Sila Realty Trust Inc. Class
13F holders, Q1 2024 (March 31)9holders
$6.80avg. 13F price*
At the end of Q1 2024, 9 institutions reported holding Sila Realty Trust Inc. Class in their 13F filings. The largest holders were First American Trust, FSB ($270K), FARMERS & MERCHANTS TRUST Co OF LONG BEACH ($132K) and Tucker Asset Management LLC ($120K).
- Company
- Sila Realty Trust Inc. Class
- CUSIP
- 146280102
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $18K |
| Exits | 4 | $442K |
Ownership 9 holders
| First American Trust, FSB | 0.03% | No change | 32,862 | $270K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.03% | No change | 29,985 | $132K |
| Tucker Asset Management LLC | 0.03% | Add +24.9% | 16,005 | $120K |
| Belpointe Asset Management LLC | 0.01% | Add +0.9% | 10,551 | $79K |
| WR Wealth Planners, LLC | 0.01% | New | 2,359 | $18K |
| Financial Avengers, Inc. | 0.01% | No change | 2,300 | $17K |
| PSI Advisors, LLC | 0.01% | Reduce -0.1% | 1,860 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -95.0% | 1,451 | $12K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,368 | $10K |
"% of holder's portfolio" is SILA REALTY TRUST INC CL's weight in each manager's 13F, not the share of Sila Realty Trust Inc. Class the manager owns.