,605−22.6% | Reduced |
| Inspire Advisors, LLC | 8,944 | $211.7K | 0.02% | +296+3.4% | Added |
| Midwest Trust Co | 9,078 | $214.9K | 0.00% | +9,078 | New |
| Metis Global Partners, LLC | 9,103 | $215.5K | 0.01% | +9,103 | New |
| Ronald Blue Trust, Inc. | 9,138 | $216.3K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 9,149 | $216.6K | 0.00% | +7+0.1% | Added |
| Mutual Advisors, LLC | 8,674 | $219.8K | 0.01% | −872−9.1% | Reduced |
| Advisory Services Network, LLC | 9,232 | $225.6K | 0.00% | +759+9.0% | Added |
| Captrust Financial Advisors | 9,697 | $229.5K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,302 | $244.0K | 0.00% | −53−0.5% | Reduced |
| STRS Ohio | 10,500 | $248.5K | 0.00% | +10,500 | New |
| KLP Kapitalforvaltning AS | 10,600 | $250.9K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 10,643 | $251.9K | 0.09% | −1,198−10.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 10,993 | $258.0K | 0.12% | −2,329−17.5% | Reduced |