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 2026
Institutional positions in Sila Realty Trust, Inc. as of Jun 30, 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
- 266
- −1 vs. Q1 2026
- Shares held
- 36.8M
- +589.7K (+1.6%) vs. Q1 2026
- Total value
- $1.12B
- +$259.5M (+30.2%) vs. Q1 2026
- New holders
- 79
- 59 more added
- Sold out
- 80
- 80 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Sila Realty Trust, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 1,728 | $52.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,651 | $50.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 2,157 | $50.0K | 0.04% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,437 | $43.6K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1,380 | $41.9K | 0.02% | +1,380 | New |
| Basepoint Wealth LLC | 1,307 | $39.7K | 0.02% | +17+1.3% | Added |
| Cedar Mountain Advisors, LLC | 1,250 | $38.0K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 1,225 | $37.2K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,218 | $37.0K | 0.00% | −32,871−96.4% | Reduced |
| Golden State Wealth Management, LLC | 1,103 | $33.5K | 0.00% | +15+1.4% | Added |
| Gill Capital Partners, LLC | 1,006 | $30.5K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 869 | $26.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 863 | $26.2K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 851 | $25.8K | 0.01% | +851 | New |
| POM Investment Strategies, LLC | 836 | $25.4K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 826 | $25.1K | 0.00% | +826 | New |
| Private Trust Co NA | 782 | $23.7K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 747 | $22.7K | 0.00% | −87−10.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 735 | $22.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 704 | $21.4K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 696 | $21.1K | 0.00% | +696 | New |
| Bartlett & Co. Wealth Management LLC | 643 | $19.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 639 | $19.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 633 | $19.2K | 0.00% | +633 | New |
| PlanVest Financial, Inc | 611 | $18.6K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 576 | $17.5K | 0.00% | +7+1.2% | Added |
| Ronald Blue Trust, Inc. | 562 | $17.1K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 529 | $16.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 483 | $14.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 463 | $14.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 457 | $13.9K | 0.00% | −2,375−83.9% | Reduced |
| Rockefeller Capital Management L.P. | 453 | $13.8K | 0.00% | −999−68.8% | Reduced |
| Buck Wealth Strategies, LLC | 396 | $12.0K | 0.00% | +396 | New |
| Covestor Ltd | 384 | $12.0K | 0.01% | +26+7.3% | Added |
| CoreCap Advisors, LLC | 363 | $11.0K | 0.00% | +32+9.7% | Added |
| CX Institutional | 351 | $11.0K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 292 | $8.87K | 0.01% | +14+5.0% | Added |
| Signaturefd, LLC | 292 | $8.87K | 0.00% | +252+630.0% | Added |
| US Bancorp | 272 | $8.26K | 0.00% | +152+126.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 229 | $6.95K | 0.00% | −904−79.8% | Reduced |
| Vermillion Wealth Management, Inc. | 224 | $6.79K | 0.00% | +3+1.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 223 | $6.77K | 0.00% | +223 | New |
| Financial Management Professionals, Inc. | 197 | $5.98K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 186 | $5.65K | 0.00% | +2+1.1% | Added |
| GAMMA Investing LLC | 177 | $5.37K | 0.00% | +16+9.9% | Added |
| SWAN Capital LLC | 168 | $5.10K | 0.00% | −112−40.0% | Reduced |
| Bogart Wealth, LLC | 165 | $5.01K | 0.00% | +165 | New |
| EverSource Wealth Advisors, LLC | 127 | $3.85K | 0.00% | −39−23.5% | Reduced |
| IAG Wealth Partners, LLC | 117 | $3.55K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 113 | $3.43K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 113 | $3.43K | 0.00% | +113 | New |
| Chesapeake Asset Management LLC | 99 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 86 | $2.61K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 84 | $2.55K | 0.00% | +84 | New |
| UMA Financial Services, Inc. | 54 | $1.64K | 0.00% | +29+116.0% | Added |
| Russell Investments Group, Ltd. | 40 | $1.21K | 0.00% | −11,483−99.7% | Reduced |
| Rothschild Investment LLC | 27 | $820 | 0.00% | −27−50.0% | Reduced |
| Fortitude Family Office, LLC | 24 | $729 | 0.00% | +2+9.1% | Added |
| Stone House Investment Management, LLC | 21 | $638 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 15 | $455 | 0.00% | +11+275.0% | Added |
| The PNC Financial Services Group, Inc. | 12 | $364 | 0.00% | +12 | New |
| DHJJ Financial Advisors, Ltd. | 10 | $304 | 0.00% | +10 | New |
| Silver Grove Financial Group, Inc. | 9 | $273 | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 4 | $122 | 0.00% | +4 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $61 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −1,608,944−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,387,324−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −1,347,510−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −868,267−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −690,860−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −384,009−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −363,470−100.0% | Sold out |
| Madrona Financial Services, LLC | 0 | $0 | 0.00% | −170,762−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −120,319−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −140,467−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −134,973−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −121,273−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −79,019−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −66,924−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −64,543−100.0% | Sold out |
| Sophron Capital Management L.P. | 0 | $0 | 0.00% | −59,811−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −59,371−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −52,485−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −38,323−100.0% | Sold out |
| Huntleigh Advisors, Inc. | 0 | $0 | 0.00% | −44,245−100.0% | Sold out |
| KLP Kapitalforvaltning AS | 0 | $0 | 0.00% | −44,200−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −41,446−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −39,733−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −32,926−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −30,802−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −29,916−100.0% | Sold out |
| Everest Financial Group LLC | 0 | $0 | 0.00% | −29,543−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −26,409−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −20,266−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −19,578−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −18,162−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −17,796−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |