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 2026
Institutional positions in Sila Realty Trust, Inc. as of Mar 31, 2026. 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
- 271
- −1 vs. Q4 2025
- Shares held
- 36.3M
- +5.48M (+17.8%) vs. Q4 2025
- Total value
- $860.4M
- +$141.9M (+19.8%) vs. Q4 2025
- New holders
- 39
- 94 more added
- Sold out
- 40
- 89 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Sila Realty Trust, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $46 | 0.00% | −1−50.0% | Reduced |
| Essential Partners LLC | 4 | $95 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 8 | $189 | 0.00% | +8 | New |
| Stone House Investment Management, LLC | 21 | $497 | 0.00% | +21 | New |
| Fortitude Family Office, LLC | 22 | $521 | 0.00% | −20,671−99.9% | Reduced |
| UMA Financial Services, Inc. | 25 | $592 | 0.00% | +25 | New |
| Signaturefd, LLC | 40 | $947 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 54 | $1.28K | 0.00% | +38+237.5% | Added |
| Root Financial Partners, LLC | 67 | $1.59K | 0.00% | +67 | New |
| Assetmark, Inc | 86 | $2.04K | 0.00% | +56+186.7% | Added |
| Chesapeake Asset Management LLC | 99 | $2.34K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 113 | $2.68K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 117 | $2.77K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 120 | $2.84K | 0.00% | +112+1,400.0% | Added |
| GAMMA Investing LLC | 161 | $3.81K | 0.00% | +76+89.4% | Added |
| EverSource Wealth Advisors, LLC | 166 | $3.93K | 0.00% | +150+937.5% | Added |
| AdvisorNet Financial, Inc | 184 | $4.35K | 0.00% | +3+1.7% | Added |
| Financial Management Professionals, Inc. | 197 | $4.67K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 221 | $5.23K | 0.00% | +4+1.8% | Added |
| Investors Portfolio Services LLC | 278 | $6.59K | 0.01% | +4+1.5% | Added |
| SWAN Capital LLC | 280 | $6.63K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 250 | $7.61K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 331 | $7.84K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 351 | $8.00K | 0.00% | +351 | New |
| Covestor Ltd | 358 | $9.00K | 0.01% | +348+3,480.0% | Added |
| Keating Financial Advisory Services, Inc. | 394 | $9.33K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 413 | $9.78K | 0.00% | −226−35.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 463 | $11.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 483 | $11.4K | 0.00% | −647−57.3% | Reduced |
| Rossby Financial, LCC | 493 | $11.7K | 0.00% | +13+2.7% | Added |
| JPL Wealth Management, LLC | 529 | $12.5K | 0.00% | +529 | New |
| Ronald Blue Trust, Inc. | 562 | $13.3K | 0.00% | −7,809−93.3% | Reduced |
| Kingdom Financial Group LLC. | 569 | $13.5K | 0.00% | +9+1.6% | Added |
| Lloyd Advisory Services, LLC. | 569 | $13.5K | 0.00% | +569 | New |
| PlanVest Financial, Inc | 611 | $14.5K | 0.01% | +611 | New |
| MAI Capital Management | 619 | $14.7K | 0.00% | +34+5.8% | Added |
| St Germain D J Co Inc | 639 | $15.1K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 674 | $16.0K | 0.05% | +674 | New |
| Archer Investment Corp | 704 | $16.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 727 | $17.3K | 0.00% | −1,051−59.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 735 | $17.4K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 740 | $17.5K | 0.00% | +141+23.5% | Added |
| Private Trust Co NA | 782 | $18.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 643 | $19.6K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 828 | $19.6K | 0.01% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 834 | $19.7K | 0.00% | −82−9.0% | Reduced |
| Sunbelt Securities, Inc. | 835 | $19.8K | 0.00% | +13+1.6% | Added |
| POM Investment Strategies, LLC | 836 | $19.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 837 | $19.8K | 0.00% | +837 | New |
| MCF Advisors LLC | 863 | $20.4K | 0.00% | +444+106.0% | Added |
| City Holding Co | 869 | $20.6K | 0.00% | 00.0% | Unchanged |
| Aew Capital Management L P | 923 | $21.9K | 0.00% | −877−48.7% | Reduced |
| Prosperity Bancshares Inc | 960 | $22.7K | 0.02% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,006 | $23.8K | 0.01% | +1,006 | New |
| Golden State Wealth Management, LLC | 1,088 | $25.8K | 0.00% | +17+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,133 | $26.8K | 0.00% | −480−29.8% | Reduced |
| Entrust Financial LLC | 1,225 | $29.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,250 | $29.6K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,290 | $30.5K | 0.02% | +21+1.7% | Added |
| LRI Investments, LLC | 1,437 | $34.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,452 | $34.4K | 0.00% | +1,452 | New |
| Jones Financial Companies LLLP | 1,651 | $38.4K | 0.00% | −2,441−59.7% | Reduced |
| Raleigh Capital Management Inc. | 1,653 | $39.1K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,728 | $40.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,750 | $41.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,759 | $42.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,819 | $43.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,844 | $43.7K | 0.00% | −1,365−42.5% | Reduced |
| Bare Financial Services, Inc | 2,084 | $49.3K | 0.01% | +27+1.3% | Added |
| Strategic Wealth Advisors LLC | 2,157 | $51.0K | 0.04% | 00.0% | Unchanged |
| FMR LLC | 2,423 | $57.4K | 0.00% | +1,644+211.0% | Added |
| TSFG, LLC | 2,561 | $61.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,580 | $61.1K | 0.05% | −3,336−56.4% | Reduced |
| Global Assets Advisory, LLC | 2,640 | $62.5K | 0.02% | +2,640 | New |
| Silver Oak Securities, Inc | 2,773 | $65.7K | 0.00% | +656+31.0% | Added |
| Nisa Investment Advisors, LLC | 2,832 | $67.1K | 0.00% | −2,518−47.1% | Reduced |
| ORG Wealth Partners, LLC | 3,018 | $71.5K | 0.01% | +4+0.1% | Added |
| Tower Research Capital LLC (TRC) | 3,049 | $72.2K | 0.00% | +756+33.0% | Added |
| International Assets Investment Management, LLC | 3,509 | $83.4K | 0.01% | −1,448−29.2% | Reduced |
| Itau Unibanco Holding S.A. | 3,870 | $91.6K | 0.00% | +3,870 | New |
| Northwestern Mutual Wealth Management Co | 4,403 | $104.3K | 0.00% | −12−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,651 | $110.1K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 5,336 | $126.3K | 0.65% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,818 | $137.8K | 0.01% | +41+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 6,614 | $156.6K | 0.00% | +2,189+49.5% | Added |
| Abound Wealth Management | 6,998 | $165.7K | 0.04% | +110+1.6% | Added |
| MeadowBrook Investment Advisors LLC | 7,425 | $175.8K | 0.16% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 8,170 | $193.5K | 0.10% | −952−10.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 8,288 | $196.3K | 0.01% | −1,788−17.7% | Reduced |
| Allianz Asset Management GmbH | 8,450 | $200.1K | 0.00% | −202,037−96.0% | Reduced |
| Beacon Capital Management, LLC | 8,679 | $205.5K | 0.04% | −4,938−36.3% | Reduced |
| Advisor OS, LLC | 8,738 | $206.9K | 0.01% | +8,738 | New |
| Prudential Financial Inc | 8,810 | $208.6K | 0.00% | +8,810 | New |
| IFM Investors Pty Ltd | 8,974 | $212.5K | 0.00% | +8,974 | New |
| Second Line Capital, LLC | 6,999 | $213.0K | 0.04% | +6,999 | New |
| Alps Advisors Inc | 9,029 | $213.8K | 0.00% | −520−5.4% | Reduced |
| Midwest Trust Co | 9,078 | $215.0K | 0.00% | −1,750−16.2% | Reduced |
| Magnetar Financial LLC | 9,100 | $215.5K | 0.00% | +9,100 | New |
| Nissay Asset Management Corp | 9,236 | $218.7K | 0.00% | +349+3.9% | Added |
| Focus Financial Network, Inc. | 9,363 | $221.7K | 0.01% | −1,904−16.9% | Reduced |